Choate Investment Advisors 13F Holdings · Q2 2026
Choate Investment Advisors reported 472 securities worth $5.69B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (33.79%), VEU (4.77%), IEMG (4.41%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $1.92B | 33.79% | 2.6M | Trimmed |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $271.6M | 4.77% | 3.2M | Added |
| 3 | IEMG | ISHARES INC | $251.0M | 4.41% | 3.0M | Added |
| 4 | GVI | ISHARES TR | $239.8M | 4.21% | 2.3M | Added |
| 5 | AAPL | APPLE INC | $175.3M | 3.08% | 605,835 | Trimmed |
| 6 | OAKM | HARRIS OAKMARK ETF TRUST | $163.9M | 2.88% | 5.8M | Trimmed |
| 7 | SPYX | SPDR SERIES TRUST | $139.2M | 2.45% | 2.3M | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $126.3M | 2.22% | 631,150 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $119.2M | 2.09% | 319,518 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $110.7M | 1.95% | 464,512 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $103.9M | 1.83% | 290,662 | Trimmed |
| 12 | GOOG | ALPHABET INC | $75.5M | 1.33% | 213,613 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $70.3M | 1.24% | 94,139 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $69.3M | 1.22% | 187,376 | Added |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $64.6M | 1.14% | 135,313 | Added |
| 16 | LLY | ELI LILLY & CO | $60.9M | 1.07% | 50,791 | Added |
| 17 | MUB | ISHARES TR | $58.9M | 1.04% | 547,382 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $52.3M | 0.92% | 159,923 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $46.9M | 0.82% | 184,823 | Trimmed |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $46.1M | 0.81% | 647,439 | Added |
| 21 | WMT | WALMART INC | $46.4M | 0.81% | 409,349 | Trimmed |
| 22 | HD | HOME DEPOT INC | $44.0M | 0.77% | 124,683 | Trimmed |
| 23 | TJX | TJX COS INC NEW | $37.0M | 0.65% | 244,317 | Trimmed |
| 24 | V | VISA INC | $35.1M | 0.62% | 102,208 | Trimmed |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $34.0M | 0.60% | 67,929 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR