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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 and exited 16; 211 existing positions rose in reported value and 114 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV33.8% · -0%VEU4.8% · +4%IEMG4.4% · +8%GVI4.2% · +2%AAPL3.1% · -3%OAKM2.9% · -4%SPYX2.4% · -4%NVDA2.2% · -2%MSFT2.1% · -2%AMZN1.9% · -2%GOOGL1.8% · -2%GOOG1.3% · -3%SPY1.2% · +2%VTI1.2% · +10%TSM1.1% · +1%LLY1.1% · 0%MUB1.0% · -24%JPM0.9% · -1%JNJ0.8% · -2%WMT0.8% · -2%VEA0.8% · +4%HD0.8% · -6%TJX0.7% · -2%V0.6% · -3%BRK.B0.6% · +0%AVGO0.5% · +11%VOO0.5% · -3%MA0.5% · -1%VXUS0.4% · 0%META0.4% · -8%XOM0.4% · +35%LIN0.4% · +3%ABT0.4% · -23%PWR0.4% · -0%QQQ0.4% · +12%MRSH0.4% · 0%PG0.3% · -13%IWF0.3% · +302%CATH0.3% · +26%ABBV0.3% · -4%WCN0.3% · -2%VT0.3% · +7%KO0.3% · +0%AMAT0.3% · -12%MGC0.3% · 0%AXP0.3% · -3%GLD0.3% · +13%MSCI0.3% · +0%BKNG0.3% · +2358%PGR0.2% · +1%PEP0.2% · -4%SGOL0.2% · -1%CNI0.2% · -19%UBER0.2% · +11%MRK0.2% · -7%BRK.A0.2% · 0%CSCO0.2% · -3%CEFA0.2% · +36%IJH0.2% · -7%NFLX0.2% · +36%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 61.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$10.05B
Discretionary
$9.27B
Employees
34
Accounts
4,009
Address
TWO INTERNATIONAL PLACE
SUITE 3000
BOSTON, MA 02110
Phone
(617) 973-4900
Website
Name Title / Status Ownership Type
ALAMUDDIN, TAMER, MAKRAM ControlMANAGING DIRECTOR OF CIA, DIRECTOR OF CAMI
since Mar 2014
Less than 5%Individual
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI") ControlMANAGING MEMBER OF CIA
since Nov 1996
Less than 5%Domestic Entity
CHOATE, HALL & STEWART LLP ControlEQUITY OWNER
since Nov 1996
75% or moreDomestic Entity
KERR, ERIN, ELWOOD ControlCHIEF COMPLIANCE OFFICER
since Sep 2015
Less than 5%Individual
KOLE, ROBERT, ALLEN ControlDIRECTOR OF CAMI
since Jun 2018
Less than 5%Individual
THORNDIKE, ALEXANDER, LOWELL ControlPRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI
since Jan 2021
Less than 5%Individual
Ownership & leadership changes · 5 filings with changes since Apr 2, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 4, 2021 filing
  • No longer listedMILLAY, TODD, MARTIN · MANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI · Less than 5% · control person · listed since Apr 2008
  • AddedTHORNDIKE, ALEXANDER, LOWELL · PRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI · Less than 5% · control person
  • ChangedALAMUDDIN, TAMER, MAKRAM · title DIRECTOR OF CAMI → MANAGING DIRECTOR OF CIA, DIRECTOR OF CAMI
Dec 4, 2018 filing
  • No longer listedMCDANIEL, JAMES, ALAN · DIRECTOR OF CAMI · Less than 5% · control person · listed since Dec 1997
  • AddedALAMUDDIN, TAMER, MAKRAM · DIRECTOR OF CAMI · Less than 5% · control person
  • AddedKOLE, ROBERT, ALLEN · DIRECTOR OF CAMI · Less than 5% · control person
Mar 31, 2017 filing
  • No longer listedCHOATE ADVISORS MANAGEMENT, INC. · MANAGING MEMBER OF CIA · Less than 5% · control person · listed since Nov 1996
  • AddedCHOATE ADVISORS MANAGEMENT, INC. ("CAMI") · MANAGING MEMBER OF CIA · Less than 5% · control person
Sep 23, 2015 filing
  • No longer listedCALLORI, FREDERICK, PETER · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2006
  • AddedKERR, ERIN, ELWOOD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 27, 2014 filing
  • No longer listedPHILLIPS, DOUGLAS, BOND · SECRETARY AND DIRECTOR OF CAMI · Less than 5% · control person · listed since May 2007
Apr 2, 2012 filing (earliest on record)
  • ListedCALLORI, FREDERICK, PETER · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedCHOATE ADVISORS MANAGEMENT, INC. · MANAGING MEMBER OF CIA · Less than 5% · control person
  • ListedCHOATE, HALL & STEWART LLP · EQUITY OWNER · 75% or more · control person
  • ListedMCDANIEL, JAMES, ALAN · DIRECTOR OF CAMI · Less than 5% · control person
  • ListedMILLAY, TODD, MARTIN · MANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI · Less than 5% · control person
  • ListedPHILLIPS, DOUGLAS, BOND · SECRETARY AND DIRECTOR OF CAMI · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Choate Investment Advisors Holdings (2026-06-30)

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