Choate Investment Advisors
Top Portfolio Positions
328 positions ·
$1,900,201,453 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
624,254 | $158,429,422 | 8.34% | |
| MSFT |
Microsoft Corp
Technology
|
324,686 | $120,189,016 | 6.33% | |
| NVDA |
Nvidia Corp
Technology
|
641,725 | $111,916,840 | 5.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
473,418 | $98,598,766 | 5.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
297,195 | $85,461,394 | 4.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
92,230 | $59,980,858 | 3.16% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
416,008 | $51,701,474 | 2.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
160,833 | $47,310,635 | 2.49% | |
| LLY |
ELI LILLY & Co
Healthcare
|
50,788 | $46,713,278 | 2.46% | |
| JNJ |
Johnson & Johnson
Healthcare
|
187,559 | $45,846,921 | 2.41% |
Portfolio Trend
Holdings in VKI
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $180,703 | 19,814 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $173,768 | 19,814 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $165,843 | 19,814 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $169,211 | 19,814 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $173,174 | 19,814 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $184,468 | 19,814 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $175,750 | 19,814 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $168,419 | 19,814 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $167,428 | 19,814 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $146,821 | 19,814 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $166,635 | 19,814 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $256,732 | 28,814 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $247,512 | 28,814 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $263,900 | 32,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $306,800 | 32,500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $339,950 | 32,500 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $395,850 | 32,500 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $404,625 | 32,500 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $396,825 | 32,500 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $385,125 | 32,500 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $368,875 | 32,500 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $108,100 | 10,000 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $104,600 | 10,000 | Shares | Sole | 2020-07-23 | |
| No 13F history on record for this holder in this stock. | ||||||