Position in GFS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$295,851
+$94,491 QoQ
Shares Held
3,590
-20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#267
of 439 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in GFS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Chesley Taft & Associates LLC holds $196,714,774 across 11 Semiconductors names. GFS ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
464,689 | $92,979,621 | |
| 2 | AVGO |
Broadcom Inc.
|
212,959 | $80,445,261 | |
| 3 | MU |
Micron Technology Inc
|
6,502 | $7,505,193 | |
| 4 | TXN |
Texas Instruments Inc
|
14,230 | $4,241,536 | |
| 5 | INTC |
Intel Corp
|
29,548 | $4,125,787 | |
| 6 | QCOM |
Qualcomm Inc/De
|
17,061 | $3,152,701 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
5,051 | $2,934,175 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,309 | $389,937 |
All Filings in GFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,851 | 3,590 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $201,360 | 4,527 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||