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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 Q1 2024 · Filed April 16, 2024 · Accession 0001085146-24-001808

Total Value
$1.96B
Positions
311
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (311)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT240,796$101.3M5.18%
2ALPHABET INCGOOG479,093$72.9M3.73%
3APPLE INCAAPL325,971$55.9M2.86%
4COSTCO WHSL CORP NEW22160K10574,215$54.4M2.78%
5STRYKER CORPORATIONSYK149,644$53.6M2.74%
6BROADCOM INCAVGO35,948$47.6M2.44%
7AMAZON COM INCAMZN252,363$45.5M2.33%
8NVIDIA CORPORATIONNVDA46,680$42.2M2.16%
9PEPSICO INCPEP240,739$42.1M2.15%
10JPMORGAN CHASE & COVYLD203,917$40.8M2.09%
11ISHARES TR464287507654,621$39.8M2.03%
12ISHARES TR464287804355,176$39.3M2.01%
13VISA INCV132,704$37.0M1.89%
14JOHNSON & JOHNSONJNJ208,555$33.0M1.69%
15ACCENTURE PLC IRELANDACN92,623$32.1M1.64%
16SPDR S&P 500 ETF TRSPY60,896$31.9M1.63%
17HONEYWELL INTL INC438516106139,434$28.6M1.46%
18UNITEDHEALTH GROUP INCUNH57,799$28.6M1.46%
19ABBOTT LABSABLZF237,290$27.0M1.38%
20MASTERCARD INCORPORATEDMA55,039$26.5M1.36%
21DISNEY WALT CO254687106211,006$25.8M1.32%
22PALO ALTO NETWORKS INCPANW89,339$25.4M1.30%
23HOME DEPOT INCHD62,127$23.8M1.22%
24ILLINOIS TOOL WKS INC45230810988,768$23.8M1.22%
25THERMO FISHER SCIENTIFIC INCTMO39,459$22.9M1.17%
26ISHARES TR46432F834329,684$22.4M1.14%
27ORACLE CORPORCL-PD173,959$21.9M1.12%
28SPDR GOLD TRGLD105,477$21.7M1.11%
29AMERICAN EXPRESS COAXP94,555$21.5M1.10%
30VANGUARD INTL EQUITY INDEX F922042775354,415$20.8M1.06%
31DANAHER CORPORATION23585110277,071$19.2M0.98%
32ADOBE INCADBE37,944$19.1M0.98%
33ALPHABET INCGOOG121,060$18.3M0.93%
34ISHARES TR464288414168,386$18.1M0.93%
35WASTE MGMT INC DEL94106L10983,308$17.8M0.91%
36META PLATFORMS INCMETA36,227$17.6M0.90%
37ELI LILLY & COLLY21,390$16.6M0.85%
38CENCORA INCCOR67,383$16.4M0.84%
39AUTOZONE INCAZO5,125$16.2M0.83%
40COCA COLA COKO262,536$16.1M0.82%
41SALESFORCE INCCRM48,479$14.6M0.75%
42EXXON MOBIL CORPXOM125,578$14.6M0.75%
43ISHARES TR46428720026,754$14.1M0.72%
44UNION PAC CORPUNP50,990$12.5M0.64%
45AMPHENOL CORP NEW032095101107,302$12.4M0.63%
46AIR PRODS & CHEMS INCAIIR50,800$12.3M0.63%
47SELECT SECTOR SPDR TR81369Y605279,834$11.8M0.60%
48BLACKSTONE INCBX89,072$11.7M0.60%
49INTERCONTINENTAL EXCHANGE IN45866F10484,076$11.6M0.59%
50VANGUARD TAX-MANAGED FDS921943858215,244$10.8M0.55%
51ISHARES TR464287226106,608$10.4M0.53%
52ISHARES TR464287465127,621$10.2M0.52%
53ZOETIS INCZTS60,059$10.2M0.52%
54FISERV INCFISV60,907$9.7M0.50%
55ECOLAB INCECL41,160$9.5M0.49%
56CHURCH & DWIGHT CO INCCHD90,349$9.4M0.48%
57WILLIS TOWERS WATSON PLC LTDWTW34,137$9.4M0.48%
58MCDONALDS CORPMCD29,912$8.4M0.43%
59NEXTERA ENERGY INCNEE-PW131,161$8.4M0.43%
60VANGUARD INDEX FDS92290876931,049$8.1M0.41%
61MERCK & CO INCMRK60,822$8.0M0.41%
62WELLS FARGO CO NEW949746101132,590$7.7M0.39%
63RTX CORPORATIONRTX78,703$7.7M0.39%
64SPDR S&P MIDCAP 400 ETF TRMDY13,680$7.6M0.39%
65VANGUARD INDEX FDS92290862929,905$7.5M0.38%
66NORTHERN TR CORPNTRSO83,353$7.4M0.38%
67VANGUARD INDEX FDS92290875131,874$7.3M0.37%
68PROCTER AND GAMBLE CO74271810944,905$7.3M0.37%
69GRAINGER W W INC3848021046,927$7.0M0.36%
70STARBUCKS CORPSBUX74,206$6.8M0.35%
71FORTIVE CORPFTV78,478$6.8M0.35%
72TRACTOR SUPPLY COTSCO23,299$6.1M0.31%
73WEYERHAEUSER CO MTN BEWY169,097$6.1M0.31%
74SYSCO CORPSYY72,775$5.9M0.30%
75ISHARES TR46429B655113,850$5.8M0.30%
76CHEVRON CORP NEWCVX36,191$5.7M0.29%
77AMGEN INCAMGN18,965$5.4M0.28%
78LOWES COS INC54866110720,316$5.2M0.26%
79TRUIST FINL CORP89832Q109124,116$4.8M0.25%
80S&P GLOBAL INCSPGI11,235$4.8M0.24%
81INTUITINTU7,300$4.7M0.24%
82TJX COS INC NEW87254010946,578$4.7M0.24%
83SHERWIN WILLIAMS COSHW13,474$4.7M0.24%
84LINDE PLCLIN9,723$4.5M0.23%
85ONEOK INC NEWOKE56,079$4.5M0.23%
86ISHARES TR46428755632,559$4.5M0.23%
87BANK AMERICA CORP060505104117,817$4.5M0.23%
88BLACKROCK INCBLK5,282$4.4M0.23%
89AUTOMATIC DATA PROCESSING INADP17,581$4.4M0.22%
90T-MOBILE US INCTMUSZ26,783$4.4M0.22%
91ALCON AGALC50,955$4.2M0.22%
92ISHARES TR46428864682,532$4.2M0.22%
93PFIZER INCPFE151,226$4.2M0.21%
94ROPER TECHNOLOGIES INCROP7,265$4.1M0.21%
95VANGUARD INDEX FDS92290874424,544$4.0M0.20%
96ABBVIE INCABBV20,938$3.8M0.20%
97AON PLCAON11,356$3.8M0.19%
98EMERSON ELEC COEMR33,256$3.8M0.19%
99PROGRESSIVE CORP74331510318,080$3.7M0.19%
100SPDR SER TR78468R73978,684$3.7M0.19%
101ISHARES TR46428815834,918$3.7M0.19%
102ISHARES TR46432F84248,515$3.6M0.18%
103CONOCOPHILLIPSCOP27,604$3.5M0.18%
104SELECT SECTOR SPDR TR81369Y86085,310$3.4M0.17%
105INTERNATIONAL BUSINESS MACHSINTR17,241$3.3M0.17%
106J P MORGAN EXCHANGE TRADED F46641Q83764,353$3.2M0.17%
107ISHARES TR46428863861,639$3.2M0.16%
108UNITED RENTALS INCURI4,408$3.2M0.16%
109NOVARTIS AGNVSEF32,712$3.2M0.16%
110THE CIGNA GROUP1255231008,628$3.1M0.16%
111VANGUARD MUN BD FDS92290774660,630$3.1M0.16%
112OLD DOMINION FREIGHT LINE INODFL13,660$3.0M0.15%
113EDWARDS LIFESCIENCES CORPEW30,551$2.9M0.15%
114AMERIPRISE FINL INC03076C1066,627$2.9M0.15%
115SERVICENOW INCNOW3,810$2.9M0.15%
116QUALCOMM INCQCOM16,808$2.8M0.15%
117APTIV PLCAPTV35,385$2.8M0.14%
118EATON CORP PLCETN8,760$2.7M0.14%
119HERSHEY COHSY14,079$2.7M0.14%
120VANGUARD BD INDEX FDS92193783537,050$2.7M0.14%
121ISHARES TR46428745732,710$2.7M0.14%
122ISHARES TR4642876147,753$2.6M0.13%
123CBOE GLOBAL MKTS INC12503M10813,365$2.5M0.13%
124TEXAS INSTRS INC88250810414,006$2.4M0.12%
125CANADIAN PACIFIC KANSAS CITYCP27,107$2.4M0.12%
126VANGUARD BD INDEX FDS92203C30346,605$2.3M0.12%
127ISHARES TR46428749926,685$2.2M0.11%
128GENERAL ELECTRIC CO36960430112,434$2.2M0.11%
129ARES MANAGEMENT CORPORATIONARES-PB16,074$2.1M0.11%
130CORTEVA INCCTVA36,858$2.1M0.11%
131VANGUARD MALVERN FDS92202080542,949$2.1M0.11%
132ISHARES TR46434V87840,555$2.1M0.10%
133J P MORGAN EXCHANGE TRADED F46641Q65439,835$2.0M0.10%
134COGNIZANT TECHNOLOGY SOLUTIOCTSH27,102$2.0M0.10%
135ISHARES TR46429B59838,486$2.0M0.10%
136TRANSDIGM GROUP INCTDG1,611$2.0M0.10%
137XYLEM INCXYL15,131$2.0M0.10%
138GRAPHIC PACKAGING HLDG COGPK66,950$2.0M0.10%
139ELEVANCE HEALTH INCELV3,766$2.0M0.10%
140CARLISLE COS INC1423391004,941$1.9M0.10%
141OMNICOM GROUP INCOMC19,500$1.9M0.10%
142VOYA FINANCIAL INCVOYA-PB25,025$1.8M0.09%
143KRAFT HEINZ COKHC49,877$1.8M0.09%
144HUBBELL INCHUBB4,386$1.8M0.09%
145SCHLUMBERGER LTDSLB32,891$1.8M0.09%
146APPLIED MATLS INC0382221058,540$1.8M0.09%
147BOOKING HOLDINGS INCBKNG478$1.7M0.09%
148FRANKLIN ELEC INCFELE15,825$1.7M0.09%
149SCHWAB CHARLES CORPSCHW-PJ23,273$1.7M0.09%
150AFLAC INCAFL19,200$1.6M0.08%
151GENERAL MLS INC37033410423,549$1.6M0.08%
152FIRST SOLAR INCFSLR9,754$1.6M0.08%
153MARSH & MCLENNAN COS INC5717481027,615$1.6M0.08%
154TARGET CORPTGT8,826$1.6M0.08%
155ISHARES INC46434G10330,215$1.6M0.08%
156ISHARES TR46428724213,923$1.5M0.08%
157TERADYNE INCTER13,440$1.5M0.08%
158VERIZON COMMUNICATIONS INCVZ35,985$1.5M0.08%
159FIDELITY MERRIMACK STR TR31618830932,500$1.5M0.08%
160ENERGY TRANSFER L PET-PI93,536$1.5M0.08%
161HESS CORPHESM9,556$1.5M0.07%
162NORTHROP GRUMMAN CORPNOC3,039$1.5M0.07%
163REGAL REXNORD CORPORATIONRRX8,040$1.4M0.07%
164ISHARES TR4642876894,598$1.4M0.07%
165ISHARES TR46435GAA057,514$1.4M0.07%
166AGILENT TECHNOLOGIES INCA9,308$1.4M0.07%
167VANGUARD INDEX FDS9229083632,801$1.3M0.07%
168ISHARES TR4642877219,600$1.3M0.07%
169METLIFE INCMET-PF17,179$1.3M0.07%
170CDW CORPCDW4,952$1.3M0.06%
171BERKSHIRE HATHAWAY INC DELBRK-A2,957$1.2M0.06%
172MONDELEZ INTL INC60920710517,708$1.2M0.06%
173INTEL CORPINTC28,058$1.2M0.06%
174IRON MTN INC DEL46284V10114,650$1.2M0.06%
175SPDR SER TR78468R20037,000$1.1M0.06%
176FIDELITY NATL INFORMATION SV31620M10615,367$1.1M0.06%
177SCHWAB STRATEGIC TR80852410218,565$1.1M0.06%
178SKYWORKS SOLUTIONS INCSWKS10,462$1.1M0.06%
179ISHARES TR46434VBD145,532$1.1M0.06%
180ISHARES TR46429B74711,183$1.1M0.06%
181INVESCO QQQ TRIVZ2,382$1.1M0.05%
182EVEREST GROUP LTDEG2,637$1.0M0.05%
183NEUROCRINE BIOSCIENCES INCNBIX7,500$1.0M0.05%
184ISHARES TR46428734124,030$1.0M0.05%
185ISHARES TR46435U51541,300$1.0M0.05%
186ISHARES TR46428744010,850$1.0M0.05%
187ISHARES INC46434G82213,910$992,4790.05%
188ISHARES TR4642875985,534$991,1950.05%
189DUKE ENERGY CORP NEWDUKB10,090$975,8040.05%
190VERTIV HOLDINGS COVRT11,854$968,1160.05%
191CAESARS ENTERTAINMENT INC NE12769G10022,092$966,3040.05%
192CHUBB LIMITEDCB3,695$957,4850.05%
193CISCO SYS INCCSCO19,103$953,4310.05%
194SHELL PLCRYDAF14,215$952,9740.05%
195COPART INCCPRT16,075$931,0640.05%
196LAMAR ADVERTISING CO NEWLAMR7,765$927,2190.05%
197VERISK ANALYTICS INCVRSK3,930$926,4190.05%
198PLAINS GP HLDGS L PPAGP50,550$922,5380.05%
199HCA HEALTHCARE INCHCA2,755$918,8750.05%
200LOCKHEED MARTIN CORPLMT2,001$910,1950.05%
201ISHARES TR46434VBG435,225$882,3860.05%
202KEYSIGHT TECHNOLOGIES INCKEYS5,308$830,0650.04%
203WALGREENS BOOTS ALLIANCE INC93142710838,155$827,5820.04%
204SNAP ON INCSNA2,790$826,4540.04%
205VANGUARD INDEX FDS9229086114,277$820,6710.04%
206APOLLO GLOBAL MGMT INC03769M1067,178$807,1660.04%
207KEYCORP49326710850,617$800,2550.04%
208COLGATE PALMOLIVE COCL8,841$796,1320.04%
209ZEBRA TECHNOLOGIES CORPORATIZBRA2,579$777,4140.04%
210KLA CORPKLAC1,092$762,8380.04%
211SOUTHERN COSOMN10,515$754,3460.04%
212CMS ENERGY CORPCMS-PC12,436$750,3880.04%
213DOMINION ENERGY INCD15,227$749,0160.04%
214BECTON DICKINSON & COBDX2,930$725,0290.04%
215SSGA ACTIVE ETF TR78467V60816,820$708,2900.04%
216ISHARES SILVER TRSLV31,100$707,5250.04%
217PAYCHEX INCPAYX5,650$693,8200.04%
218ISHARES TR46435UAA928,834$686,2490.04%
219VANECK ETF TRUST92189H40913,125$685,9130.04%
220AT&T INCT-PC38,972$685,9070.04%
221DELTA AIR LINES INC DELDAL13,812$661,1800.03%
222FEDEX CORPFDX2,269$657,4200.03%
223ISHARES TR4642871505,437$626,8860.03%
224ISHARES TR4642873097,364$621,8160.03%
225ISHARES TR46435G5167,770$620,9010.03%
226DUPONT DE NEMOURS INCDD7,943$608,9780.03%
227L3HARRIS TECHNOLOGIES INCLHX2,801$596,8930.03%
228CVS HEALTH CORPCVS7,462$595,1690.03%
229TESLA INCTSLA3,240$569,5600.03%
230ISHARES TR4642876552,707$569,2820.03%
231ALLSTATE CORPALL-PJ3,269$565,5700.03%
232GENERAL MTRS CO37045V10012,175$552,1360.03%
233SPDR DOW JONES INDL AVERAGE78467X1091,386$551,2950.03%
234FIDELITY NATIONAL FINANCIALFNF10,375$550,9130.03%
235NOVO-NORDISK A SNONOF4,245$545,0580.03%
236JACOBS SOLUTIONS INCJ3,495$537,2860.03%
237LAUDER ESTEE COS INC5184391043,393$523,0310.03%
238AMERICAN INTL GROUP INC0268747846,663$520,8470.03%
239ISHARES TR46436E20522,700$518,0140.03%
240UNIVERSAL DISPLAY CORPOLED3,000$505,3500.03%
241CATERPILLAR INCCAT1,363$499,4440.03%
242ISHARES TR4642871764,559$489,6820.03%
243BLOCK H & R INCBSQKZ9,622$472,5360.02%
244ISHARES TR46428723411,482$471,6810.02%
245SPDR INDEX SHS FDS78463X84816,484$468,1460.02%
246REGENERON PHARMACEUTICALSREGN485$466,8080.02%
247CANADIAN NATL RY CO1363751023,540$466,2530.02%
248CORNING INCGLW14,005$461,6050.02%
249VERALTO CORPVLTO5,154$456,9540.02%
250ENTERPRISE PRODS PARTNERS L29379210715,500$452,2900.02%
251INVESCO EXCH TRD SLF IDX FDIVZ22,047$450,4200.02%
252PUBLIC STORAGEPSA-PS1,540$446,6920.02%
253EASTMAN CHEM COEMN4,425$443,4740.02%
254WEC ENERGY GROUP INCWEC5,280$433,5940.02%
255CANADIAN IMPERIAL BK COMM TOCNDIF8,547$433,5040.02%
256MANHATTAN ASSOCIATES INCMANH1,684$421,3870.02%
257YUM BRANDS INCYUM2,994$415,1180.02%
258GENERAL DYNAMICS CORPGD1,455$411,0230.02%
259COGENT COMMUNICATIONS HLDGSCCOI6,226$406,7450.02%
260INVESCO EXCH TRD SLF IDX FDIVZ19,000$398,4300.02%
261VANGUARD INTL EQUITY INDEX F9220428589,526$397,9010.02%
262DEERE & CODE965$396,3640.02%
263ISHARES TR46436E87416,300$390,2220.02%
264WILLIAMS COS INC96945710010,000$389,7000.02%
265CUMMINS INCCMI1,320$388,9380.02%
266ISHARES TR46436E86616,700$387,9410.02%
267RIO TINTO PLCRTNTF6,025$384,0340.02%
268CME GROUP INCCME1,770$381,0630.02%
269VANGUARD INTL EQUITY INDEX F9220427423,419$377,8000.02%
270PHILIP MORRIS INTL INC7181721094,065$372,4600.02%
271VANGUARD STAR FDS9219097686,140$370,2420.02%
272NORFOLK SOUTHN CORP6558441081,400$356,8180.02%
273VANGUARD INDEX FDS9229086522,015$353,1690.02%
274MICROCHIP TECHNOLOGY INC.MCHPP3,898$349,6900.02%
275J P MORGAN EXCHANGE TRADED F46641Q6476,875$348,8380.02%
276MCKESSON CORPMCK647$347,3420.02%
277ISHARES TR46428822424,625$344,2580.02%
278NRG ENERGY INCNRG4,810$325,5890.02%
279FIRST TR EXCH TRD ALPHDX FD33737J8025,700$324,6720.02%
280OTTER TAIL CORPOTTR3,680$317,9520.02%
281ISHARES INC4642865178,710$314,2130.02%
282HUNTINGTON BANCSHARES INCHBANP21,170$295,3220.02%
283ISHARES TR4642883565,100$293,4540.02%
284WERNER ENTERPRISES INCWERN7,325$286,5540.01%
285SPIRE INCSRJN4,585$281,3810.01%
286ISHARES TR46434V1005,700$280,5540.01%
287PRINCIPAL FINANCIAL GROUP INPFG3,156$272,4170.01%
288LAM RESEARCH CORPLRCX280$272,0400.01%
289KIMBERLY-CLARK CORPKMB2,100$271,6350.01%
290LAMB WESTON HLDGS INCLW2,470$263,1290.01%
291SELECT SECTOR SPDR TR81369Y8864,000$262,6000.01%
292BAKER HUGHES COMPANYBKR7,815$261,8030.01%
293JETBLUE AWYS CORP47714310135,002$259,7150.01%
294BRISTOL-MYERS SQUIBB COCELG-RI4,786$259,5450.01%
295ISHARES TR46436E72611,800$252,5200.01%
296TARGA RES CORPTRGP2,235$250,2980.01%
297ISHARES TR4642882572,220$244,4890.01%
298VAIL RESORTS INCMTN1,095$243,9990.01%
299SELECT SECTOR SPDR TR81369Y8031,135$236,3860.01%
300SPDR SER TR78468R1018,150$235,6980.01%
301VANGUARD INDEX FDS9229085532,703$233,7550.01%
302NIKE INCNKE2,478$232,8820.01%
303WALMART INCWMT3,663$220,4030.01%
304ISHARES TR464287101870$215,2470.01%
305CSX CORPCSX5,800$215,0060.01%
306XCEL ENERGY INCXELLL3,851$206,9910.01%
307CABOT CORPCBT2,205$203,3010.01%
308UGI CORP NEW9026811058,280$203,1910.01%
309VIATRIS INCVTRS16,026$191,3500.01%
310FIRST FNDTN INC32026V10415,842$119,6070.01%
311FTC SOLAR INCFTCI73,000$39,3470.00%