CI
Choate Investment Advisors
Choate Investment Advisors · Investor
1Y performance ⓘ
+23%
AUM (13F)
$5.1B
# of Holdings
437
3Y performance ⓘ
+52%
vs S&P 500 ⓘ
−12%
Updated
Mar 31
Choate Investment Advisors's Choate Investment Advisors holds 437 U.S.-equity positions worth $5.1B (SEC 13F, Q1 2026). Top positions: Ishares Tr 32.9%, Ishares Tr 4.6%, Vanguard Intl Equity Index F 4.6%. 13F-replication return is +52% over 3 years (-12 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| IVV Ishares Tr | 32.9% | 2.6M | $1.7B | ▲ 5.5% (+134K) | $456.94 | $750.32 (+64%) | 2026-03-31 |
| GVI Ishares Tr | 4.6% | 2.2M | $235M | ▲ 5.1% (+108K) | $107.39 | $105.30 (−2%) | 2026-03-31 |
| VEU Vanguard Intl Equity Index F | 4.6% | 3.1M | $233M | ▲ 4.3% (+129K) | $73.59 | $82.85 (+13%) | 2026-03-31 |
| IEMG Ishares Inc | 3.9% | 2.8M | $197M | ▲ 7363% (+2.8M) | $69.60 | $77.61 (+12%) | 2026-03-31 |
| OAKM Harris Oakmark Etf Trust | 3.3% | 6.1M | $168M | ▼ 32% (−2.9M) | $25.72 | $30.17 (+17%) | 2026-03-31 |
| AAPL Apple Inc. | 3.1% | 624K | $158M | — | $181.56 | $308.91 (+70%) | 2026-03-31 |
| SPYX Spdr Series Trust | 2.5% | 2.4M | $126M | — | $33.25 | $61.29 (+84%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 2.4% | 325K | $120M | — | $338.07 | $464.72 (+37%) | 2026-03-31 |
| NVDA NVIDIA CORP | 2.2% | 642K | $112M | ▼ 0.7% (−4K) | $46.47 | $200.75 (+332%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 1.9% | 473K | $99M | — | $146.88 | $271.58 (+85%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 1.7% | 297K | $85M | ▼ 0.9% (−3K) | $129.00 | $356.13 (+176%) | 2026-03-31 |
| MUB Ishares Tr | 1.5% | 718K | $76M | ▼ 38% (−448K) | $107.71 | $105.64 (−2%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 1.2% | 219K | $63M | ▼ 1.2% (−3K) | $129.47 | $356.65 (+175%) | 2026-03-31 |
| SPY State Str Spdr S&p 500 Etf T | 1.2% | 92K | $60M | — | $440.46 | $747.03 (+70%) | 2026-03-31 |
| VTI Vanguard Index Fds | 1.1% | 170K | $55M | ▲ 0.6% (+1K) | $283.54 | $368.21 (+30%) | 2026-03-31 |
| WMT Walmart Inc. Common Stock | 1.0% | 416K | $52M | ▼ 3.6% (−16K) | $72.85 | $111.20 (+53%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 0.9% | 161K | $47M | ▲ 15% (+21K) | $183.63 | $351.79 (+92%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 0.9% | 51K | $47M | ▲ 5.4% (+3K) | $676.82 | $1,148.84 (+70%) | 2026-03-31 |
| JNJ Johnson & Johnson | 0.9% | 188K | $46M | ▼ 3.9% (−8K) | $157.14 | $256.35 (+63%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 0.9% | 133K | $45M | ▼ 3.8% (−5K) | $177.04 | $404.25 (+128%) | 2026-03-31 |
| HD Home Depot, Inc. | 0.8% | 132K | $43M | ▼ 11% (−15K) | $334.69 | $331.96 (−1%) | 2026-03-31 |
| VEA Vanguard Tax-managed Fds | 0.8% | 623K | $40M | ▲ 9.3% (+53K) | $53.59 | $70.62 (+32%) | 2026-03-31 |
| TJX TJX Companies, Inc. (The) | 0.8% | 249K | $40M | ▼ 9.6% (−26K) | $102.56 | $157.34 (+53%) | 2026-03-31 |
| BRK.B BERKSHIRE HATHAWAY Class B | 0.6% | 68K | $32M | ▲ 1.1% (+750) | $336.19 | $511.54 (+52%) | 2026-03-31 |
| V VISA Inc. | 0.6% | 106K | $32M | — | $256.41 | $366.13 (+43%) | 2026-03-31 |
| ABT Abbott Laboratories | 0.6% | 304K | $31M | ▼ 0.6% (−2K) | $114.31 | $105.70 (−8%) | 2026-03-31 |
| VOO Vanguard Index Fds | 0.5% | 46K | $27M | ▲ 1.3% (+566) | $516.33 | $686.65 (+33%) | 2026-03-31 |
| MA Mastercard Incorporated | 0.5% | 54K | $27M | — | $453.99 | $573.10 (+26%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 0.5% | 46K | $27M | ▲ 8.4% (+4K) | $467.70 | $556.71 (+19%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 0.5% | 74K | $23M | ▲ 41% (+22K) | $236.65 | $389.28 (+64%) | 2026-03-31 |
| VXUS Vanguard Star Fds | 0.4% | 287K | $22M | ▼ 0.6% (−2K) | $75.44 | $84.59 (+12%) | 2026-03-31 |
| PG Procter & Gamble Company | 0.4% | 150K | $22M | ▼ 6.1% (−10K) | $151.78 | $144.49 (−5%) | 2026-03-31 |
| XOM Exxon Mobil Corporation | 0.4% | 125K | $21M | ▲ 1.6% (+2K) | $111.28 | $155.44 (+40%) | 2026-03-31 |
| MRSH Marsh | 0.4% | 122K | $21M | — | $173.45 | $189.69 (+9%) | 2026-03-31 |
| LIN Linde plc Ordinary Share | 0.4% | 42K | $21M | ▲ 3.5% (+1K) | $434.97 | $478.38 (+10%) | 2026-03-31 |
| WCN Waste Connections, Inc. | 0.3% | 106K | $17M | ▼ 2.5% (−3K) | $171.51 | $167.38 (−2%) | 2026-03-31 |
| ABBV ABBVIE INC. | 0.3% | 75K | $16M | ▲ 4.6% (+3K) | $163.92 | $250.94 (+53%) | 2026-03-31 |
| IWF Ishares Tr | 0.3% | 38K | $16M | ▼ 2.9% (−1K) | $67.43 | $118.32 (+75%) | 2026-03-31 |
| PWR Quanta Services, Inc. | 0.3% | 29K | $16M | ▲ 1.7% (+505) | $326.69 | $667.36 (+104%) | 2026-03-31 |
| GLD Spdr Gold Tr | 0.3% | 37K | $16M | ▼ 5.6% (−2K) | $182.11 | $371.54 (+104%) | 2026-03-31 |
| PEP PepsiCo, Inc. | 0.3% | 102K | $16M | ▼ 2.2% (−2K) | $173.15 | $139.56 (−19%) | 2026-03-31 |
| KO Coca-Cola Company | 0.3% | 200K | $15M | ▲ 15% (+27K) | $67.43 | $87.59 (+30%) | 2026-03-31 |
| SGOL Etfs Gold Tr | 0.3% | 338K | $15M | ▼ 2.5% (−9K) | $27.71 | $38.57 (+39%) | 2026-03-31 |
| MSCI MSCI, Inc. | 0.3% | 27K | $14M | ▼ 3.9% (−1K) | $584.26 | $572.24 (−2%) | 2026-03-31 |
| QQQ Invesco Qqq Tr | 0.3% | 25K | $14M | — | $418.67 | $687.99 (+64%) | 2026-03-31 |
| AXP American Express Company | 0.3% | 47K | $14M | — | $162.25 | $336.25 (+107%) | 2026-03-31 |
| BKNG Booking Holdings Inc. Common Stock | 0.3% | 3K | $14M | ▲ 4.1% (+133) | $209.64 | $192.90 (−8%) | 2026-03-31 |
| MGC Vanguard World Fd | 0.3% | 58K | $14M | — | $251.17 | $273.05 (+9%) | 2026-03-31 |
| VT Vanguard Intl Equity Index F | 0.3% | 99K | $14M | ▲ 11% (+10K) | $109.66 | $155.86 (+42%) | 2026-03-31 |
| CNI Canadian National Railway | 0.3% | 127K | $13M | ▼ 2.4% (−3K) | $124.66 | $127.21 (+2%) | 2026-03-31 |
Showing top 50 of 437 holdings by value.
FAQ ▾
What are Choate Investment Advisors's largest holdings?
As of the latest 13F: Ishares Tr 32.9%, Ishares Tr 4.6%, Vanguard Intl Equity Index F 4.6%, Ishares Inc 3.9%, Harris Oakmark Etf Trust 3.3%.
How big is Choate Investment Advisors's 13F portfolio?
$5.1B across 437 disclosed U.S.-equity positions.
What is Choate Investment Advisors's 3-year performance?
+52% (13F-replication, price return), -12 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.