Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Choate Investment Advisors (CIK 1399794) reported $5.11B across 436 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($1.68B, 32.94%), GVI ($235.2M, 4.60%), VEU ($233.2M, 4.56%), IEMG ($196.7M, 3.85%), OAKM ($168.0M, 3.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $1.68B | 32.94% | 2.6M | Added |
| 2 | GVI | ISHARES TR | $235.2M | 4.60% | 2.2M | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $233.2M | 4.56% | 3.1M | Added |
| 4 | IEMG | ISHARES INC | $196.7M | 3.85% | 2.8M | Added |
| 5 | OAKM | HARRIS OAKMARK ETF TRUST | $168.0M | 3.29% | 6.1M | Trimmed |
| 6 | AAPL | APPLE INC | $158.4M | 3.10% | 624,254 | Added |
| 7 | SPYX | SPDR SERIES TRUST | $126.1M | 2.47% | 2.4M | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $120.2M | 2.35% | 324,686 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $111.9M | 2.19% | 641,725 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $98.6M | 1.93% | 473,418 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $85.5M | 1.67% | 297,195 | Trimmed |
| 12 | MUB | ISHARES TR | $76.2M | 1.49% | 717,755 | Trimmed |
| 13 | GOOG | ALPHABET INC | $62.9M | 1.23% | 219,400 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $60.0M | 1.17% | 92,230 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $54.5M | 1.07% | 169,996 | Added |
| 16 | WMT | WALMART INC | $51.7M | 1.01% | 416,008 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $47.3M | 0.93% | 160,833 | Added |
| 18 | LLY | ELI LILLY & CO | $46.7M | 0.91% | 50,788 | Added |
| 19 | JNJ | JOHNSON & JOHNSON | $45.8M | 0.90% | 187,559 | Trimmed |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $45.1M | 0.88% | 133,480 | Trimmed |
| 21 | HD | HOME DEPOT INC | $43.4M | 0.85% | 131,885 | Trimmed |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $39.9M | 0.78% | 622,729 | Added |
| 23 | TJX | TJX COS INC NEW | $39.8M | 0.78% | 249,032 | Trimmed |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.4M | 0.63% | 67,648 | Added |
| 25 | V | VISA INC | $31.9M | 0.62% | 105,625 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31