Choate Investment Advisors Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Choate Investment Advisors disclosed 462 stock positions valued at approximately $5.69B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD INTL EQUITY INDEX F, and ISHARES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 462
- Portfolio Value
- $5.69B
Holdings by Sector
Choate Investment Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 33.79% | 2,567,736 | -9,258 | -0.36% | $1,922,951,813 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 4.77% | 3,242,810 | +138,004 | +4.44% | $271,585,339 |
| ISHARES INC | IEMG | Other | 4.41% | 3,029,806 | +210,321 | +7.46% | $250,989,129 |
| ISHARES TR | GVI | Other | 4.21% | 2,259,954 | +54,767 | +2.48% | $239,769,873 |
| APPLE INC | AAPL | Technology | 3.08% | 605,835 | -18,419 | -2.95% | $175,304,386 |
| SPDR SERIES TRUST | SPYX | Other | 2.45% | 2,278,337 | -99,456 | -4.18% | $139,206,372 |
| NVIDIA CORPORATION | NVDA | Technology | 2.22% | 631,150 | -10,575 | -1.65% | $126,286,891 |
| MICROSOFT CORP | MSFT | Technology | 2.09% | 319,518 | -5,168 | -1.59% | $119,186,591 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.95% | 464,512 | -8,906 | -1.88% | $110,711,795 |
| ALPHABET INC | GOOGL | Communication Services | 1.83% | 290,662 | -6,533 | -2.20% | $103,873,840 |
| ALPHABET INC | GOOG | Communication Services | 1.33% | 213,613 | -5,787 | -2.64% | $75,475,729 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.24% | 94,139 | +1,909 | +2.07% | $70,300,280 |
| VANGUARD INDEX FDS | VTI | Other | 1.22% | 187,376 | +17,380 | +10.22% | $69,336,533 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.14% | 135,313 | +1,833 | +1.37% | $64,621,201 |
| ELI LILLY & CO | LLY | Healthcare | 1.07% | 50,791 | +3 | +0.01% | $60,919,817 |
| ISHARES TR | MUB | Other | 1.04% | 547,382 | -170,373 | -23.74% | $58,909,251 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.92% | 159,923 | -910 | -0.57% | $52,347,463 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.82% | 184,823 | -2,736 | -1.46% | $46,939,380 |
| WALMART INC | WMT | Consumer Defensive | 0.81% | 409,349 | -6,659 | -1.60% | $46,362,868 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.81% | 647,439 | +24,710 | +3.97% | $46,130,046 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.77% | 124,683 | -7,202 | -5.46% | $43,973,198 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.65% | 244,317 | -4,715 | -1.89% | $37,014,026 |
| VISA INC | V | Financial Services | 0.62% | 102,208 | -3,417 | -3.24% | $35,066,533 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.60% | 67,929 | +281 | +0.42% | $33,991,152 |
| BROADCOM INC | AVGO | Technology | 0.54% | 82,004 | +8,419 | +11.44% | $30,977,002 |
| VANGUARD INDEX FDS | VOO | Other | 0.54% | 44,351 | -1,201 | -2.64% | $30,460,808 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.49% | 54,084 | -330 | -0.61% | $27,777,320 |
| VANGUARD STAR FDS | VXUS | Other | 0.43% | 286,869 | - | - | $24,524,431 |
| META PLATFORMS INC | META | Communication Services | 0.42% | 42,598 | -3,727 | -8.05% | $23,994,927 |
| EXXON MOBIL CORP | XOM | Energy | 0.41% | 169,482 | +44,049 | +35.12% | $23,171,553 |
Showing 30 of 462 holdings in the latest reporting period.