Choate Investment Advisors

CIK

1399794

Location

BOSTON, MA

Portfolio Value

Mid $5,691,665,879

Diversification

Moderately concentrated

Filing Date

Global Rank

#795 / 8,795 ▲ 257 · as of Jun 2026

Top Industry

Semiconductors 12.4%

Period ended 3 months ago

Filed Aug 11, 2026 · 56d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

389 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

41.0%

+32.8 pts

Top 5

56.5%

+25.1 pts

Top 10

68.4%

+18.7 pts

HHI

1,788

Moderately concentrated+1,476

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	63.8%	$3,629,852,565	46
Technology	11.8%	$673,191,755	64
Financial Services	5.2%	$297,224,464	63
Consumer Cyclical	4.2%	$238,058,693	33
Healthcare	4.0%	$229,950,046	39
Communication Services	4.0%	$225,155,112	11
Industrials	2.7%	$152,417,898	53
Consumer Defensive	2.1%	$117,501,086	21
Energy	1.0%	$58,762,499	20
Basic Materials	1.0%	$57,803,751	19
Utilities	0.1%	$7,738,155	11
Real Estate	0.1%	$4,009,855	9

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+201,801	7,160,050	$2,332,361,782
VEU	Vanguard FTSE All-World Ex-US ETF	+143,767	3,389,836	$291,119,839
AGNG	Global X Funds Global X Aging Population ETF	+115,609	482,663	$29,261,445
VB	Vanguard Morningstar Small-Cap ETF	+94,766	381,452	$121,432,027
BKNG	Booking Holdings Inc.	+79,402	82,770	$14,752,924
—		+54,767	2,259,954	$239,781,119
BNDW	Vanguard Total World Bond ETF	+45,095	69,055	$4,581,296
XOM	ExxonMobil Holdings Corp	+44,049	169,482	$23,171,579
NFLX	Netflix Inc	+37,990	144,421	$10,311,659
EDV	Vanguard World Funds Extended Duration ETF	+36,725	168,367	$29,662,539
VEA	Vanguard FTSE Developed Markets ETF	+24,710	647,439	$46,130,028
UBER	Uber Technologies, Inc	+16,710	168,971	$12,192,947
KLAC	Kla Corp	+10,255	11,388	$3,435,873
AVGO	Broadcom Inc.	+8,419	82,004	$30,977,011
FNDA	Schwab Fundamental U.S. Small Company ETF	+7,207	122,851	$3,844,439
DVN	Devon Energy Corp/De	+4,922	10,329	$426,794
GLD	Spdr Gold Trust	+4,680	41,746	$15,378,391
RNR	Renaissancere Holdings Ltd	+3,960	7,779	$2,465,165
VFMF	Vanguard U.S. Multifactor ETF	+3,295	22,386	$2,267,925
QQQ	Invesco Qqq Trust, Series 1	+2,969	27,760	$20,442,464
MU	Micron Technology Inc	+2,633	8,232	$9,502,115
UMC	United Microelectronics Corp	+2,036	15,225	$414,272
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+1,957	44,907	$5,621,133
SPY	Spdr S&P 500 ETF Trust	+1,909	94,139	$70,300,181
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,833	135,313	$64,621,429
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OAKG	Oakmark Global Large Cap ETF	−274,705	5,819,404	$163,932,610
—		−110,985	2,357,250	$145,940,925
ABT	Abbott Laboratories	−69,782	234,440	$21,273,085
CP	Canadian Pacific Kansas City Ltd/Cn	−67,699	31,146	$2,698,800
VNT	Vontier Corp	−32,501	13,316	$386,164
CNI	Canadian National Railway Co	−24,090	102,964	$12,277,427
DD	DuPont de Nemours, Inc.	−23,675	11,807	$1,601,501
ALC	Alcon Inc	−23,258	26,261	$1,762,113
PG	PROCTER & GAMBLE Co	−19,328	130,732	$19,170,540
AAPL	Apple Inc.	−18,419	605,835	$175,304,415
EW	Edwards Lifesciences Corp	−15,963	81,098	$7,336,125
WY	Weyerhaeuser Co	−13,001	13,139	$314,547
GOOGL	Alphabet Inc.	−12,320	504,275	$179,349,759
NVDA	Nvidia Corp	−10,575	631,150	$126,286,803
CTSH	Cognizant Technology Solutions Corp	−9,220	28,062	$1,086,841
AMZN	Amazon Com Inc	−8,906	464,512	$110,711,790
MRK	Merck & Co., Inc.	−7,269	94,736	$12,173,576
DIS	Walt Disney Co	−7,268	73,090	$7,034,912
HD	Home Depot, Inc.	−7,202	124,683	$43,973,200
WMT	Walmart Inc.	−6,659	409,349	$46,362,867
ADBE	Adobe Inc.	−6,539	39,678	$8,134,783
FLG	Flagstar Bank, National Association	−6,139	10,024	$149,758
VIG	Vanguard Dividend Appreciation ETF	−5,935	59,838	$11,843,068
ATR	Aptargroup, Inc.	−5,806	24,947	$3,123,364
HON	Honeywell International Inc	−5,769	5,429	$1,215,553
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VRSK	Verisk Analytics, Inc.	44,770	$8,037,558
ADVE	Matthews Asia Dividend Active ETF	81,742	$4,727,957
VBIL	Vanguard 0-3 Month Treasury Bill ETF	17,719	$1,340,973
HONA	Honeywell Aerospace Inc.	5,429	$1,200,243
WWD	Woodward, Inc.	2,730	$1,161,451
ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	40,000	$941,600
AME	Ametek Inc/	3,727	$901,710
BN	BROOKFIELD Corp /ON/	21,070	$897,371
XPO	XPO, Inc.	4,361	$895,269
RS	Reliance, Inc.	2,032	$759,155
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	45,000	$669,600
HAS	Hasbro, Inc.	7,892	$651,800
BFS	Saul Centers, Inc.	16,614	$621,197
CBRE	Cbre Group, Inc.	4,318	$581,591
SNDK	Sandisk Corp	227	$516,136
DELL	Dell Technologies Inc.	1,006	$434,048
WSE	Wise Group plc	22,372	$266,450
MRVL	Marvell Technology, Inc.	884	$263,334
WDS	Woodside Energy Group Ltd	12,708	$245,518
WDC	Western Digital Corp	380	$242,713
UBS	UBS Group AG	4,854	$240,564
FLEX	Flex Ltd.	1,436	$232,732
—		2,513	$225,793
MNST	Monster Beverage Corp	2,338	$224,728
IBN	Icici Bank Ltd	7,717	$224,024
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
GEHC	GE HealthCare Technologies Inc.	5,139	$365,794
ZTS	Zoetis Inc.	2,965	$350,492
REGN	Regeneron Pharmaceuticals, Inc.	316	$244,154
PYPL	PayPal Holdings, Inc.	4,724	$213,666
SIVR	abrdn Silver ETF Trust	2,979	$213,326
EIX	Edison International	2,899	$212,148
HCA	HCA Healthcare, Inc.	448	$212,011
KDP	Keurig Dr Pepper Inc.	8,014	$211,008
OMC	Omnicom Group Inc.	2,795	$210,491
TRMB	Trimble Inc.	3,222	$210,171
LNG	Cheniere Energy, Inc.	727	$206,293
—		7,036	$0
—		10,000	$0
—		9,586	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

389 tracked positions · $5,691,665,879 total · filing declares 472 positions · $5,690,352,490 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 389 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	7,160,050	+201,801	$2,332,361,782	—	40.98%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	3,389,836	+143,767	$291,119,839	+16.6%	5.11%
		Added	2,259,954	+54,767	$239,781,119	+1.9%	4.21%
GOOGL	Alphabet Inc. Communication Services	Reduced	504,275	-12,320	$179,349,759	+20.9%	3.15%
AAPL	Apple Inc. Technology	Reduced	605,835	-18,419	$175,304,415	+10.7%	3.08%
OAKG	Oakmark Global Large Cap ETF	Reduced	5,819,404	-274,705	$163,932,610	−2.4%	2.88%
		Reduced	2,357,250	-110,985	$145,940,925	+8.9%	2.56%
NVDA	Nvidia Corp Technology	Reduced	631,150	-10,575	$126,286,803	+12.8%	2.22%
VB	Vanguard Morningstar Small-Cap ETF	Added	381,452	+94,766	$121,432,027	+27.9%	2.13%
MSFT	Microsoft Corp Technology	Reduced	319,518	-5,168	$119,186,604	−0.8%	2.09%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	464,512	-8,906	$110,711,790	+12.3%	1.95%
SPY	Spdr S&P 500 ETF Trust	Added	94,139	+1,909	$70,300,181	+17.2%	1.24%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	135,313	+1,833	$64,621,429	+43.3%	1.14%
LLY	ELI LILLY & Co Healthcare	Added	50,791	+3	$60,920,254	+30.4%	1.07%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	159,923	-910	$52,347,595	+10.6%	0.92%
JNJ	Johnson & Johnson Healthcare	Reduced	184,823	-2,736	$46,939,497	+2.4%	0.82%
WMT	Walmart Inc. Consumer Defensive	Reduced	409,349	-6,659	$46,362,867	−10.3%	0.81%
VEA	Vanguard FTSE Developed Markets ETF	Added	647,439	+24,710	$46,130,028	+15.6%	0.81%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	67,945	+281	$45,972,592	+4.7%	0.81%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	124,683	-7,202	$43,973,200	+1.4%	0.77%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	244,317	-4,715	$37,014,025	−6.9%	0.65%
V	Visa Inc. Financial Services	Reduced	102,208	-3,417	$35,066,542	+9.8%	0.62%
AVGO	Broadcom Inc. Technology	Added	82,004	+8,419	$30,977,011	+36.0%	0.54%
EDV	Vanguard World Funds Extended Duration ETF	Added	168,367	+36,725	$29,662,539	+28.1%	0.52%
AGNG	Global X Funds Global X Aging Population ETF	Added	482,663	+115,609	$29,261,445	+44.1%	0.51%
MA	Mastercard Inc Financial Services	Reduced	54,084	-330	$27,777,542	+2.2%	0.49%
VXUS	Vanguard Total International Stock ETF	Held	286,869	0	$24,524,430	+10.9%	0.43%
META	Meta Platforms, Inc. Communication Services	Reduced	42,598	-3,727	$23,995,027	−9.5%	0.42%
XOM	ExxonMobil Holdings Corp Energy	Added	169,482	+44,049	$23,171,579	+8.9%	0.41%
LIN	Linde PLC Basic Materials	Added	42,924	+1,158	$22,274,980	+7.6%	0.39%
ABT	Abbott Laboratories Healthcare	Reduced	234,440	-69,782	$21,273,085	−31.9%	0.37%
PWR	Quanta Services, Inc. Industrials	Reduced	29,378	-89	$21,153,335	+30.8%	0.37%
QQQ	Invesco Qqq Trust, Series 1	Added	27,760	+2,969	$20,442,464	+42.9%	0.36%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	121,874	0	$20,312,739	−3.9%	0.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	130,732	-19,328	$19,170,540	−11.6%	0.34%
ABBV	AbbVie Inc. Healthcare	Reduced	71,634	-3,068	$18,025,979	+11.0%	0.32%
WCN	Waste Connections, Inc. Industrials	Reduced	104,059	-1,805	$17,345,594	+0.9%	0.30%
KO	Coca Cola Co Consumer Defensive	Added	200,743	+1,027	$16,314,383	+7.4%	0.29%
AMAT	Applied Materials Inc /De Technology	Reduced	22,451	-3,026	$16,232,073	+86.4%	0.29%
AXP	American Express Co Financial Services	Reduced	46,033	-1,237	$15,570,662	+8.9%	0.27%
GLD	Spdr Gold Trust	Added	41,746	+4,680	$15,378,391	−3.6%	0.27%
MSCI	MSCI Inc. Financial Services	Added	26,781	+42	$14,998,431	+4.1%	0.26%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	82,770	+79,402	$14,752,924	+4.0%	0.26%
PGR	Progressive Corp/Oh/ Financial Services	Added	64,822	+704	$14,160,365	+11.4%	0.25%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	124,010	-5,189	$14,078,517	+4.6%	0.25%
PEP	Pepsico Inc Consumer Defensive	Reduced	97,704	-4,396	$13,229,121	−16.6%	0.23%
SGOL	abrdn Gold ETF Trust	Reduced	333,575	-4,069	$12,752,572	−15.4%	0.22%
CNI	Canadian National Railway Co Industrials	Reduced	102,964	-24,090	$12,277,427	−6.0%	0.22%
UBER	Uber Technologies, Inc Technology	Added	168,971	+16,710	$12,192,947	+11.3%	0.21%
MRK	Merck & Co., Inc. Healthcare	Reduced	94,736	-7,269	$12,173,576	−0.8%	0.21%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.