Institutions / Choate Investment Advisors
Choate Investment Advisors
CIK 1399794 · Institution · as of Mar 31, 2026
Portfolio value
$5.11B
Positions
438
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$5.11B+0.3%Positions
438-1.4%Top holdings
Mar 31, 2026View all 438 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $1.68B | 32.9% |
| iShares Tr | $235.25M | 4.6% |
| Vanguard Intl Equity Index F | $233.17M | 4.6% |
| iShares Inc | $196.66M | 3.8% |
| Harris Oakmark ETF Trust | $167.98M | 3.3% |
| Apple Inc. | $158.43M | 3.1% |
| SPDR Series Trust | $126.09M | 2.5% |
| Microsoft Corp | $120.19M | 2.4% |
| NVIDIA Corp | $111.92M | 2.2% |
| Amazon.com Inc | $98.60M | 1.9% |
| Alphabet Inc. | $85.46M | 1.7% |
| iShares Tr | $76.19M | 1.5% |
| Alphabet Inc. | $62.94M | 1.2% |
| State Str SPDR S&P 500 ETF T | $59.98M | 1.2% |
| Vanguard Index Fds | $54.54M | 1.1% |
| Walmart Inc. | $51.70M | 1.0% |
| JPMorgan Chase & Co | $47.31M | 0.9% |
| ELI LILLY & Co | $46.71M | 0.9% |
| Johnson & Johnson | $45.85M | 0.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $45.11M | 0.9% |
| Home Depot, Inc. | $43.38M | 0.8% |
| Vanguard Tax-Managed Fds | $39.90M | 0.8% |
| TJX Cos Inc/The | $39.77M | 0.8% |
| Warren E. Buffett | $32.42M | 0.6% |
| Visa Inc | $31.92M | 0.6% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 46434G103 Common stock | $194.02M | +2.8M +7363.10% | 2,819,485 3.85% of portfolio | high |
| Q1 2026 as of | Add | 464287200 Common stock | $87.38M | +134K +5.48% | 2,576,994 32.94% of portfolio | high |
| Q1 2026 as of | Trim | 41456U106 Common stock | $-80.82M | -2.9M -32.48% | 6,094,109 3.29% of portfolio | high |
| Q1 2026 as of | Trim | 464288414 Common stock | $-47.53M | -448K -38.42% | 717,755 1.49% of portfolio | medium |
| Q1 2026 as of | Add | 464288612 Common stock | $11.49M | +108K +5.13% | 2,205,187 4.60% of portfolio | medium |
| Q1 2026 as of | Add | 37954Y889 Common stock | $11.38M | +146K +794.11% | 163,918 0.25% of portfolio | medium |
| Q1 2026 as of | Add | 922042775 Common stock | $9.65M | +129K +4.32% | 3,104,806 4.56% of portfolio | medium |
| Q1 2026 as of | New | 464287515 Common stock | $7.72M | +96K | 96,468 0.15% of portfolio | medium |
| Q1 2026 as of | New | 37954Y368 Common stock | $7.49M | +203K | 203,136 0.15% of portfolio | medium |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $6.67M | +22K +41.37% | 73,585 0.45% of portfolio | medium |