Choate Investment Advisors
Filing Date
Global Rank
#1,232
/ 8,592
▼ 23
Top Industry
Semiconductors
10.7%
3Y Alpha vs SPY
-6.8%
Period ended 3 months ago
Filed May 13, 2026 · 37d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.6%
SPY
+76.8%
Annualised alpha
-6.8%
Max drawdown
−16.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
329 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.2%
−0.2 pts
Top 5
29.7%
−2.4 pts
Top 10
42.7%
−2.2 pts
HHI
267
Diversified−28
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.5% | $569,937,287 |
| Financial Services | 13.6% | $263,165,714 |
| Healthcare | 11.8% | $228,925,858 |
| Consumer Cyclical | 11.8% | $227,167,125 |
| Communication Services | 7.0% | $134,418,626 |
| Industrials | 6.9% | $133,154,204 |
| Consumer Defensive | 6.6% | $127,707,123 |
| Unclassified | 6.2% | $119,104,237 |
| Energy | 3.2% | $61,131,714 |
| Basic Materials | 2.9% | $56,071,146 |
| Utilities | 0.4% | $8,579,664 |
| Real Estate | 0.2% | $3,255,676 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +67,412 | 106,431 | $10,233,340 | |
| UBER | Uber Technologies, Inc | +61,182 | 152,261 | $10,952,133 | |
| KO | Coca Cola Co | +26,782 | 199,716 | $15,188,401 | |
| AVGO | Broadcom Inc. | +21,535 | 73,585 | $22,775,293 | |
| JPM | Jpmorgan Chase & Co | +21,324 | 160,833 | $47,310,635 | |
| IAU | Ishares Gold Trust | +14,085 | 53,409 | $4,708,537 | |
| CMCSA | Comcast Corp | +13,940 | 40,052 | $1,149,892 | |
| IAUM | iShares Gold Trust Micro | +11,064 | 53,698 | $2,507,696 | |
| BAC | Bank Of America Corp /De/ | +10,711 | 74,459 | $3,629,876 | |
| C | Citigroup Inc | +9,296 | 18,487 | $2,096,610 | |
| ORCL | Oracle Corp | +6,178 | 30,332 | $4,462,140 | |
| RTX | RTX Corp | +4,746 | 35,044 | $6,759,987 | |
| VMC | Vulcan Materials CO | +4,358 | 33,102 | $9,013,674 | |
| MS | Morgan Stanley | +3,853 | 23,523 | $3,871,180 | |
| META | Meta Platforms, Inc. | +3,580 | 46,325 | $26,503,922 | |
| MRK | Merck & Co., Inc. | +3,505 | 102,005 | $12,270,181 | |
| ABBV | AbbVie Inc. | +3,288 | 74,702 | $16,246,937 | |
| NEM | NEWMONT Corp /DE/ | +2,989 | 53,905 | $5,835,216 | |
| LLY | ELI LILLY & Co | +2,603 | 50,788 | $46,713,278 | |
| INTC | Intel Corp | +2,391 | 73,250 | $3,232,522 | |
| WY | Weyerhaeuser Co | +2,136 | 26,140 | $638,600 | |
| XOM | Exxon Mobil Corp | +2,034 | 125,433 | $21,280,962 | |
| T | At&T Inc. | +1,992 | 35,526 | $1,029,898 | |
| MU | Micron Technology Inc | +1,906 | 5,599 | $1,891,566 | |
| CARR | CARRIER GLOBAL Corp | +1,806 | 18,548 | $1,044,437 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EPD | Enterprise Products Partners L.P. | −34,051 | 231,940 | $8,776,609 | |
| VNT | Vontier Corp | −29,992 | 45,817 | $1,625,128 | |
| TJX | Tjx Companies Inc /De/ | −26,424 | 249,032 | $39,770,410 | |
| FISV | Fiserv Inc | −22,698 | 15,105 | $842,859 | |
| ALC | Alcon Inc | −19,481 | 49,519 | $3,731,256 | |
| WMT | Walmart Inc. | −15,653 | 416,008 | $51,701,474 | |
| HD | Home Depot, Inc. | −15,490 | 131,885 | $43,375,657 | |
| BITB | Bitwise Bitcoin ETF | −11,185 | 11,526 | $424,272 | |
| EW | Edwards Lifesciences Corp | −10,866 | 97,061 | $7,772,644 | |
| ATR | Aptargroup, Inc. | −9,865 | 30,753 | $3,875,493 | |
| PG | PROCTER & GAMBLE Co | −9,782 | 150,060 | $21,674,666 | |
| NVO | Novo Nordisk A S | −9,496 | 26,725 | $982,143 | |
| SGOL | abrdn Gold ETF Trust | −8,739 | 337,644 | $15,065,675 | |
| EOG | Eog Resources Inc | −7,973 | 19,587 | $2,831,692 | |
| JNJ | Johnson & Johnson | −7,554 | 187,559 | $45,846,921 | |
| ADBE | Adobe Inc. | −6,846 | 46,217 | $11,234,428 | |
| IQV | Iqvia Holdings Inc. | −6,516 | 3,838 | $654,532 | |
| COP | Conocophillips | −6,113 | 52,908 | $6,983,856 | |
| CVX | Chevron Corp | −5,418 | 29,120 | $6,024,928 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −5,281 | 133,480 | $45,109,566 | |
| QCOM | Qualcomm Inc/De | −5,124 | 7,452 | $959,668 | |
| KR | Kroger Co | −5,058 | 17,179 | $1,243,072 | |
| NVDA | Nvidia Corp | −4,351 | 641,725 | $111,916,840 | |
| USB | US Bancorp De | −4,300 | 6,803 | $353,824 | |
| HOLX | HOLOGIC INC | −4,105 | 9,586 | $724,605 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 4,687 | $924,370 | |
| VLO | Valero Energy Corp/Tx | 2,799 | $691,576 | |
| DOW | Dow Inc. | 8,541 | $355,732 | |
| CDNS | Cadence Design Systems Inc | 1,152 | $320,106 | |
| PSX | Phillips 66 | 1,597 | $290,941 | |
| GME | GameStop Corp. | 12,000 | $276,480 | |
| AMCR | Amcor plc | 6,931 | $275,507 | |
| TTE | TotalEnergies SE | 2,981 | $271,211 | |
| HBAN | Huntington Bancshares Inc /Md/ | 17,175 | $268,788 | |
| SU | Suncor Energy Inc | 3,806 | $251,614 | |
| LNT | Alliant Energy Corp | 3,288 | $235,946 | |
| FDX | Fedex Corp | 662 | $235,791 | |
| DMLP | Dorchester Minerals, L.P. | 8,418 | $228,127 | |
| WELL | Welltower Inc. | 1,094 | $216,294 | |
| AKAM | Akamai Technologies Inc | 1,870 | $214,769 | |
| SIVR | abrdn Silver ETF Trust | 2,979 | $213,326 | |
| FLG | Flagstar Bank, National Association | 16,163 | $212,866 | |
| EIX | Edison International | 2,899 | $212,148 | |
| LNG | Cheniere Energy, Inc. | 727 | $206,293 | |
| EQIX | Equinix Inc | 210 | $205,850 | |
| PTEN | Patterson Uti Energy Inc | 13,300 | $144,039 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LION | Lionsgate Studios Corp. | 53,725 | $490,509 | |
| PAR | Par Technology Corp | 8,196 | $297,350 | |
| WDAY | Workday, Inc. | 1,273 | $273,414 | |
| BR | Broadridge Financial Solutions, Inc. | 1,158 | $258,430 | |
| LBRDA | Liberty Broadband Corp | 5,200 | $251,056 | |
| APP | AppLovin Corp | 366 | $246,618 | |
| FSLR | First Solar, Inc. | 909 | $237,458 | |
| NTES | NetEase, Inc. | 1,718 | $236,431 | |
| IBN | Icici Bank Ltd | 7,717 | $229,966 | |
| ULTA | Ulta Beauty, Inc. | 377 | $228,088 | |
| WAB | Westinghouse Air Brake Technologies Corp | 1,050 | $224,122 | |
| UNM | Unum Group | 2,869 | $222,347 | |
| RELX | Relx PLC | 5,477 | $221,380 | |
| ROL | Rollins Inc | 3,635 | $218,172 | |
| TY | TRI-CONTINENTAL Corp | 6,578 | $214,837 | |
| UBS | UBS Group AG | 4,546 | $210,525 | |
| EPAM | EPAM Systems, Inc. | 987 | $202,216 | |
| EBC | Eastern Bankshares, Inc. | 10,580 | $194,989 | |
| VKI | Invesco Advantage Municipal Income Trust II | 19,814 | $180,703 | |
| No positions match the current search. | ||||
329 positions ·
$1,932,618,374 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 329 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 624,254 | $158,429,422 | 8.20% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 324,686 | $120,189,016 | 6.22% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 641,725 | $111,916,840 | 5.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 473,418 | $98,598,766 | 5.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 297,195 | $85,461,394 | 4.42% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 92,230 | $59,980,858 | 3.10% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 416,008 | $51,701,474 | 2.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 160,833 | $47,310,635 | 2.45% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 50,788 | $46,713,278 | 2.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 187,559 | $45,846,921 | 2.37% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 133,480 | $45,109,566 | 2.33% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 131,885 | $43,375,657 | 2.24% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 249,032 | $39,770,410 | 2.06% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 67,648 | $32,416,921 | 1.68% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 105,625 | $31,924,100 | 1.65% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 304,222 | $31,234,472 | 1.62% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 54,414 | $27,188,499 | 1.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 46,325 | $26,503,922 | 1.37% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 73,585 | $22,775,293 | 1.18% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 150,060 | $21,674,666 | 1.12% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 125,433 | $21,280,962 | 1.10% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 121,874 | $21,139,045 | 1.09% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 41,766 | $20,705,912 | 1.07% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Reduced | 105,864 | $17,196,548 | 0.89% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 74,702 | $16,246,937 | 0.84% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 29,467 | $16,177,972 | 0.84% | |
| GLD |
Spdr Gold Trust
|
Reduced | 37,066 | $15,949,129 | 0.83% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 102,100 | $15,855,109 | 0.82% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 199,716 | $15,188,401 | 0.79% | |
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 337,644 | $15,065,675 | 0.78% | |
| MSCI |
MSCI Inc.
Financial Services
|
Reduced | 26,739 | $14,412,588 | 0.75% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 24,791 | $14,308,869 | 0.74% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 47,270 | $14,298,229 | 0.74% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 3,368 | $14,180,357 | 0.73% | |
| CNI |
Canadian National Railway Co
Industrials
|
Reduced | 127,054 | $13,057,339 | 0.68% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 64,118 | $12,710,752 | 0.66% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 102,005 | $12,270,181 | 0.63% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 46,217 | $11,234,428 | 0.58% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 152,261 | $10,952,133 | 0.57% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 106,431 | $10,233,340 | 0.53% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 76,652 | $10,042,945 | 0.52% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 46,899 | $9,528,938 | 0.49% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 9,556 | $9,521,885 | 0.49% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Added | 33,102 | $9,013,674 | 0.47% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 231,940 | $8,776,609 | 0.45% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 25,477 | $8,707,783 | 0.45% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 43,016 | $8,155,833 | 0.42% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 103,864 | $8,058,807 | 0.42% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 29,519 | $7,852,644 | 0.41% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Added | 98,845 | $7,775,147 | 0.40% |