Choate Investment Advisors — 13F Holdings & Portfolio
CIK 1399794 · latest 13F-HR filed 2026-05-13
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
$5.11B
Long-equity book
Holdings
438
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+25 / −31 / ↑140 / ↓166
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES INC$194.1M +7644.0%
- VANGUARD INTL EQUITY INDEX F$14.2M +6.5%
- GLOBAL X FDS$11.3M +749.8%
- NETFLIX INC.$6.6M +179.7%
- EXXON MOBIL CORP$6.4M +43.3%
Top Trims
- HARRIS OAKMARK ETF TRUST-$88.0M -34.4%
- ISHARES TR-$48.6M -39.0%
- MICROSOFT CORP-$37.2M -23.6%
- APPLE INC-$11.0M -6.5%
- AMAZON COM INC-$10.9M -10.0%
New Positions
- ISHARES TR$7.7M
- GLOBAL X FDS$7.5M
- ISHARES INC$5.9M
- ASTRAZENECA PLC$923.1K
- VALERO ENERGY CORP$691.6K
Exited Positions
- PROFESIONALLY MANAGED PORTFO$834.1K
- ASTRAZENECA PLC$798.2K
- LIONSGATE STUDIOS CORP$490.5K
- ISHARES TR$423.2K
- PAR TECHNOLOGY CORP$297.4K
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 | $1.68B | 32.94% | 2,576,994 | SH |
| 2 | ISHARES TR | GVI | 464288612 | $235.2M | 4.60% | 2,205,187 | SH |
| 3 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $233.2M | 4.56% | 3,104,806 | SH |
| 4 | ISHARES INC | IEMG | 46434G103 | $196.7M | 3.85% | 2,819,485 | SH |
| 5 | HARRIS OAKMARK ETF TRUST | OAKM | 41456U106 | $168.0M | 3.29% | 6,094,109 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $158.4M | 3.10% | 624,254 | SH |
| 7 | SPDR SERIES TRUST | SPYX | 78468R796 | $126.1M | 2.47% | 2,377,793 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $120.2M | 2.35% | 324,686 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $111.9M | 2.19% | 641,725 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $98.6M | 1.93% | 473,418 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $85.5M | 1.67% | 297,195 | SH |
| 12 | ISHARES TR | MUB | 464288414 | $76.2M | 1.49% | 717,755 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $62.9M | 1.23% | 219,400 | SH |
| 14 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $60.0M | 1.17% | 92,230 | SH |
| 15 | VANGUARD INDEX FDS | VTI | 922908769 | $54.5M | 1.07% | 169,996 | SH |
| 16 | WALMART INC | WMT | 931142103 | $51.7M | 1.01% | 416,008 | SH |
| 17 | JPMORGAN CHASE & CO | JPM | 46625H100 | $47.3M | 0.93% | 160,833 | SH |
| 18 | ELI LILLY & CO | LLY | 532457108 | $46.7M | 0.91% | 50,788 | SH |
| 19 | JOHNSON & JOHNSON | JNJ | 478160104 | $45.8M | 0.90% | 187,559 | SH |
| 20 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $45.1M | 0.88% | 133,480 | SH |
| 21 | HOME DEPOT INC | HD | 437076102 | $43.4M | 0.85% | 131,885 | SH |
| 22 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $39.9M | 0.78% | 622,729 | SH |
| 23 | TJX COS INC NEW | TJX | 872540109 | $39.8M | 0.78% | 249,032 | SH |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $32.4M | 0.63% | 67,648 | SH |
| 25 | VISA INC | V | 92826C839 | $31.9M | 0.62% | 105,625 | SH |
| 26 | ABBOTT LABORATORIES | ABT | 002824100 | $31.2M | 0.61% | 304,222 | SH |
| 27 | VANGUARD INDEX FDS | VOO | 922908363 | $27.2M | 0.53% | 45,552 | SH |
| 28 | MASTERCARD INCORPORATED | MA | 57636Q104 | $27.2M | 0.53% | 54,414 | SH |
| 29 | META PLATFORMS INC | META | 30303M102 | $26.5M | 0.52% | 46,325 | SH |
| 30 | BROADCOM INC | AVGO | 11135F101 | $22.8M | 0.45% | 73,585 | SH |
| 31 | VANGUARD STAR FDS | VXUS | 921909768 | $22.1M | 0.43% | 286,869 | SH |
| 32 | PROCTER & GAMBLE CO | PG | 742718109 | $21.7M | 0.42% | 150,060 | SH |
| 33 | EXXON MOBIL CORP | XOM | 30231G102 | $21.3M | 0.42% | 125,433 | SH |
| 34 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $21.1M | 0.41% | 121,874 | SH |
| 35 | LINDE PLC | LIN | G54950103 | $20.7M | 0.41% | 41,766 | SH |
| 36 | WASTE CONNECTIONS INC | WCN | 94106B101 | $17.2M | 0.34% | 105,864 | SH |
| 37 | ABBVIE INC | ABBV | 00287Y109 | $16.2M | 0.32% | 74,702 | SH |
| 38 | ISHARES TR | IWF | 464287614 | $16.2M | 0.32% | 38,072 | SH |
| 39 | QUANTA SVCS INC | PWR | 74762E102 | $16.2M | 0.32% | 29,467 | SH |
| 40 | SPDR GOLD TR | GLD | 78463V107 | $15.9M | 0.31% | 37,066 | SH |
| 41 | PEPSICO INC | PEP | 713448108 | $15.9M | 0.31% | 102,100 | SH |
| 42 | COCA COLA CO | KO | 191216100 | $15.2M | 0.30% | 199,716 | SH |
| 43 | ETFS GOLD TR | SGOL | 00326A104 | $15.1M | 0.29% | 337,644 | SH |
| 44 | MSCI INC | MSCI | 55354G100 | $14.4M | 0.28% | 26,739 | SH |
| 45 | INVESCO QQQ TR | QQQ | 46090E103 | $14.3M | 0.28% | 24,791 | SH |
| 46 | AMERICAN EXPRESS CO | AXP | 025816109 | $14.3M | 0.28% | 47,270 | SH |
| 47 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $14.2M | 0.28% | 3,368 | SH |
| 48 | VANGUARD WORLD FD | MGC | 921910873 | $13.7M | 0.27% | 58,067 | SH |
| 49 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $13.7M | 0.27% | 98,733 | SH |
| 50 | CANADIAN NATL RY CO | CNI | 136375102 | $13.1M | 0.26% | 127,054 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |