Choate Investment Advisors
Top Portfolio Positions
329 positions ·
$1,932,333,765 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
624,254 | $158,429,422 | 8.20% | |
| MSFT |
Microsoft Corp
Technology
|
324,686 | $120,189,016 | 6.22% | |
| NVDA |
Nvidia Corp
Technology
|
641,725 | $111,916,840 | 5.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
473,418 | $98,598,766 | 5.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
297,195 | $85,461,394 | 4.42% | |
| SPY |
Spdr S&P 500 ETF Trust
|
92,230 | $59,980,858 | 3.10% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
416,008 | $51,701,474 | 2.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
160,833 | $47,310,635 | 2.45% | |
| LLY |
ELI LILLY & Co
Healthcare
|
50,788 | $46,713,278 | 2.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
187,559 | $45,846,921 | 2.37% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MBI
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,374 | 11,400 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $81,624 | 11,400 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $84,930 | 11,400 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $49,476 | 11,400 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $56,772 | 11,400 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $73,644 | 11,400 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $40,698 | 11,400 | Shares | Sole | 2024-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||