Choate Investment Advisors

CIK 0001399794 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Choate Investment Advisors reported 472 positions worth $5.69B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IVV (33.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.69B
2026 Q2
Positions
472
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.9%
Est. Net Flow (Q)
2026 Q2
10 / 472 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$1.92B33.79%2,567,736
2VEUVANGUARD INTL EQUITY INDEX FSH$271.6M4.77%3,242,810
3IEMGISHARES INCSH$251.0M4.41%3,029,806
4GVIISHARES TRSH$239.8M4.21%2,259,954
5AAPLAPPLE INCSH$175.3M3.08%605,835
6OAKMHARRIS OAKMARK ETF TRUSTSH$163.9M2.88%5,819,404
7SPYXSPDR SERIES TRUSTSH$139.2M2.45%2,278,337
8NVDANVIDIA CORPORATIONSH$126.3M2.22%631,150
9MSFTMICROSOFT CORPSH$119.2M2.10%319,518
10AMZNAMAZON COM INCSH$110.7M1.95%464,512

The free plan shows the top 10 positions. The remaining 462 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Choate Investment Advisors hold as of Q2 2026?

Choate Investment Advisors reported 472 positions worth $5.69B in its Q2 2026 13F filing. Largest positions: IVV (33.8%), VEU (4.8%), IEMG (4.4%), GVI (4.2%) and AAPL (3.1%).

What did Choate Investment Advisors buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Choate Investment Advisors sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.