Choate Investment Advisors Portfolio Stock Holdings
Choate Investment Advisors disclosed 438 stock positions valued at approximately $5.1 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INTL EQUITY INDEX F. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 438
- Portfolio Value
- $5.1B
Holdings by Sector
Choate Investment Advisors Portfolio Holdings in Q1 2026
428 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 32.94% | 2,576,994 | +133,775 | +5.48% | $1,683,318,251 |
| ISHARES TR | GVI | Other | 4.60% | 2,205,187 | +107,675 | +5.13% | $235,249,349 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 4.56% | 3,104,806 | +128,535 | +4.32% | $233,170,932 |
| ISHARES INC | IEMG | Other | 3.85% | 2,819,485 | +2,781,706 | +7363.10% | $196,659,079 |
| APPLE INC | AAPL | Technology | 3.10% | 624,254 | +880 | +0.14% | $158,429,397 |
| SPDR SERIES TRUST | SPYX | Other | 2.47% | 2,377,793 | -3,667 | -0.15% | $126,094,346 |
| MICROSOFT CORP | MSFT | Technology | 2.35% | 324,686 | -682 | -0.21% | $120,189,004 |
| NVIDIA CORPORATION | NVDA | Technology | 2.19% | 641,725 | -4,351 | -0.67% | $111,916,916 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.93% | 473,418 | -949 | -0.20% | $98,598,771 |
| ALPHABET INC | GOOGL | Communication Services | 1.67% | 297,195 | -2,615 | -0.87% | $85,461,363 |
| ISHARES TR | MUB | Other | 1.49% | 717,755 | -447,758 | -38.42% | $76,189,693 |
| ALPHABET INC | GOOG | Communication Services | 1.23% | 219,400 | -2,727 | -1.23% | $62,936,961 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.17% | 92,230 | -421 | -0.45% | $59,980,945 |
| VANGUARD INDEX FDS | VTI | Other | 1.07% | 169,996 | +1,090 | +0.65% | $54,536,345 |
| WALMART INC | WMT | Consumer Defensive | 1.01% | 416,008 | -15,653 | -3.63% | $51,701,474 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.93% | 160,833 | +21,324 | +15.29% | $47,310,516 |
| ELI LILLY & CO | LLY | Healthcare | 0.91% | 50,788 | +2,603 | +5.40% | $46,712,948 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.90% | 187,559 | -7,554 | -3.87% | $45,846,810 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.88% | 133,480 | -5,281 | -3.81% | $45,109,711 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.85% | 131,885 | -15,490 | -10.51% | $43,375,655 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.78% | 622,729 | +53,007 | +9.30% | $39,904,490 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.78% | 249,032 | -26,424 | -9.59% | $39,770,410 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.63% | 67,648 | +750 | +1.12% | $32,417,075 |
| VISA INC | V | Financial Services | 0.62% | 105,625 | -136 | -0.13% | $31,924,092 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.61% | 304,222 | -1,754 | -0.57% | $31,234,473 |
| VANGUARD INDEX FDS | VOO | Other | 0.53% | 45,552 | +566 | +1.26% | $27,219,682 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.53% | 54,414 | -157 | -0.29% | $27,188,283 |
| META PLATFORMS INC | META | Communication Services | 0.52% | 46,325 | +3,580 | +8.38% | $26,503,820 |
| BROADCOM INC | AVGO | Technology | 0.45% | 73,585 | +21,535 | +41.37% | $22,775,286 |
| VANGUARD STAR FDS | VXUS | Other | 0.43% | 286,869 | -1,700 | -0.59% | $22,120,469 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.42% | 150,060 | -9,782 | -6.12% | $21,674,651 |
| EXXON MOBIL CORP | XOM | Energy | 0.42% | 125,433 | +2,034 | +1.65% | $21,280,931 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.41% | 121,874 | +84 | +0.07% | $21,139,045 |
| LINDE PLC | LIN | Other | 0.41% | 41,766 | +1,405 | +3.48% | $20,706,143 |
| WASTE CONNECTIONS INC | WCN | Industrials | 0.34% | 105,864 | -2,720 | -2.50% | $17,196,564 |
| ABBVIE INC | ABBV | Healthcare | 0.32% | 74,702 | +3,288 | +4.60% | $16,246,971 |
| ISHARES TR | IWF | Other | 0.32% | 38,072 | -1,138 | -2.90% | $16,233,901 |
| QUANTA SVCS INC | PWR | Industrials | 0.32% | 29,467 | +505 | +1.74% | $16,177,972 |
| SPDR GOLD TR | GLD | Other | 0.31% | 37,066 | -2,205 | -5.61% | $15,949,129 |
| PEPSICO INC | PEP | Consumer Defensive | 0.31% | 102,100 | -2,339 | -2.24% | $15,855,126 |
| COCA COLA CO | KO | Consumer Defensive | 0.30% | 199,716 | +26,782 | +15.49% | $15,188,374 |
| ETFS GOLD TR | SGOL | Other | 0.29% | 337,644 | -8,739 | -2.52% | $15,065,675 |
| MSCI INC | MSCI | Financial Services | 0.28% | 26,739 | -1,086 | -3.90% | $14,412,588 |
| INVESCO QQQ TR | QQQ | Other | 0.28% | 24,791 | - | - | $14,308,904 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.28% | 47,270 | -129 | -0.27% | $14,298,185 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.28% | 3,368 | +133 | +4.11% | $14,180,358 |
| VANGUARD WORLD FD | MGC | Other | 0.27% | 58,067 | - | - | $13,724,135 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.27% | 98,733 | +9,540 | +10.70% | $13,656,719 |
| CANADIAN NATL RY CO | CNI | Industrials | 0.26% | 127,054 | -3,156 | -2.42% | $13,057,303 |
| GLOBAL X FDS | CATH | Other | 0.25% | 163,918 | +145,585 | +794.11% | $12,810,192 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.25% | 64,118 | +925 | +1.46% | $12,710,752 |
| MERCK & CO INC | MRK | Healthcare | 0.24% | 102,005 | +3,505 | +3.56% | $12,270,148 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.22% | 16 | - | - | $11,490,240 |
| ADOBE INC | ADBE | Technology | 0.22% | 46,217 | -6,846 | -12.90% | $11,234,428 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.21% | 152,261 | +61,182 | +67.17% | $10,952,128 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.21% | 49,254 | -1,305 | -2.58% | $10,592,642 |
| NETFLIX INC. | NFLX | Communication Services | 0.20% | 106,431 | +67,412 | +172.77% | $10,233,321 |
| EMERSON ELEC CO | EMR | Industrials | 0.20% | 76,652 | -2,224 | -2.82% | $10,042,926 |
| ISHARES TR | IJH | Other | 0.19% | 146,610 | -429 | -0.29% | $9,900,573 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.19% | 46,899 | -805 | -1.69% | $9,528,968 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.19% | 9,556 | -869 | -8.34% | $9,522,305 |
| VULCAN MATLS CO | VMC | Basic Materials | 0.18% | 33,102 | +4,358 | +15.16% | $9,013,675 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.17% | 231,940 | -34,051 | -12.80% | $8,776,596 |
| APPLIED MATLS INC | AMAT | Technology | 0.17% | 25,477 | +398 | +1.59% | $8,707,784 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.16% | 43,206 | -5,437 | -11.18% | $8,292,096 |
| DANAHER CORP DEL | DHR | Healthcare | 0.16% | 43,016 | +419 | +0.98% | $8,155,834 |
| CISCO SYS INC | CSCO | Technology | 0.16% | 103,864 | +877 | +0.85% | $8,058,808 |
| ECOLAB INC | ECL | Basic Materials | 0.15% | 29,519 | -2,779 | -8.60% | $7,852,545 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.15% | 98,845 | +456 | +0.46% | $7,775,116 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.15% | 97,061 | -10,866 | -10.07% | $7,772,645 |
| DISNEY WALT CO | DIS | Communication Services | 0.15% | 80,358 | +731 | +0.92% | $7,744,864 |
| ISHARES TR | IGV | Other | 0.15% | 96,468 | +96,468 | +100.00% | $7,722,263 |
| CONOCOPHILLIPS | COP | Energy | 0.14% | 52,908 | -6,113 | -10.36% | $6,983,837 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.14% | 22,289 | -976 | -4.20% | $6,927,198 |
| RTX CORPORATION | RTX | Industrials | 0.13% | 35,044 | +4,746 | +15.66% | $6,759,924 |
| CATERPILLAR INC | CAT | Industrials | 0.13% | 9,446 | +86 | +0.92% | $6,692,010 |
| SPDR SERIES TRUST | BILS | Other | 0.13% | 67,021 | -10,509 | -13.55% | $6,664,568 |
| ISHARES TR | USMV | Other | 0.12% | 65,915 | +5,493 | +9.09% | $6,112,928 |
| CHEVRON CORPORATION | CVX | Energy | 0.12% | 29,120 | -5,418 | -15.69% | $6,024,960 |
| GE AEROSPACE | GE | Industrials | 0.12% | 21,215 | -203 | -0.95% | $6,020,198 |
| ISHARES INC | ACWV | Other | 0.12% | 49,288 | +49,288 | +100.00% | $5,890,424 |
| NEWMONT CORP | NEM | Basic Materials | 0.11% | 53,905 | +2,989 | +5.87% | $5,835,216 |
| AMERIPRISE FINL INC | AMP | Financial Services | 0.11% | 13,001 | -250 | -1.89% | $5,777,644 |
| ISHARES TR | EFA | Other | 0.10% | 53,681 | +4,414 | +8.96% | $5,214,036 |
| AMGEN INC | AMGN | Healthcare | 0.10% | 14,455 | -120 | -0.82% | $5,085,959 |
| VANGUARD INDEX FDS | VUG | Other | 0.10% | 11,590 | -744 | -6.03% | $5,062,509 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.10% | 11,842 | -940 | -7.35% | $5,036,876 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.10% | 10,207 | -141 | -1.36% | $5,016,801 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.10% | 20,136 | +570 | +2.91% | $4,880,788 |
| ISHARES GOLD TR | IAU | Other | 0.09% | 53,409 | +14,085 | +35.82% | $4,708,537 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.09% | 32,107 | -1,056 | -3.18% | $4,707,207 |
| TESLA INC | TSLA | Consumer Cyclical | 0.09% | 12,591 | -831 | -6.19% | $4,680,704 |
| NOVARTIS AG | NVS | Healthcare | 0.09% | 30,492 | -655 | -2.10% | $4,657,659 |
| GE VERNOVA INC | GEV | Utilities | 0.09% | 5,240 | -3 | -0.06% | $4,573,917 |
| ISHARES TR | IEFA | Other | 0.09% | 50,291 | +5,820 | +13.09% | $4,552,844 |
| ORACLE CORP | ORCL | Technology | 0.09% | 30,332 | +6,178 | +25.58% | $4,462,101 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.09% | 13,681 | -170 | -1.23% | $4,459,048 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.08% | 13,450 | -419 | -3.02% | $4,089,876 |
| PFIZER INC | PFE | Healthcare | 0.08% | 144,007 | -2,883 | -1.96% | $4,043,717 |
| ANALOG DEVICES INC | ADI | Technology | 0.08% | 12,675 | -1,201 | -8.66% | $4,032,425 |