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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Chesley Taft & Associates LLC

Quarter ended Q3 2023 · Filed July 18, 2023 · Accession 0001085146-23-002750

Total Value
$1.63B
Positions
291
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (291)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT247,592$84.3M5.17%
2APPLE INCAAPL354,808$68.8M4.22%
3ALPHABET INCGOOG470,616$56.9M3.49%
4PEPSICO INCPEP243,995$45.2M2.77%
5STRYKER CORPORATIONSYK147,181$44.9M2.75%
6JOHNSON & JOHNSONJNJ212,924$35.2M2.16%
7COSTCO WHSL CORP NEW22160K10565,433$35.2M2.16%
8BROADCOM INCAVGO37,466$32.5M1.99%
9AMAZON COM INCAMZN230,703$30.1M1.84%
10JPMORGAN CHASE & COVYLD205,750$29.9M1.83%
11ACCENTURE PLC IRELANDACN96,593$29.8M1.83%
12HONEYWELL INTL INC438516106137,882$28.6M1.75%
13UNITEDHEALTH GROUP INCUNH58,767$28.2M1.73%
14SPDR S&P 500 ETF TRSPY61,312$27.2M1.66%
15ISHARES TR464287507100,435$26.3M1.61%
16ABBOTT LABSABLZF236,420$25.8M1.58%
17ISHARES TR464287804241,807$24.1M1.48%
18VISA INCV100,955$24.0M1.47%
19ILLINOIS TOOL WKS INC45230810991,380$22.9M1.40%
20THERMO FISHER SCIENTIFIC INCTMO40,512$21.1M1.29%
21HOME DEPOT INCHD67,515$21.0M1.28%
22SPDR GOLD TRGLD114,963$20.5M1.26%
23ORACLE CORPORCL-PD168,892$20.1M1.23%
24ISHARES TR46432F834317,087$19.9M1.22%
25VANGUARD INTL EQUITY INDEX F922042775356,433$19.4M1.19%
26DANAHER CORPORATION23585110275,202$18.0M1.11%
27DISNEY WALT CO254687106191,211$17.1M1.05%
28RAYTHEON TECHNOLOGIES CORPRTX171,702$16.8M1.03%
29ADOBE SYSTEMS INCORPORATEDADBE34,294$16.8M1.03%
30PALO ALTO NETWORKS INCPANW63,902$16.3M1.00%
31AMERICAN EXPRESS COAXP92,193$16.1M0.98%
32ISHARES TR464288414149,776$16.0M0.98%
33AIR PRODS & CHEMS INCAIIR53,101$15.9M0.97%
34NVIDIA CORPORATIONNVDA35,985$15.2M0.93%
35COCA COLA COKO237,541$14.3M0.88%
36WILLIS TOWERS WATSON PLC LTDWTW59,704$14.1M0.86%
37EXXON MOBIL CORPXOM129,472$13.9M0.85%
38WASTE MGMT INC DEL94106L10979,523$13.8M0.84%
39AMERISOURCEBERGEN CORPCOR68,958$13.3M0.81%
40MASTERCARD INCORPORATEDMA32,469$12.8M0.78%
41ALPHABET INCGOOG105,087$12.6M0.77%
42ISHARES TR46428720027,977$12.5M0.76%
43ISHARES TR464287226110,061$10.8M0.66%
44CVS HEALTH CORPCVS154,282$10.7M0.65%
45SALESFORCE INCCRM50,282$10.6M0.65%
46AMPHENOL CORP NEW032095101116,215$9.9M0.60%
47ISHARES TR464287465132,548$9.6M0.59%
48SELECT SECTOR SPDR TR81369Y605283,628$9.6M0.59%
49INTERCONTINENTAL EXCHANGE IN45866F10484,438$9.5M0.58%
50VANGUARD TAX-MANAGED FDS921943858205,644$9.5M0.58%
51NEXTERA ENERGY INCNEE-PW126,858$9.4M0.58%
52MCDONALDS CORPMCD30,353$9.1M0.55%
53UNION PAC CORPUNP43,669$8.9M0.55%
54CHURCH & DWIGHT CO INCCHD88,420$8.9M0.54%
55LILLY ELI & COLLY18,573$8.7M0.53%
56META PLATFORMS INCMETA29,996$8.6M0.53%
57SYSCO CORPSYY110,665$8.2M0.50%
58ECOLAB INCECL41,725$7.8M0.48%
59FISERV INCFISV59,215$7.5M0.46%
60PROCTER AND GAMBLE CO74271810946,621$7.1M0.43%
61STARBUCKS CORPSBUX65,899$6.5M0.40%
62PFIZER INCPFE177,710$6.5M0.40%
63SPDR S&P MIDCAP 400 ETF TRMDY13,530$6.5M0.40%
64MERCK & CO INCMRK55,889$6.4M0.40%
65VANGUARD INDEX FDS92290862928,970$6.4M0.39%
66NORTHERN TR CORPNTRSO84,549$6.3M0.38%
67VANGUARD INDEX FDS92290876927,689$6.1M0.37%
68FORTIVE CORPFTV78,605$5.9M0.36%
69VANGUARD INDEX FDS92290875129,104$5.8M0.35%
70CHEVRON CORP NEWCVX36,452$5.7M0.35%
71WEYERHAEUSER CO MTN BEWY171,146$5.7M0.35%
72WELLS FARGO CO NEW949746101128,516$5.5M0.34%
73ZOETIS INCZTS30,884$5.3M0.33%
74ISHARES TR464288646105,977$5.3M0.33%
75LOWES COS INC54866110721,407$4.8M0.30%
76TRACTOR SUPPLY COTSCO20,595$4.6M0.28%
77ISHARES TR46429B65589,575$4.6M0.28%
78LINDE PLCLIN11,767$4.5M0.27%
79WALGREENS BOOTS ALLIANCE INC931427108150,369$4.3M0.26%
80TJX COS INC NEW87254010950,337$4.3M0.26%
81S&P GLOBAL INCSPGI10,629$4.3M0.26%
82GENERAL MLS INC37033410454,872$4.2M0.26%
83ISHARES TR46428755632,469$4.1M0.25%
84SPDR SER TR78468R73986,719$4.1M0.25%
85AON PLCAON11,726$4.0M0.25%
86AUTOMATIC DATA PROCESSING INADP17,825$3.9M0.24%
87TRUIST FINL CORP89832Q109126,386$3.8M0.23%
88SHERWIN WILLIAMS COSHW14,359$3.8M0.23%
89BLACKROCK INCBLK5,462$3.8M0.23%
90VANGUARD INDEX FDS92290874426,519$3.8M0.23%
91T-MOBILE US INCTMUSZ26,894$3.7M0.23%
92INTUITINTU8,100$3.7M0.23%
93HERSHEY COHSY14,324$3.6M0.22%
94ONEOK INC NEWOKE56,791$3.5M0.21%
95BLACKSTONE INCBX37,197$3.5M0.21%
96VANGUARD MALVERN FDS92202080572,064$3.4M0.21%
97ROPER TECHNOLOGIES INCROP7,100$3.4M0.21%
98TEXAS INSTRS INC88250810418,871$3.4M0.21%
99BANK AMERICA CORP060505104116,042$3.3M0.20%
100NOVARTIS AGNVSEF32,837$3.3M0.20%
101ISHARES TR46432F84248,041$3.2M0.20%
102AUTOZONE INCAZO1,288$3.2M0.20%
103ISHARES TR46428863862,919$3.2M0.19%
104ISHARES TR46434V87862,483$3.1M0.19%
105AMGEN INCAMGN13,920$3.1M0.19%
106EMERSON ELEC COEMR33,651$3.0M0.19%
107EDWARDS LIFESCIENCES CORPEW31,587$3.0M0.18%
108ALCON AGALC36,256$3.0M0.18%
109ABBVIE INCABBV22,076$3.0M0.18%
110ISHARES TR46428815828,433$3.0M0.18%
111J P MORGAN EXCHANGE TRADED F46641Q83758,563$2.9M0.18%
112CORTEVA INCCTVA51,002$2.9M0.18%
113ISHARES TR464288224155,637$2.9M0.18%
114SELECT SECTOR SPDR TR81369Y86075,760$2.9M0.17%
115CONOCOPHILLIPSCOP27,519$2.9M0.17%
116GRAINGER W W INC3848021043,522$2.8M0.17%
117APTIV PLCAPTV26,890$2.7M0.17%
118ISHARES TR46429B74727,403$2.7M0.16%
119OLD DOMINION FREIGHT LINE INODFL7,117$2.6M0.16%
120QUALCOMM INCQCOM21,789$2.6M0.16%
121ISHARES TR46428745731,870$2.6M0.16%
122PROGRESSIVE CORP74331510318,885$2.5M0.15%
123DEVON ENERGY CORP NEW25179M10350,898$2.5M0.15%
124THE CIGNA GROUP1255231008,620$2.4M0.15%
125UNITED RENTALS INCURI5,395$2.4M0.15%
126AMERIPRISE FINL INC03076C1066,713$2.2M0.14%
127VANGUARD BD INDEX FDS92203C30342,964$2.1M0.13%
128ISHARES TR46428749928,185$2.1M0.13%
129ISHARES TR4642876147,300$2.0M0.12%
130CBOE GLOBAL MKTS INC12503M10814,525$2.0M0.12%
131TARGET CORPTGT15,022$2.0M0.12%
132FIRST SOLAR INCFSLR10,044$1.9M0.12%
133SERVICENOW INCNOW3,390$1.9M0.12%
134COGNIZANT TECHNOLOGY SOLUTIOCTSH29,043$1.9M0.12%
135NIKE INCNKE17,061$1.9M0.12%
136J P MORGAN EXCHANGE TRADED F46641Q65436,700$1.9M0.11%
137VOYA FINANCIAL INCVOYA-PB25,325$1.8M0.11%
138KRAFT HEINZ COKHC51,092$1.8M0.11%
139XYLEM INCXYL15,194$1.7M0.10%
140GRAPHIC PACKAGING HLDG COGPK70,650$1.7M0.10%
141ELEVANCE HEALTH INCELV3,771$1.7M0.10%
142FRANKLIN ELEC INCFELE16,135$1.7M0.10%
143SCHLUMBERGER LTDSLB33,788$1.7M0.10%
144MARSH & MCLENNAN COS INC5717481028,695$1.6M0.10%
145NORTHROP GRUMMAN CORPNOC3,547$1.6M0.10%
146CAESARS ENTERTAINMENT INC NE12769G10030,192$1.5M0.09%
147HUBBELL INCHUBB4,611$1.5M0.09%
148IQVIA HLDGS INCIQV6,727$1.5M0.09%
149VERIZON COMMUNICATIONS INCVZ40,354$1.5M0.09%
150ISHARES INC46434G10330,322$1.5M0.09%
151BRISTOL-MYERS SQUIBB COCELG-RI22,457$1.4M0.09%
152INTERNATIONAL BUSINESS MACHSINTR10,615$1.4M0.09%
153APPLIED MATLS INC0382221059,825$1.4M0.09%
154SPDR SER TR78468R20045,910$1.4M0.09%
155OMNICOM GROUP INCOMC14,750$1.4M0.09%
156AMERICAN WTR WKS CO INC NEW0304201039,828$1.4M0.09%
157GENERAL ELECTRIC CO36960430112,434$1.4M0.08%
158SCHWAB CHARLES CORPSCHW-PJ23,608$1.3M0.08%
159HESS CORPHESM9,761$1.3M0.08%
160ARES MANAGEMENT CORPORATIONARES-PB13,687$1.3M0.08%
161BOOKING HOLDINGS INCBKNG483$1.3M0.08%
162MONDELEZ INTL INC60920710517,708$1.3M0.08%
163BHP GROUP LTDBHPLF21,328$1.3M0.08%
164ISHARES TR46428744013,150$1.3M0.08%
165VANGUARD INDEX FDS9229083633,016$1.2M0.08%
166ISHARES TR4642876894,633$1.2M0.07%
167AGILENT TECHNOLOGIES INCA9,760$1.2M0.07%
168ISHARES SILVER TRSLV55,915$1.2M0.07%
169VANGUARD BD INDEX FDS92193783515,933$1.2M0.07%
170SKYWORKS SOLUTIONS INCSWKS10,462$1.2M0.07%
171CMS ENERGY CORPCMS-PC18,661$1.1M0.07%
172CARLISLE COS INC1423391004,217$1.1M0.07%
173REGAL REXNORD CORPORATIONRRX6,965$1.1M0.07%
174ISHARES TR4642877219,600$1.0M0.06%
175INTEL CORPINTC30,659$1.0M0.06%
176LOCKHEED MARTIN CORPLMT2,216$1.0M0.06%
177SCHWAB STRATEGIC TR80852410219,615$1.0M0.06%
178ISHARES TR46434VAX839,450$997,6910.06%
179VANECK ETF TRUST92189H40918,925$971,6100.06%
180DUKE ENERGY CORP NEWDUKB10,640$954,8340.06%
181ISHARES TR4642875985,670$894,8960.05%
182VANGUARD INDEX FDS9229086115,372$888,5290.05%
183METLIFE INCMET-PF15,535$878,1940.05%
184VERISK ANALYTICS INCVRSK3,880$876,9960.05%
185KEYSIGHT TECHNOLOGIES INCKEYS5,196$870,0700.05%
186SHELL PLCRYDAF14,240$859,8110.05%
187ISHARES TR46434VBG434,174$841,3640.05%
188HCA HEALTHCARE INCHCA2,755$836,0870.05%
189SNAP ON INCSNA2,885$831,4280.05%
190BECTON DICKINSON & COBDX3,130$826,3510.05%
191LAMAR ADVERTISING CO NEWLAMR8,300$823,7750.05%
192FIDELITY NATL INFORMATION SV31620M10614,957$818,1480.05%
193TERADYNE INCTER7,340$817,1620.05%
194ISHARES TR46435G51610,920$796,3960.05%
195PLAINS GP HLDGS L PPAGP53,500$793,4050.05%
196SOUTHERN COSOMN11,102$779,9160.05%
197ZEBRA TECHNOLOGIES CORPORATIZBRA2,592$766,7910.05%
198COPART INCCPRT8,330$759,7790.05%
199AVANTOR INCAVTR36,445$748,5800.05%
200INVESCO EXCH TRD SLF IDX FDIVZ35,873$737,9080.05%
201CHUBB LIMITEDCB3,790$729,8020.04%
202LAUDER ESTEE COS INC5184391043,618$710,5030.04%
203SSGA ACTIVE ETF TR78467V60816,675$698,1820.04%
204ISHARES TR4642871766,359$684,3560.04%
205COLGATE PALMOLIVE COCL8,866$683,0370.04%
206DUPONT DE NEMOURS INCDD8,921$637,3330.04%
207ISHARES TR46434VBD126,100$636,3180.04%
208PAYCHEX INCPAYX5,650$632,0660.04%
209AT&T INCT-PC39,410$628,5900.04%
210ISHARES TR46428734116,480$613,3860.04%
211DOMINION ENERGY INCD11,674$604,5960.04%
212ISHARES TR46435GAA025,598$600,7850.04%
213CROWN CASTLE INCCCI5,226$595,4500.04%
214DEERE & CODE1,469$595,2240.04%
215VANGUARD INTL EQUITY INDEX F92204285814,497$589,7380.04%
216INVESCO QQQ TRIVZ1,590$587,3780.04%
217AFLAC INCAFL8,000$558,4000.03%
218MICROCHIP TECHNOLOGY INC.MCHPP6,078$544,5280.03%
219KLA CORPKLAC1,111$538,8570.03%
220ISHARES TR46428723413,345$527,9280.03%
221CORNING INCGLW14,845$520,1690.03%
222L3HARRIS TECHNOLOGIES INCLHX2,641$517,0290.03%
223ISHARES TR4642873097,096$500,1260.03%
224CDW CORPCDW2,700$495,4500.03%
225FLOWERS FOODS INCFLO19,900$495,1120.03%
226KEYCORP49326710852,317$483,4090.03%
227DELTA AIR LINES INC DELDAL10,100$480,1540.03%
228GENERAL MTRS CO37045V10012,175$469,4680.03%
229WEC ENERGY GROUP INCWEC5,280$465,9070.03%
230DOMINOS PIZZA INCDPZ1,362$458,9800.03%
231RIO TINTO PLCRTNTF7,175$458,0520.03%
232BERKSHIRE HATHAWAY INC DELBRK-A1,340$456,9400.03%
233COGENT COMMUNICATIONS HLDGSCCOI6,751$454,2750.03%
234PUBLIC STORAGEPSA-PS1,540$449,4950.03%
235VAIL RESORTS INCMTN1,765$444,3560.03%
236ISHARES TR46436E87418,200$433,1600.03%
237INVESCO EXCH TRD SLF IDX FDIVZ21,200$426,7560.03%
238MANHATTAN ASSOCIATES INCMANH2,118$423,3460.03%
239DARLING INGREDIENTS INCDAR6,555$418,1430.03%
240CISCO SYS INCCSCO8,071$417,5940.03%
241YUM BRANDS INCYUM2,994$414,8190.03%
242ISHARES TR46429B5989,400$410,7800.03%
243PHILIP MORRIS INTL INC7181721094,065$396,8510.02%
244CME GROUP INCCME2,129$394,4820.02%
245INVESCO EXCH TRD SLF IDX FDIVZ18,338$388,2150.02%
246ISHARES TR4642871503,936$385,0980.02%
247VANGUARD STAR FDS9219097686,840$383,5870.02%
248EASTMAN CHEM COEMN4,575$383,0190.02%
249ALLSTATE CORPALL-PJ3,409$371,7170.02%
250ISHARES INC4642865179,880$365,7580.02%
251CANADIAN IMPERIAL BK COMM TOCNDIF8,547$364,7860.02%
252EVEREST RE GROUP LTDEG1,055$360,6620.02%
253REGENERON PHARMACEUTICALSREGN485$348,4920.02%
254SPDR INDEX SHS FDS78463X84813,024$340,3170.02%
255GE HEALTHCARE TECHNOLOGIES IGEHC4,178$339,4210.02%
256WP CAREY INC92936U1095,017$338,9490.02%
257AMERICAN ELEC PWR CO INC0255371014,004$337,1370.02%
258CATERPILLAR INCCAT1,363$335,3660.02%
259ISHARES TR4642876551,757$329,0330.02%
260VANGUARD INTL EQUITY INDEX F9220427423,344$324,3010.02%
261WERNER ENTERPRISES INCWERN7,325$323,6190.02%
262CUMMINS INCCMI1,320$323,6110.02%
263NORFOLK SOUTHN CORP6558441081,400$317,4640.02%
264GENERAL DYNAMICS CORPGD1,470$316,2710.02%
265KIMBERLY-CLARK CORPKMB2,174$300,1420.02%
266EQUITY COMWLTH29462810214,785$299,5440.02%
267VANGUARD INDEX FDS9229086521,975$293,9390.02%
268SPIRE INCSRJN4,585$290,8720.02%
269OTTER TAIL CORPOTTR3,680$290,5730.02%
270FIRST TR EXCH TRD ALPHDX FD33737J8025,800$277,4140.02%
271MCKESSON CORPMCK647$276,4700.02%
272NOVO-NORDISK A SNONOF1,660$268,6380.02%
273SELECT SECTOR SPDR TR81369Y8864,000$261,7600.02%
274PRINCIPAL FINANCIAL GROUP INPFG3,266$247,6580.02%
275PERMA-FIX ENVIRONMENTAL SVCS71415720322,500$247,0500.02%
276BAKER HUGHES COMPANYBKR7,815$247,0320.02%
277ISHARES TR46436E86610,500$242,8650.01%
278HAWAIIAN ELEC INDUSTRIES4198701006,700$242,5400.01%
279VANGUARD MUN BD FDS9229077464,790$240,5540.01%
280XCEL ENERGY INCXELLL3,851$239,4170.01%
281SPDR SER TR78468R1018,150$234,6390.01%
282CSX CORPCSX6,800$231,8800.01%
283HUNTINGTON BANCSHARES INCHBANP21,170$228,2130.01%
284VANGUARD INDEX FDS9229085532,693$225,0270.01%
285UGI CORP NEW9026811058,280$223,3120.01%
286DOLLAR GEN CORP NEW2566771051,300$220,7140.01%
287ISHARES TR4642882572,220$212,9870.01%
288AMERICAN INTL GROUP INC0268747843,590$206,5690.01%
289ISHARES TR4642876301,427$200,9220.01%
290VIATRIS INCVTRS16,644$166,1070.01%
291FIRST FNDTN INC32026V10415,842$62,8930.00%