Choate Investment Advisors
13F Reported Value
ⓘ$5.7B
Holdings
472
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Choate Investment Advisors disclosed 472 positions worth $5.7B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 46 new positions and exited 14 — including a new stake in $VRSK and a full exit from $HOLX. The portfolio is most concentrated in Other (62.7% of disclosed assets). All figures are sourced directly from Choate Investment Advisors’s Form 13F-HR filing with the SEC under CIK 1399794.
AI Fund Analysis
Stable
$AAPL
$AVGO
$LIN
$LLY
$DOVSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE S&P500 ETF
—Quality
$1.9B2,567,736 shVANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$271.6M3,242,810 shISHARES INC - CORE MSCI EMKT
—Quality
$251.0M3,029,806 shISHARES TR - INTRM GOV CR ETF
—Quality
$239.8M2,259,954 sh- 76.4
Quality
$175.3M605,835 sh HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG
—Quality
$163.9M5,819,404 shSPDR SERIES TRUST - ST STR SP500FF
—Quality
$139.2M2,278,337 sh- 85.9
Quality
$126.3M631,150 sh - 79.8
Quality
$119.2M319,518 sh - 68.7
Quality
$110.7M464,512 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $1.9B | 2,567,736 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $271.6M | 3,242,810 |
| ISHARES INC - CORE MSCI EMKT | — | $251.0M | 3,029,806 |
| ISHARES TR - INTRM GOV CR ETF | — | $239.8M | 2,259,954 |
| Apple Inc.$AAPL | 76.4 | $175.3M | 605,835 |
| HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG | — | $163.9M | 5,819,404 |
| SPDR SERIES TRUST - ST STR SP500FF | — | $139.2M | 2,278,337 |
 NVIDIA CORP$NVDA | 85.9 | $126.3M | 631,150 |
 MICROSOFT CORP$MSFT | 79.8 | $119.2M | 319,518 |
 AMAZON COM INC$AMZN | 68.7 | $110.7M | 464,512 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Choate Investment Advisors's 472 positions.
Showing top 10 of 472 holdings.
Sector Allocation
Other
$3.6B
Technology
$914.6M
Financials
$341.9M
Consumer Discretionary
$288.6M
Healthcare
$211.1M
Industrials
$128.4M
Consumer Staples
$65.0M
Materials
$61.7M
Top Holdings — Choate Investment Advisors (Q2 2026)
Top 150 of 472 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $1.9B | 33.8% | -0% | — |
| 2 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $271.6M | 4.8% | +4% | — |
| 3 | — | ISHARES INC - CORE MSCI EMKT | $251.0M | 4.4% | +7% | — |
| 4 | — | ISHARES TR - INTRM GOV CR ETF | $239.8M | 4.2% | +2% | — |
| 5 | $AAPL | Apple Inc. | $175.3M | 3.1% | -3% | 76.4 |
| 6 | — | HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG | $163.9M | 2.9% | -5% | — |
| 7 | — | SPDR SERIES TRUST - ST STR SP500FF | $139.2M | 2.5% | -4% | — |
| 8 | $NVDA | NVIDIA CORP | $126.3M | 2.2% | -2% | 85.9 |
| 9 | $MSFT | MICROSOFT CORP | $119.2M | 2.1% | -2% | 79.8 |
| 10 | $AMZN | AMAZON COM INC | $110.7M | 1.9% | -2% | 68.7 |
| 11 |  $GOOG | Alphabet Inc. | $103.9M | 1.8% | -2% | 78.2 |
| 12 |  $GOOGL | Alphabet Inc. | $75.5M | 1.3% | -3% | 78.2 |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $70.3M | 1.2% | +2% | — |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $69.3M | 1.2% | +10% | — |
| 15 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $64.6M | 1.1% | +1% | — |
| 16 | $LLY | ELI LILLY & Co | $60.9M | 1.1% | +0% | 87.5 |
| 17 | — | ISHARES TR - NATIONAL MUN ETF | $58.9M | 1.0% | -24% | — |
| 18 |  $JPM | JPMORGAN CHASE & CO | $52.3M | 0.9% | -1% | 70.7 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $46.9M | 0.8% | -1% | 69 |
| 20 |  $WMT | Walmart Inc. | $46.4M | 0.8% | -2% | 60.2 |
| 21 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $46.1M | 0.8% | +4% | — |
| 22 |  $HD | HOME DEPOT, INC. | $44.0M | 0.8% | -5% | 60.3 |
| 23 |  $TJX | TJX COMPANIES INC /DE/ | $37.0M | 0.7% | -2% | 68.7 |
| 24 |  $V | VISA INC. | $35.1M | 0.6% | -3% | 82.9 |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $34.0M | 0.6% | +0% | 73.8 |
| 26 | $AVGO | Broadcom Inc. | $31.0M | 0.5% | +11% | 84.5 |
| 27 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $30.5M | 0.5% | -3% | — |
| 28 |  $MA | Mastercard Inc | $27.8M | 0.5% | -1% | 85.1 |
| 29 | — | VANGUARD STAR FDS - VG TL INTL STK F | $24.5M | 0.4% | +0% | — |
| 30 |  $META | Meta Platforms, Inc. | $24.0M | 0.4% | -8% | 79.6 |
| 31 |  $XOM.R34088 | EXXON MOBIL CORP | $23.2M | 0.4% | +35% | 57.9 |
| 32 | $LIN | LINDE PLC | $22.3M | 0.4% | +3% | — |
| 33 |  $ABT | ABBOTT LABORATORIES | $21.3M | 0.4% | -23% | 65.5 |
| 34 |  $PWR | QUANTA SERVICES, INC. | $21.2M | 0.4% | -0% | 72.1 |
| 35 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $20.4M | 0.4% | +12% | — |
| 36 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $20.3M | 0.4% | +0% | 66.2 |
| 37 |  $PG | PROCTER & GAMBLE Co | $19.2M | 0.3% | -13% | 64.6 |
| 38 | — | ISHARES TR - RUS 1000 GRW ETF | $19.0M | 0.3% | +302% | — |
| 39 | — | GLOBAL X FDS - S&P 500 CATHOLIC | $18.3M | 0.3% | +26% | — |
| 40 |  $ABBV | AbbVie Inc. | $18.0M | 0.3% | -4% | 72.6 |
| 41 |  $WCN | Waste Connections, Inc. | $17.3M | 0.3% | -2% | 68.2 |
| 42 | $DOV | DOVER Corp | $16.5M | 0.3% | +7% | 58.1 |
| 43 |  $KO | COCA COLA CO | $16.3M | 0.3% | +1% | 69.5 |
| 44 |  $AMAT | APPLIED MATERIALS INC /DE | $16.2M | 0.3% | -12% | 72.3 |
| 45 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $15.9M | 0.3% | +0% | — |
| 46 |  $AXP | AMERICAN EXPRESS CO | $15.6M | 0.3% | -3% | 69.4 |
| 47 |  $GLD | SPDR GOLD TRUST | $15.4M | 0.3% | +13% | — |
| 48 |  $MSCI | MSCI Inc. | $15.0M | 0.3% | +0% | 75.7 |
| 49 |  $BKNG | Booking Holdings Inc. | $14.8M | 0.3% | +2358% | 58.5 |
| 50 |  $PGR | PROGRESSIVE CORP/OH/ | $14.2M | 0.3% | +1% | 80.1 |
| 51 |  $PEP | PEPSICO INC | $13.2M | 0.2% | -4% | 63.4 |
| 52 |  $SGOL | abrdn Gold ETF Trust | $12.8M | 0.2% | -1% | — |
| 53 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $12.3M | 0.2% | -19% | — |
| 54 |  $UBER | Uber Technologies, Inc | $12.2M | 0.2% | +11% | 73.5 |
| 55 |  $MRK | Merck & Co., Inc. | $12.2M | 0.2% | -7% | 59.9 |
| 56 |  $BRK.A | BERKSHIRE HATHAWAY INC | $12.0M | 0.2% | +0% | 73.8 |
| 57 |  $CSCO | CISCO SYSTEMS, INC. | $11.8M | 0.2% | -3% | 70.3 |
| 58 | — | GLOBAL X FDS - S&P EX US ETF | $10.9M | 0.2% | +36% | — |
| 59 | — | ISHARES TR - CORE S&P MCP ETF | $10.5M | 0.2% | -7% | — |
| 60 |  $NFLX | NETFLIX INC | $10.3M | 0.2% | +36% | 78.8 |
| 61 |  $INTC | INTEL CORP | $10.3M | 0.2% | +1% | 45.6 |
| 62 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $10.3M | 0.2% | -12% | — |
| 63 |  $VMC | Vulcan Materials CO | $10.2M | 0.2% | +5% | 63.5 |
| 64 |  $EMR | EMERSON ELECTRIC CO | $10.2M | 0.2% | -7% | 65.3 |
| 65 |  $CAT | CATERPILLAR INC | $10.1M | 0.2% | +1% | 66.5 |
| 66 |  $ADP | AUTOMATIC DATA PROCESSING INC | $10.0M | 0.2% | -5% | 69.8 |
| 67 | — | ISHARES TR - EXPANDED TECH | $9.6M | 0.2% | +10% | — |
| 68 |  $MU | MICRON TECHNOLOGY INC | $9.5M | 0.2% | +47% | 86.2 |
| 69 |  $COST | COSTCO WHOLESALE CORP /NEW | $8.6M | 0.1% | -4% | 66.2 |
| 70 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $8.4M | 0.1% | -1% | 61.4 |
| 71 |  $IVZ | Invesco Ltd. | $8.3M | 0.1% | -10% | — |
| 72 |  $ADBE | ADOBE INC. | $8.1M | 0.1% | -14% | 77.6 |
| 73 |  $VRSK | Verisk Analytics, Inc. | $8.0M | 0.1% | NEW | 71.2 |
| 74 |  $GE | GENERAL ELECTRIC CO | $7.8M | 0.1% | -1% | 73.8 |
| 75 |  $DHR | DANAHER CORP /DE/ | $7.8M | 0.1% | -5% | 64.8 |
| 76 |  $EW | Edwards Lifesciences Corp | $7.3M | 0.1% | -16% | 69.4 |
| 77 |  $DIS | Walt Disney Co | $7.0M | 0.1% | -9% | 60.1 |
| 78 |  $ECL | ECOLAB INC. | $7.0M | 0.1% | -15% | 63.3 |
| 79 |  $RTX | RTX Corp | $6.6M | 0.1% | -0% | 73.2 |
| 80 |  $GEV | GE Vernova Inc. | $6.5M | 0.1% | +6% | 81.1 |
| 81 | — | ISHARES TR - MSCI USA MIN ETF | $6.3M | 0.1% | -1% | — |
| 82 | — | VANGUARD INDEX FDS - GROWTH ETF | $6.0M | 0.1% | +496% | — |
| 83 | — | ISHARES INC - MSCI GBL MIN VOL | $5.9M | 0.1% | +0% | — |
| 84 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.8M | 0.1% | +3% | 70 |
| 85 |  $MCD | MCDONALDS CORP | $5.6M | 0.1% | -7% | 69 |
| 86 |  $PANW | Palo Alto Networks Inc | $5.6M | 0.1% | +0% | 65.5 |
| 87 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | $5.5M | 0.1% | -18% | — |
| 88 |  $COP | CONOCOPHILLIPS | $5.4M | 0.1% | -1% | 70.2 |
| 89 |  $TSLA | Tesla, Inc. | $5.4M | 0.1% | +2% | 53.9 |
| 90 |  $AMP | AMERIPRISE FINANCIAL INC | $5.3M | 0.1% | -11% | 68.7 |
| 91 |  $LRCX | LAM RESEARCH CORP | $5.3M | 0.1% | +0% | 79.4 |
| 92 | — | ISHARES TR - MSCI EAFE ETF | $5.2M | 0.1% | -6% | — |
| 93 |  $ADI | ANALOG DEVICES INC | $5.0M | 0.1% | -1% | 79.2 |
| 94 |  $NEM | NEWMONT Corp /DE/ | $4.9M | 0.1% | -2% | 86.8 |
| 95 | — | ISHARES TR - CORE MSCI EAFE | $4.9M | 0.1% | +1% | — |
| 96 |  $CVX | CHEVRON CORP | $4.9M | 0.1% | +1% | 62.8 |
| 97 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.8M | 0.1% | -7% | 65.1 |
| 98 | — | MATTHEWS ASIA FDS - ASIA INNOV ACTIV | $4.7M | 0.1% | NEW | — |
| 99 |  $CB | Chubb Ltd | $4.7M | 0.1% | +0% | — |
| 100 |  $NVS | NOVARTIS AG | $4.6M | 0.1% | -4% | — |
| 101 |  $HLT | Hilton Worldwide Holdings Inc. | $4.5M | 0.1% | +1% | 63.3 |
| 102 |  $AMGN | AMGEN INC | $4.4M | 0.1% | -16% | 79.2 |
| 103 |  $FTNT | Fortinet, Inc. | $4.4M | 0.1% | +0% | 80.1 |
| 104 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $4.4M | 0.1% | -1% | — |
| 105 |  $SPGI | S&P Global Inc. | $4.4M | 0.1% | -9% | 76.1 |
| 106 |  $ORCL | ORACLE CORP | $4.4M | 0.1% | -1% | 67.9 |
| 107 | — | ISHARES TR - BROAD USD HIGH | $4.4M | 0.1% | +108% | — |
| 108 |  $MS | MORGAN STANLEY | $4.3M | 0.1% | -12% | 75.8 |
| 109 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $4.3M | 0.1% | -16% | — |
| 110 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.2M | 0.1% | -1% | 67.6 |
| 111 | — | ISHARES TR - CORE S&P TTL STK | $4.1M | 0.1% | +0% | — |
| 112 |  $UNP | UNION PACIFIC CORP | $4.1M | 0.1% | -8% | 69.7 |
| 113 |  $IAU | ISHARES GOLD TRUST | $4.0M | 0.1% | +0% | — |
| 114 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $4.0M | 0.1% | -1% | — |
| 115 |  $MMM | 3M CO | $4.0M | 0.1% | -2% | 64.9 |
| 116 |  $AFL | AFLAC INC | $3.8M | 0.1% | -8% | 61.3 |
| 117 |  $DE | DEERE & CO | $3.8M | 0.1% | -2% | 55.4 |
| 118 |  $GS | GOLDMAN SACHS GROUP INC | $3.8M | 0.1% | -4% | 73.5 |
| 119 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $3.7M | 0.1% | +1% | — |
| 120 |  $NEE | NEXTERA ENERGY INC | $3.7M | 0.1% | -2% | 64.6 |
| 121 |  $AMD | ADVANCED MICRO DEVICES INC | $3.7M | 0.1% | +1% | 79.8 |
| 122 | — | ISHARES TR - S&P 500 GRWT ETF | $3.6M | 0.1% | +0% | — |
| 123 |  $STX | Seagate Technology Holdings plc | $3.5M | 0.1% | -0% | — |
| 124 |  $PFE | PFIZER INC | $3.4M | 0.1% | -1% | 62 |
| 125 |  $KLAC | KLA CORP | $3.4M | 0.1% | +905% | 78.6 |
| 126 |  $SYK | STRYKER CORP | $3.4M | 0.1% | -4% | 72.1 |
| 127 |  $ILMN | ILLUMINA, INC. | $3.4M | 0.1% | +0% | 60.4 |
| 128 |  $LOW | LOWES COMPANIES INC | $3.4M | 0.1% | -4% | 60.8 |
| 129 |  $WFC | WELLS FARGO & COMPANY/MN | $3.3M | 0.1% | -0% | 61.8 |
| 130 |  $MPC | Marathon Petroleum Corp | $3.3M | 0.1% | -0% | 61 |
| 131 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $3.3M | 0.1% | +0% | — |
| 132 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.3M | 0.1% | +0% | — |
| 133 |  $GIS | GENERAL MILLS INC | $3.2M | 0.1% | -1% | 50.7 |
| 134 |  $ATR | APTARGROUP, INC. | $3.1M | 0.1% | -19% | 57.5 |
| 135 | — | ISHARES TR - SHRT NAT MUN ETF | $3.1M | 0.1% | +0% | — |
| 136 |  $SCHW | SCHWAB CHARLES CORP | $3.0M | 0.1% | -3% | 79.4 |
| 137 |  $ITW | ILLINOIS TOOL WORKS INC | $3.0M | 0.1% | -3% | 63.6 |
| 138 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $3.0M | 0.1% | +0% | — |
| 139 |  $TRV | TRAVELERS COMPANIES, INC. | $3.0M | 0.1% | -1% | 75.9 |
| 140 |  $TXN | TEXAS INSTRUMENTS INC | $3.0M | 0.1% | -2% | 73.4 |
| 141 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $3.0M | 0.1% | +0% | 61.3 |
| 142 | — | ISHARES TR - ISHARES BIOTECH | $2.9M | 0.1% | +0% | — |
| 143 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $2.9M | 0.1% | -7% | — |
| 144 |  $Q | Qnity Electronics, Inc. | $2.9M | 0.1% | +1% | 68.4 |
| 145 |  $UNH | UNITEDHEALTH GROUP INC | $2.8M | 0.1% | -8% | 62.7 |
| 146 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $2.7M | 0.1% | -68% | 69.7 |
| 147 | — | VANGUARD INDEX FDS - VALUE ETF | $2.6M | 0.1% | +3% | — |
| 148 |  $C | CITIGROUP INC | $2.6M | 0.1% | +1% | 65 |
| 149 |  $WMB | WILLIAMS COMPANIES, INC. | $2.6M | 0.1% | -0% | 64.3 |
| 150 |  $CTVA | Corteva, Inc. | $2.6M | 0.1% | -1% | 47.2 |
New Positions (46)
$VRSK Verisk Analytics, Inc.$8.0M
$HONA Honeywell Aerospace Inc.$1.2M
$WWD Woodward, Inc.$1.2M
$ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund$941,600
$AME AMETEK INC/$901,710
$BN BROOKFIELD Corp /ON/$897,371
$XPO XPO, Inc.$895,270
$RS RELIANCE, INC.$759,155
$ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund$669,600
$HAS HASBRO, INC.$651,800
$BFS SAUL CENTERS, INC.$621,197Exited Positions (14)
$HOLX HOLOGIC INC
$GEHC GE HealthCare Technologies Inc.
$ZTS Zoetis Inc.
$CTRA Coterra Energy Inc.
$REGN REGENERON PHARMACEUTICALS, INC.
$PYPL PayPal Holdings, Inc.
$SIVR abrdn Silver ETF Trust
$EIX EDISON INTERNATIONAL
$HCA HCA Healthcare, Inc.
$KDP Keurig Dr Pepper Inc.
$OMC OMNICOM GROUP INC.
$TRMB TRIMBLE INC.
$LNG Cheniere Energy, Inc.
$KALV KalVista Pharmaceuticals, Inc.Browse Top Institutional Investors
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