Choate Investment Advisors
Sector Allocation
- Other62.7%$3.6B
- Technology15.5%$884.1M
- Financials6.0%$344.0M
- Consumer Discretionary4.2%$239.4M
- Healthcare4.0%$229.0M
- Industrials2.3%$132.8M
- Consumer Staples2.1%$121.5M
- Materials1.1%$60.6M
- Energy1.0%$57.9M
- Utilities0.5%$26.6M
AUM History
13fpro.ai/research/fund/choate-investment-advisors-1399794
Conviction and streaks
Stable · top 10 = 61.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$1.9B
- VANGUARD$271.6M
- ISHARES$251.0M
- ISHARES$239.8M
AAPL
$175.3M- HARRIS$163.9M
- SPDR$139.2M
NVDA
$126.3MMSFT
$119.2MAMZN
$110.7MGOOGL
$103.9MGOOG
$75.5MSPY
$70.3M- VANGUARD$69.3M
TSM
$64.6MLLY
$60.9M- ISHARES$58.9M
JPM
$52.3MJNJ
$46.9MWMT
$46.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/choate-investment-advisors-1399794
Choate Investment Advisors 13F holdings — Q2 2026
$5.7B portfolio (+11.4% QoQ) · 472 holdings · Q2 2026 13F · top 10 are 62% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$1.9B
33.8% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$271.6M
4.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES INC - CORE MSCI EMKT
$251.0M
4.4% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - INTRM GOV CR ETF
$239.8M
4.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $175.3M
3.1% of stocks
-3%This quarter+12.8%Since filed10+ qtrsHeld- 6
HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG
$163.9M
2.9% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR SP500FF
$139.2M
2.5% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $126.3M
2.2% of stocks
-2%This quarter-0.7%Since filed10+ qtrsHeld$119.2M
2.1% of stocks
-2%This quarter+5.7%Since filed10+ qtrsHeld$110.7M
1.9% of stocks
-2%This quarter-8.5%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $1.9B | 33.8% | -0.4% | — | — | — | — | |
| 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 | $175.3M | 3.1% | -3% | +12.8% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 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 | $126.3M | 2.2% | -2% | -0.7% | 10+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $119.2M | 2.1% | -2% | +5.7% | 10+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $110.7M | 1.9% | -2% | -8.5% | 10+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Choate Investment Advisors (Q2 2026)
472 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $103.9M | 1.8% | 291K | -2% | 10+ qtrs | 77.7 | 13F | |
| 12 | Alphabet Inc. | Technology | $75.5M | 1.3% | 214K | -3% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | SPDR S&P 500 ETF TRUSTetf/fund | — | $70.3M | 1.2% | 94K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $69.3M | 1.2% | 187K | +10% | — | — | 13F |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $64.6M | 1.1% | 135K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ELI LILLY & Co | Healthcare | $60.9M | 1.1% | 51K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $58.9M | 1.0% | 547K | -24% | — | — | 13F |
| 18 | JPMORGAN CHASE & CO | Financials | $52.3M | 0.9% | 160K | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JOHNSON & JOHNSON | Healthcare | $46.9M | 0.8% | 185K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Walmart Inc. | Consumer Staples | $46.4M | 0.8% | 409K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $46.1M | 0.8% | 647K | +4% | — | — | 13F |
| 22 | HOME DEPOT, INC. | Consumer Discretionary | $44.0M | 0.8% | 125K | -5% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $37.0M | 0.7% | 244K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | VISA INC. | Financials | $35.1M | 0.6% | 102K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BERKSHIRE HATHAWAY INC | Financials | $34.0M | 0.6% | 68K | +0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AVGO | Broadcom Inc. | Technology | $31.0M | 0.5% | 82K | +11% | |||
| 27 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $30.5M | 0.5% | 44K | -3% | |||
| 28 | $MA | Mastercard Inc | Financials | $27.8M | 0.5% | 54K | -0.6% | |||
| 29 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $24.5M | 0.4% | 287K | — | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $24.0M | 0.4% | 43K | -8% | |||
| 31 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $23.2M | 0.4% | 169K | +35% | |||
| 32 | $LIN | LINDE PLC | Materials | $22.3M | 0.4% | 43K | +3% | |||
| 33 | $ABT | ABBOTT LABORATORIES | Healthcare | $21.3M | 0.4% | 234K | -23% | |||
| 34 | $PWR | QUANTA SERVICES, INC. | Industrials | $21.2M | 0.4% | 29K | -0.3% | |||
| 35 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $20.4M | 0.4% | 28K | +12% | |||
| 36 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $20.3M | 0.4% | 122K | — | |||
| 37 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $19.2M | 0.3% | 131K | -13% | |||
| 38 | — | ISHARES TR - RUS 1000 GRW ETF | — | $19.0M | 0.3% | 153K | +302% | |||
| 39 | — | GLOBAL X FDS - S&P 500 CATHOLIC | — | $18.3M | 0.3% | 207K | +26% | |||
| 40 | $ABBV | AbbVie Inc. | Healthcare | $18.0M | 0.3% | 72K | -4% | |||
| 41 | $WCN | Waste Connections, Inc. | Utilities | $17.3M | 0.3% | 104K | -2% | |||
| 42 | $DOV | DOVER Corp | Industrials | $16.5M | 0.3% | 105K | +7% | |||
| 43 | $KO | COCA COLA CO | Consumer Staples | $16.3M | 0.3% | 201K | +0.5% | |||
| 44 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $16.2M | 0.3% | 22K | -12% | |||
| 45 | — | VANGUARD WORLD FD - MEGA CAP INDEX | — | $15.9M | 0.3% | 58K | — | |||
| 46 | $AXP | AMERICAN EXPRESS CO | Financials | $15.6M | 0.3% | 46K | -3% | |||
| 47 | $GLD | SPDR GOLD TRUST | Financials | $15.4M | 0.3% | 42K | +13% | |||
| 48 | $MSCI | MSCI Inc. | Financials | $15.0M | 0.3% | 27K | +0.2% | |||
| 49 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $14.8M | 0.3% | 83K | +2358% | |||
| 50 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $14.2M | 0.3% | 65K | +1% | |||
| 51 | $PEP | PEPSICO INC | Consumer Staples | $13.2M | 0.2% | 98K | -4% | |||
| 52 | $SGOL | abrdn Gold ETF Trust | Financials | $12.8M | 0.2% | 334K | -1% | |||
| 53 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $12.3M | 0.2% | 103K | -19% | |||
| 54 | $UBER | Uber Technologies, Inc | Technology | $12.2M | 0.2% | 169K | +11% | |||
| 55 | $MRK | Merck & Co., Inc. | Healthcare | $12.2M | 0.2% | 95K | -7% | |||
| 56 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $12.0M | 0.2% | 16 | — | |||
| 57 | $CSCO | CISCO SYSTEMS, INC. | Technology | $11.8M | 0.2% | 101K | -3% | |||
| 58 | — | GLOBAL X FDS - S&P EX US ETF | — | $10.9M | 0.2% | 276K | +36% | |||
| 59 | — | ISHARES TR - CORE S&P MCP ETF | — | $10.5M | 0.2% | 136K | -7% | |||
| 60 | $NFLX | NETFLIX INC | Communication Services | $10.3M | 0.2% | 144K | +36% | |||
| 61 | $INTC | INTEL CORP | Technology | $10.3M | 0.2% | 74K | +0.6% | |||
| 62 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $10.3M | 0.2% | 43K | -12% | |||
| 63 | $VMC | Vulcan Materials CO | Materials | $10.2M | 0.2% | 35K | +5% | |||
| 64 | $EMR | EMERSON ELECTRIC CO | Industrials | $10.2M | 0.2% | 71K | -7% | |||
| 65 | $CAT | CATERPILLAR INC | Industrials | $10.1M | 0.2% | 9,496 | +0.5% | |||
| 66 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $10.0M | 0.2% | 44K | -5% | |||
| 67 | — | ISHARES TR - EXPANDED TECH | — | $9.6M | 0.2% | 106K | +10% | |||
| 68 | $MU | MICRON TECHNOLOGY INC | Technology | $9.5M | 0.2% | 8,232 | +47% | |||
| 69 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $8.6M | 0.1% | 9,207 | -4% | |||
| 70 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $8.4M | 0.1% | 229K | -1% | |||
| 71 | $IVZ | Invesco Ltd. | Financials | $8.3M | 0.1% | 39K | -10% | |||
| 72 | $ADBE | ADOBE INC. | Technology | $8.1M | 0.1% | 40K | -14% | |||
| 73 | $VRSK | Verisk Analytics, Inc. | Technology | $8.0M | 0.1% | 45K | New | |||
| 74 | $GE | GENERAL ELECTRIC CO | Industrials | $7.8M | 0.1% | 21K | -1% | |||
| 75 | $DHR | DANAHER CORP /DE/ | Healthcare | $7.8M | 0.1% | 41K | -5% | |||
| 76 | $EW | Edwards Lifesciences Corp | Healthcare | $7.3M | 0.1% | 81K | -16% | |||
| 77 | $DIS | Walt Disney Co | Communication Services | $7.0M | 0.1% | 73K | -9% | |||
| 78 | $ECL | ECOLAB INC. | Materials | $7.0M | 0.1% | 25K | -15% | |||
| 79 | $RTX | RTX Corp | Industrials | $6.6M | 0.1% | 35K | -0.3% | |||
| 80 | $GEV | GE Vernova Inc. | Industrials | $6.5M | 0.1% | 5,548 | +6% | |||
| 81 | — | ISHARES TR - MSCI USA MIN ETF | — | $6.3M | 0.1% | 65K | -0.8% | |||
| 82 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $6.0M | 0.1% | 69K | +496% | |||
| 83 | — | ISHARES INC - MSCI GBL MIN VOL | — | $5.9M | 0.1% | 49K | — | |||
| 84 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $5.8M | 0.1% | 21K | +3% | |||
| 85 | $MCD | MCDONALDS CORP | Consumer Discretionary | $5.6M | 0.1% | 21K | -7% | |||
| 86 | $PANW | Palo Alto Networks Inc | Technology | $5.6M | 0.1% | 16K | +0.3% | |||
| 87 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | — | $5.5M | 0.1% | 55K | -18% | |||
| 88 | $COP | CONOCOPHILLIPS | Energy | $5.4M | 0.1% | 52K | -1% | |||
| 89 | $TSLA | Tesla, Inc. | Consumer Discretionary | $5.4M | 0.1% | 13K | +2% | |||
| 90 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $5.3M | 0.1% | 12K | -11% | |||
| 91 | $LRCX | LAM RESEARCH CORP | Technology | $5.3M | 0.1% | 12K | +0.5% | |||
| 92 | — | ISHARES TR - MSCI EAFE ETF | — | $5.2M | 0.1% | 50K | -6% | |||
| 93 | $ADI | ANALOG DEVICES INC | Technology | $5.0M | 0.1% | 13K | -0.8% | |||
| 94 | $NEM | NEWMONT Corp /DE/ | Materials | $4.9M | 0.1% | 53K | -2% | |||
| 95 | — | ISHARES TR - CORE MSCI EAFE | — | $4.9M | 0.1% | 51K | +1% | |||
| 96 | $CVX | CHEVRON CORP | Energy | $4.9M | 0.1% | 29K | +0.8% | |||
| 97 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $4.8M | 0.1% | 9,506 | -7% | |||
| 98 | — | MATTHEWS ASIA FDS - ASIA INNOV ACTIV | — | $4.7M | 0.1% | 82K | New | |||
| 99 | $CB | Chubb Ltd | Financials | $4.7M | 0.1% | 14K | — | |||
| 100 | $NVS | NOVARTIS AG | Healthcare | $4.6M | 0.1% | 29K | -4% | |||
| 101 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $4.5M | 0.1% | 14K | +1% | |||
| 102 | $AMGN | AMGEN INC | Healthcare | $4.4M | 0.1% | 12K | -16% | |||
| 103 | $FTNT | Fortinet, Inc. | Technology | $4.4M | 0.1% | 29K | +0.1% | |||
| 104 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $4.4M | 0.1% | 24K | -0.7% | |||
| 105 | $SPGI | S&P Global Inc. | Financials | $4.4M | 0.1% | 11K | -9% | |||
| 106 | $ORCL | ORACLE CORP | Technology | $4.4M | 0.1% | 30K | -1% | |||
| 107 | — | ISHARES TR - BROAD USD HIGH | — | $4.4M | 0.1% | 118K | +108% | |||
| 108 | $MS | MORGAN STANLEY | Financials | $4.3M | 0.1% | 21K | -12% | |||
| 109 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $4.3M | 0.1% | 27K | -16% | |||
| 110 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $4.2M | 0.1% | 74K | -0.7% | |||
| 111 | — | ISHARES TR - CORE S&P TTL STK | — | $4.1M | 0.1% | 25K | — | |||
| 112 | $UNP | UNION PACIFIC CORP | Industrials | $4.1M | 0.1% | 15K | -8% | |||
| 113 | $IAU | ISHARES GOLD TRUST | Financials | $4.0M | 0.1% | 53K | — | |||
| 114 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $4.0M | 0.1% | 25K | -0.6% | |||
| 115 | $MMM | 3M CO | Healthcare | $4.0M | 0.1% | 25K | -2% | |||
| 116 | $AFL | AFLAC INC | Financials | $3.8M | 0.1% | 32K | -8% | |||
| 117 | $DE | DEERE & CO | Industrials | $3.8M | 0.1% | 5,971 | -2% | |||
| 118 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.8M | 0.1% | 3,732 | -4% | |||
| 119 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $3.7M | 0.1% | 15K | +1% | |||
| 120 | $NEE | NEXTERA ENERGY INC | Utilities | $3.7M | 0.1% | 42K | -2% | |||
| 121 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.7M | 0.1% | 6,311 | +0.7% | |||
| 122 | — | ISHARES TR - S&P 500 GRWT ETF | — | $3.6M | 0.1% | 26K | — | |||
| 123 | $STX | Seagate Technology Holdings plc | Technology | $3.5M | 0.1% | 3,621 | -0.3% | |||
| 124 | $PFE | PFIZER INC | Healthcare | $3.4M | 0.1% | 143K | -0.8% | |||
| 125 | $KLAC | KLA CORP | Technology | $3.4M | 0.1% | 11K | +905% | |||
| 126 | $SYK | STRYKER CORP | Healthcare | $3.4M | 0.1% | 11K | -4% | |||
| 127 | $ILMN | ILLUMINA, INC. | Healthcare | $3.4M | 0.1% | 19K | — | |||
| 128 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $3.4M | 0.1% | 15K | -4% | |||
| 129 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $3.3M | 0.1% | 40K | -0.0% | |||
| 130 | $MPC | Marathon Petroleum Corp | Energy | $3.3M | 0.1% | 13K | -0.1% | |||
| 131 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $3.3M | 0.1% | 103K | — | |||
| 132 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $3.3M | 0.1% | 11K | — | |||
| 133 | $GIS | GENERAL MILLS INC | Consumer Staples | $3.2M | 0.1% | 93K | -1% | |||
| 134 | $ATR | APTARGROUP, INC. | Materials | $3.1M | 0.1% | 25K | -19% | |||
| 135 | — | ISHARES TR - SHRT NAT MUN ETF | — | $3.1M | 0.1% | 29K | — | |||
| 136 | $SCHW | SCHWAB CHARLES CORP | Financials | $3.0M | 0.1% | 33K | -3% | |||
| 137 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $3.0M | 0.1% | 11K | -3% | |||
| 138 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $3.0M | 0.1% | 10K | — | |||
| 139 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $3.0M | 0.1% | 9,005 | -0.7% | |||
| 140 | $TXN | TEXAS INSTRUMENTS INC | Technology | $3.0M | 0.1% | 9,956 | -2% | |||
| 141 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $3.0M | 0.1% | 14K | — | |||
| 142 | — | ISHARES TR - ISHARES BIOTECH | — | $2.9M | 0.1% | 15K | — | |||
| 143 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $2.9M | 0.1% | 12K | -7% | |||
| 144 | $Q | Qnity Electronics, Inc. | Technology | $2.9M | 0.1% | 18K | +0.6% | |||
| 145 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.8M | 0.1% | 6,728 | -8% | |||
| 146 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $2.7M | 0.1% | 31K | -68% | |||
| 147 | — | VANGUARD INDEX FDS - VALUE ETF | — | $2.6M | 0.1% | 12K | +3% | |||
| 148 | $C | CITIGROUP INC | Financials | $2.6M | 0.1% | 19K | +0.5% | |||
| 149 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $2.6M | 0.1% | 35K | -0.2% | |||
| 150 | $CTVA | Corteva, Inc. | Consumer Staples | $2.6M | 0.1% | 30K | -1% |
What changed in Q2 2026
Against the previous quarter's 13F: 46 new, 105 added to, 198 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (46)
$VRSKVerisk Analytics, Inc.$8.0M
first bought this quarter
- MATTHEWS ASIA FDS - ASIA INNOV ACTIV$4.7M
first bought this quarter
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$1.3M
first bought this quarter
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$1.3M
first bought this quarter
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS$1.2M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.2M
first bought this quarter
+40 more in the Excel export
Added to (105)
- ISHARES INC - CORE MSCI EMKT+7%
now $251.0M
- ISHARES TR - RUS 1000 GRW ETF+302%
now $19.0M
$BKNGBooking Holdings Inc.+2358%
now $14.8M · held 10+ qtrs
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US+4%
now $271.6M
- VANGUARD INDEX FDS - TOTAL STK MKT+10%
now $69.3M
$XOM.R34088EXXON MOBIL CORP+35%
now $23.2M · held 10+ qtrs, 5 adds in a row
+99 more in the Excel export
Trimmed (198)
- ISHARES TR - NATIONAL MUN ETF-24%
now $58.9M
- HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG-5%
now $163.9M
- ISHARES TR - CORE S&P500 ETF-0.4%
now $1.9B
$ABTABBOTT LABORATORIES-23%
now $21.3M · held 10+ qtrs
- SPDR SERIES TRUST - ST STR SP500FF-4%
now $139.2M
$CPCANADIAN PACIFIC KANSAS CITY LTD/CN-68%
now $2.7M · held 10+ qtrs
+192 more in the Excel export
Holdings by quarter
Every 13F Choate Investment Advisors has filed, 41 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Choate Investment Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.3%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 18% over the last 4
Top 10 weight
62%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Choate Investment Advisors
13F Pro is an AI hedge fund tracker and stock research platform. For Choate Investment Advisors (SEC CIK: 1399794), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Choate Investment Advisors's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.