CI
Choate Investment Advisors
Choate Investment Advisors · Investor
1Y performance ⓘ
+22%
AUM (13F)
$5.1B
# of Holdings
435
3Y performance ⓘ
+64%
vs S&P 500 ⓘ
−8%
Updated
Mar 31
Choate Investment Advisors's Choate Investment Advisors holds 435 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 +64% over 3 years (-8 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) | $411.08 | $747.78 (+82%) | 2026-03-31 |
| GVI Ishares Tr | 4.6% | 2.2M | $235M | ▲ 5.1% (+108K) | $107.44 | $105.70 (−2%) | 2026-03-31 |
| VEU Vanguard Intl Equity Index F | 4.6% | 3.1M | $233M | ▲ 4.3% (+129K) | $54.41 | $85.23 (+57%) | 2026-03-31 |
| IEMG Ishares Inc | 3.9% | 2.8M | $197M | ▲ 7363% (+2.8M) | $48.79 | $86.00 (+76%) | 2026-03-31 |
| OAKM Harris Oakmark Etf Trust | 3.3% | 6.1M | $168M | ▼ 32% (−2.9M) | $25.68 | $27.78 (+8%) | 2026-03-31 |
| AAPL Apple Inc. | 3.1% | 624K | $158M | — | $164.90 | $297.01 (+80%) | 2026-03-31 |
| SPYX Spdr Series Trust | 2.5% | 2.4M | $126M | — | $33.24 | $60.94 (+83%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 2.4% | 325K | $120M | — | $288.30 | $367.34 (+27%) | 2026-03-31 |
| NVDA NVIDIA CORP | 2.2% | 642K | $112M | ▼ 0.7% (−4K) | $277.77 | $208.65 (−25%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 1.9% | 473K | $99M | — | $103.29 | $232.79 (+125%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 1.7% | 297K | $85M | ▼ 0.9% (−3K) | $103.73 | $349.68 (+237%) | 2026-03-31 |
| MUB Ishares Tr | 1.5% | 718K | $76M | ▼ 38% (−448K) | $107.74 | $107.32 (−0%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 1.2% | 219K | $63M | ▼ 1.2% (−3K) | $104.00 | $348.78 (+235%) | 2026-03-31 |
| SPY State Str Spdr S&p 500 Etf T | 1.2% | 92K | $60M | — | $409.39 | $744.39 (+82%) | 2026-03-31 |
| VTI Vanguard Index Fds | 1.1% | 170K | $55M | ▲ 0.6% (+1K) | $204.10 | $368.81 (+81%) | 2026-03-31 |
| WMT Walmart Inc. Common Stock | 1.0% | 416K | $52M | ▼ 3.6% (−16K) | $147.45 | $117.18 (−21%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 0.9% | 161K | $47M | ▲ 15% (+21K) | $130.31 | $331.48 (+154%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 0.9% | 51K | $47M | ▲ 5.4% (+3K) | $343.42 | $1,102.08 (+221%) | 2026-03-31 |
| JNJ Johnson & Johnson | 0.9% | 188K | $46M | ▼ 3.9% (−8K) | $155.00 | $231.29 (+49%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 0.9% | 133K | $45M | ▼ 3.8% (−5K) | $93.02 | $467.67 (+403%) | 2026-03-31 |
| HD Home Depot, Inc. | 0.8% | 132K | $43M | ▼ 11% (−15K) | $295.12 | $326.62 (+11%) | 2026-03-31 |
| VEA Vanguard Tax-managed Fds | 0.8% | 623K | $40M | ▲ 9.3% (+53K) | $45.17 | $72.39 (+60%) | 2026-03-31 |
| TJX TJX Companies, Inc. (The) | 0.8% | 249K | $40M | ▼ 9.6% (−26K) | $78.36 | $164.17 (+110%) | 2026-03-31 |
| BRK.B BERKSHIRE HATHAWAY Class B | 0.6% | 68K | $32M | ▲ 1.1% (+750) | $308.77 | $488.69 (+58%) | 2026-03-31 |
| V VISA Inc. | 0.6% | 106K | $32M | — | $225.46 | $326.60 (+45%) | 2026-03-31 |
| ABT Abbott Laboratories | 0.6% | 304K | $31M | ▼ 0.6% (−2K) | $101.26 | $87.83 (−13%) | 2026-03-31 |
| VOO Vanguard Index Fds | 0.5% | 46K | $27M | ▲ 1.3% (+566) | $376.07 | $686.10 (+82%) | 2026-03-31 |
| MA Mastercard Incorporated | 0.5% | 54K | $27M | — | $363.41 | $484.09 (+33%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 0.5% | 46K | $27M | ▲ 8.4% (+4K) | $211.94 | $563.85 (+166%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 0.5% | 74K | $23M | ▲ 41% (+22K) | $641.54 | $392.13 (−39%) | 2026-03-31 |
| VXUS Vanguard Star Fds | 0.4% | 287K | $22M | ▼ 0.6% (−2K) | $75.44 | $87.06 (+15%) | 2026-03-31 |
| PG Procter & Gamble Company | 0.4% | 150K | $22M | ▼ 6.1% (−10K) | $148.69 | $147.68 (−1%) | 2026-03-31 |
| XOM Exxon Mobil Corporation | 0.4% | 125K | $21M | ▲ 1.6% (+2K) | $109.66 | $138.47 (+26%) | 2026-03-31 |
| MRSH Marsh | 0.4% | 122K | $21M | — | $188.08 | $160.12 (−15%) | 2026-03-31 |
| LIN Linde plc Ordinary Share | 0.4% | 42K | $21M | ▲ 3.5% (+1K) | $381.08 | $516.71 (+36%) | 2026-03-31 |
| WCN Waste Connections, Inc. | 0.3% | 106K | $17M | ▼ 2.5% (−3K) | $134.30 | $153.43 (+14%) | 2026-03-31 |
| ABBV ABBVIE INC. | 0.3% | 75K | $16M | ▲ 4.6% (+3K) | $159.37 | $230.01 (+44%) | 2026-03-31 |
| IWF Ishares Tr | 0.3% | 38K | $16M | ▼ 2.9% (−1K) | $244.33 | $121.76 (−50%) | 2026-03-31 |
| PWR Quanta Services, Inc. | 0.3% | 29K | $16M | ▲ 1.7% (+505) | $166.64 | $740.14 (+344%) | 2026-03-31 |
| GLD Spdr Gold Tr | 0.3% | 37K | $16M | ▼ 5.6% (−2K) | $183.22 | $384.59 (+110%) | 2026-03-31 |
| PEP PepsiCo, Inc. | 0.3% | 102K | $16M | ▼ 2.2% (−2K) | $182.30 | $140.71 (−23%) | 2026-03-31 |
| KO Coca-Cola Company | 0.3% | 200K | $15M | ▲ 15% (+27K) | $62.03 | $79.53 (+28%) | 2026-03-31 |
| SGOL Etfs Gold Tr | 0.3% | 338K | $15M | ▼ 2.5% (−9K) | $25.05 | $39.89 (+59%) | 2026-03-31 |
| MSCI MSCI, Inc. | 0.3% | 27K | $14M | ▼ 3.9% (−1K) | $513.08 | $580.85 (+13%) | 2026-03-31 |
| QQQ Invesco Qqq Tr | 0.3% | 25K | $14M | — | $320.93 | $737.95 (+130%) | 2026-03-31 |
| AXP American Express Company | 0.3% | 47K | $14M | — | $164.95 | $338.07 (+105%) | 2026-03-31 |
| BKNG Booking Holdings Inc. Common Stock | 0.3% | 3K | $14M | ▲ 4.1% (+133) | $2,652.41 | $167.77 (−94%) | 2026-03-31 |
| MGC Vanguard World Fd | 0.3% | 58K | $14M | — | $251.17 | $273.11 (+9%) | 2026-03-31 |
| VT Vanguard Intl Equity Index F | 0.3% | 99K | $14M | ▲ 11% (+10K) | $92.09 | $157.56 (+71%) | 2026-03-31 |
| CNI Canadian National Railway | 0.3% | 127K | $13M | ▼ 2.4% (−3K) | $117.97 | $114.13 (−3%) | 2026-03-31 |
Showing top 50 of 435 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 435 disclosed U.S.-equity positions.
What is Choate Investment Advisors's 3-year performance?
+64% (13F-replication, price return), -8 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.