Choate Investment Advisors
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.11B
Q ending 2026-03-31
Prior quarter
$5.10B
Q ending 2025-12-31
Change
+0.3% QoQ · +27.0% YoY
Positions
438
reported holdings
Largest positions
Top 100 of 438 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $1.68B | 2.6M |
| Ishares Tr | GVI | Shares | $235.2M | 2.2M |
| Vanguard Intl Equity Index F | VEU | Shares | $233.2M | 3.1M |
| Ishares Inc | IEMG | Shares | $196.7M | 2.8M |
| Harris Oakmark Etf Trust | OAKM | Shares | $168.0M | 6.1M |
| Apple Inc | AAPL | Shares | $158.4M | 624K |
| Spdr Series Trust | SPYX | Shares | $126.1M | 2.4M |
| Microsoft Corp | MSFT | Shares | $120.2M | 325K |
| Nvidia Corporation | NVDA | Shares | $111.9M | 642K |
| Amazon Com Inc | AMZN | Shares | $98.6M | 473K |
| Alphabet Inc | GOOGL | Shares | $85.5M | 297K |
| Ishares Tr | MUB | Shares | $76.2M | 718K |
| Alphabet Inc | GOOG | Shares | $62.9M | 219K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $60.0M | 92K |
| Vanguard Index Fds | VTI | Shares | $54.5M | 170K |
| Walmart Inc | WMT | Shares | $51.7M | 416K |
| Jpmorgan Chase & Co | JPM | Shares | $47.3M | 161K |
| Eli Lilly & Co | LLY | Shares | $46.7M | 51K |
| Johnson & Johnson | JNJ | Shares | $45.8M | 188K |
| Taiwan Semiconductor Manufac | TSM | Shares | $45.1M | 133K |
| Home Depot Inc | HD | Shares | $43.4M | 132K |
| Vanguard Tax-Managed Fds | VEA | Shares | $39.9M | 623K |
| Tjx Cos Inc New | TJX | Shares | $39.8M | 249K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $32.4M | 68K |
| Visa Inc | V | Shares | $31.9M | 106K |
| Abbott Laboratories | ABT | Shares | $31.2M | 304K |
| Vanguard Index Fds | VOO | Shares | $27.2M | 46K |
| Mastercard Incorporated | MA | Shares | $27.2M | 54K |
| Meta Platforms Inc | META | Shares | $26.5M | 46K |
| Broadcom Inc | AVGO | Shares | $22.8M | 74K |
| Vanguard Star Fds | VXUS | Shares | $22.1M | 287K |
| Procter & Gamble Co | PG | Shares | $21.7M | 150K |
| Exxon Mobil Corp | XOM | Shares | $21.3M | 125K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $21.1M | 122K |
| Linde Plc | Shares | $20.7M | 42K | |
| Waste Connections Inc | WCN | Shares | $17.2M | 106K |
| Abbvie Inc | ABBV | Shares | $16.2M | 75K |
| Ishares Tr | IWF | Shares | $16.2M | 38K |
| Quanta Svcs Inc | PWR | Shares | $16.2M | 29K |
| Spdr Gold Tr | GLD | Shares | $15.9M | 37K |
| Pepsico Inc | PEP | Shares | $15.9M | 102K |
| Coca Cola Co | KO | Shares | $15.2M | 200K |
| Etfs Gold Tr | SGOL | Shares | $15.1M | 338K |
| Msci Inc | MSCI | Shares | $14.4M | 27K |
| Invesco Qqq Tr | QQQ | Shares | $14.3M | 25K |
| American Express Co | AXP | Shares | $14.3M | 47K |
| Booking Holdings Inc | BKNG | Shares | $14.2M | 3K |
| Vanguard World Fd | MGC | Shares | $13.7M | 58K |
| Vanguard Intl Equity Index F | VT | Shares | $13.7M | 99K |
| Canadian Natl Ry Co | CNI | Shares | $13.1M | 127K |
| Global X Fds | CATH | Shares | $12.8M | 164K |
| Progressive Corp | PGR | Shares | $12.7M | 64K |
| Merck & Co Inc | MRK | Shares | $12.3M | 102K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $11.5M | 16 |
| Adobe Inc | ADBE | Shares | $11.2M | 46K |
| Uber Technologies Inc | UBER | Shares | $11.0M | 152K |
| Vanguard Specialized Funds | VIG | Shares | $10.6M | 49K |
| Netflix Inc. | NFLX | Shares | $10.2M | 106K |
| Emerson Elec Co | EMR | Shares | $10.0M | 77K |
| Ishares Tr | IJH | Shares | $9.9M | 147K |
| Automatic Data Processing In | ADP | Shares | $9.5M | 47K |
| Costco Wholesale Corporation | COST | Shares | $9.5M | 10K |
| Vulcan Matls Co | VMC | Shares | $9.0M | 33K |
| Enterprise Prods Partners L | EPD | Shares | $8.8M | 232K |
| Applied Matls Inc | AMAT | Shares | $8.7M | 25K |
| Invesco Exchange Traded Fd T | RSP | Shares | $8.3M | 43K |
| Danaher Corp Del | DHR | Shares | $8.2M | 43K |
| Cisco Sys Inc | CSCO | Shares | $8.1M | 104K |
| Ecolab Inc | ECL | Shares | $7.9M | 30K |
| Canadian Pacific Kansas City | CP | Shares | $7.8M | 99K |
| Edwards Lifesciences Corp | EW | Shares | $7.8M | 97K |
| Disney Walt Co | DIS | Shares | $7.7M | 80K |
| Ishares Tr | IGV | Shares | $7.7M | 96K |
| Global X Fds | CEFA | Shares | $7.5M | 203K |
| Conocophillips | COP | Shares | $7.0M | 53K |
| Mcdonalds Corp | MCD | Shares | $6.9M | 22K |
| Rtx Corporation | RTX | Shares | $6.8M | 35K |
| Caterpillar Inc | CAT | Shares | $6.7M | 9K |
| Spdr Series Trust | BILS | Shares | $6.7M | 67K |
| Ishares Tr | USMV | Shares | $6.1M | 66K |
| Chevron Corporation | CVX | Shares | $6.0M | 29K |
| Ge Aerospace | GE | Shares | $6.0M | 21K |
| Ishares Inc | ACWV | Shares | $5.9M | 49K |
| Newmont Corp | NEM | Shares | $5.8M | 54K |
| Ameriprise Finl Inc | AMP | Shares | $5.8M | 13K |
| Ishares Tr | EFA | Shares | $5.2M | 54K |
| Amgen Inc | AMGN | Shares | $5.1M | 14K |
| Vanguard Index Fds | VUG | Shares | $5.1M | 12K |
| S&P Global Inc | SPGI | Shares | $5.0M | 12K |
| Thermo Fisher Scientific Inc | TMO | Shares | $5.0M | 10K |
| International Business Machs | IBM | Shares | $4.9M | 20K |
| Ishares Gold Tr | IAU | Shares | $4.7M | 53K |
| Select Sector Spdr Tr | XLV | Shares | $4.7M | 32K |
| Tesla Inc | TSLA | Shares | $4.7M | 13K |
| Novartis Ag | NVS | Shares | $4.7M | 30K |
| Ge Vernova Inc | GEV | Shares | $4.6M | 5K |
| Ishares Tr | IEFA | Shares | $4.6M | 50K |
| Oracle Corp | ORCL | Shares | $4.5M | 30K |
| Chubb Ltd Switz | Shares | $4.5M | 14K | |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $4.1M | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.