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Choate Investment Advisors — 13F Holdings & Portfolio

CIK 1399794 · latest 13F-HR filed 2026-08-11

Backtest portfolio

Choate Investment Advisors manages $5.69B in 13F-reported U.S. long-equity assets across 472 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (33.79%), VEU (4.77%), IEMG (4.41%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 50 new positions, exited 16, added to 211, and trimmed 114.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
TWO INTERNATIONAL PLACE
BOSTON, MA 02110
Phone
(617) 248-5000
Filing Manager
Choate Investment Advisors
BOSTON, MA
Signatory
Erin Kerr
CCO
Loading holdings…
AUM

$5.69B

Long-equity book

Holdings

472

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+50 / −16 / ↑211 / ↓114

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$239.6M +14.2%
  • ISHARES INC$54.3M +27.6%
  • VANGUARD INTL EQUITY INDEX F$38.4M +16.5%
  • TAIWAN SEMICONDUCTOR MANUFAC$19.5M +43.3%
  • ALPHABET INC$18.4M +21.5%
Show all 211 →

Top Trims

  • ISHARES TR-$17.3M -22.7%
  • ABBOTT LABORATORIES-$10.0M -31.9%
  • WALMART INC-$5.3M -10.3%
  • CANADIAN PACIFIC KANSAS CITY-$5.1M -65.3%
  • ADOBE INC-$3.1M -27.6%
Show all 114 →

New Positions

  • VERISK ANALYTICS INC$8.0M
  • MATTHEWS ASIA FDS$4.7M
  • DUPONT DE NEMOURS INC$1.6M
  • VANGUARD INSTL INDEX FD$1.3M
  • VANGUARD SCOTTSDALE FDS$1.3M
Show all 50 →

Exited Positions

  • HONEYWELL INTL INC$2.5M
  • DUPONT DE NEMOURS INC$1.6M
  • HOLOGIC INC$724.6K
  • GE HEALTHCARE TECHNOLOGIES I$365.8K
  • ZOETIS INC$350.5K
Show all 16 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $1.92B 33.79% 2,567,736 SH
2 VANGUARD INTL EQUITY INDEX F VEU 922042775 $271.6M 4.77% 3,242,810 SH
3 ISHARES INC IEMG 46434G103 $251.0M 4.41% 3,029,806 SH
4 ISHARES TR GVI 464288612 $239.8M 4.21% 2,259,954 SH
5 APPLE INC AAPL 037833100 $175.3M 3.08% 605,835 SH
6 HARRIS OAKMARK ETF TRUST OAKM 41456U106 $163.9M 2.88% 5,819,404 SH
7 SPDR SERIES TRUST SPYX 78468R796 $139.2M 2.45% 2,278,337 SH
8 NVIDIA CORPORATION NVDA 67066G104 $126.3M 2.22% 631,150 SH
9 MICROSOFT CORP MSFT 594918104 $119.2M 2.09% 319,518 SH
10 AMAZON COM INC AMZN 023135106 $110.7M 1.95% 464,512 SH
11 ALPHABET INC GOOGL 02079K305 $103.9M 1.83% 290,662 SH
12 ALPHABET INC GOOG 02079K107 $75.5M 1.33% 213,613 SH
13 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $70.3M 1.24% 94,139 SH
14 VANGUARD INDEX FDS VTI 922908769 $69.3M 1.22% 187,376 SH
15 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $64.6M 1.14% 135,313 SH
16 ELI LILLY & CO LLY 532457108 $60.9M 1.07% 50,791 SH
17 ISHARES TR MUB 464288414 $58.9M 1.04% 547,382 SH
18 JPMORGAN CHASE & CO JPM 46625H100 $52.3M 0.92% 159,923 SH
19 JOHNSON & JOHNSON JNJ 478160104 $46.9M 0.82% 184,823 SH
20 WALMART INC WMT 931142103 $46.4M 0.81% 409,349 SH
21 VANGUARD TAX-MANAGED FDS VEA 921943858 $46.1M 0.81% 647,439 SH
22 HOME DEPOT INC HD 437076102 $44.0M 0.77% 124,683 SH
23 TJX COS INC NEW TJX 872540109 $37.0M 0.65% 244,317 SH
24 VISA INC V 92826C839 $35.1M 0.62% 102,208 SH
25 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $34.0M 0.60% 67,929 SH
26 BROADCOM INC AVGO 11135F101 $31.0M 0.54% 82,004 SH
27 VANGUARD INDEX FDS VOO 922908363 $30.5M 0.54% 44,351 SH
28 MASTERCARD INCORPORATED MA 57636Q104 $27.8M 0.49% 54,084 SH
29 VANGUARD STAR FDS VXUS 921909768 $24.5M 0.43% 286,869 SH
30 META PLATFORMS INC META 30303M102 $24.0M 0.42% 42,598 SH
31 EXXON MOBIL CORP XOM 30231G102 $23.2M 0.41% 169,482 SH
32 LINDE PLC LIN G54950103 $22.3M 0.39% 42,924 SH
33 ABBOTT LABORATORIES ABT 002824100 $21.3M 0.37% 234,440 SH
34 QUANTA SVCS INC PWR 74762E102 $21.2M 0.37% 29,378 SH
35 INVESCO QQQ TR QQQ 46090E103 $20.4M 0.36% 27,760 SH
36 MARSH & MCLENNAN COS INC MRSH 571748102 $20.3M 0.36% 121,874 SH
37 PROCTER & GAMBLE CO PG 742718109 $19.2M 0.34% 130,732 SH
38 ISHARES TR IWF 464287614 $19.0M 0.33% 153,044 SH
39 GLOBAL X FDS CATH 37954Y889 $18.3M 0.32% 207,035 SH
40 ABBVIE INC ABBV 00287Y109 $18.0M 0.32% 71,634 SH
41 WASTE CONNECTIONS INC WCN 94106B101 $17.3M 0.30% 104,059 SH
42 VANGUARD INTL EQUITY INDEX F VT 922042742 $16.5M 0.29% 105,217 SH
43 COCA COLA CO KO 191216100 $16.3M 0.29% 200,743 SH
44 APPLIED MATLS INC AMAT 038222105 $16.2M 0.29% 22,451 SH
45 VANGUARD WORLD FD MGC 921910873 $15.9M 0.28% 58,067 SH
46 AMERICAN EXPRESS CO AXP 025816109 $15.6M 0.27% 46,033 SH
47 SPDR GOLD TR GLD 78463V107 $15.4M 0.27% 41,746 SH
48 MSCI INC MSCI 55354G100 $15.0M 0.26% 26,781 SH
49 BOOKING HOLDINGS INC BKNG 09857L108 $14.8M 0.26% 82,770 SH
50 PROGRESSIVE CORP PGR 743315103 $14.2M 0.25% 64,822 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $5.69B 472 0001398344-26-014036
2026-03-31 2026-05-13 $5.11B 438 0001398344-26-009072
2025-12-31 2026-02-09 $5.10B 444 0001398344-26-002491
2025-09-30 2025-11-10 $4.83B 424 0001398344-25-020572