13F holdings
Choate Investment Advisors portfolio
Managed by . 438 reported positions worth $5.1B as of 2026-03-31, filed with the SEC on 2026-05-13. Parsed from the filing itself, not a reseller.
$5.1B
Book value
438
Positions
61%
Top 10 weight
+25
New this quarter
-31
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 43 days old on 2026-05-13, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (25)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| IGV | ISHARES TR | $7.7M | 96,468 | 0.15% |
| CEFA | GLOBAL X FDS | $7.5M | 203,136 | 0.15% |
| ACWV | ISHARES INC | $5.9M | 49,288 | 0.12% |
| AZN | ASTRAZENECA PLC | $923,060 | 4,687 | 0.02% |
| VLO | VALERO ENERGY CORP | $691,577 | 2,799 | 0.01% |
| XLE | SELECT SECTOR SPDR TR | $372,400 | 6,079 | 0.01% |
| DOW | DOW HLDGS INC | $355,733 | 8,541 | 0.01% |
| CDNS | CADENCE DESIGN SYSTEM INC | $320,106 | 1,152 | 0.01% |
| PSX | PHILLIPS 66 | $290,941 | 1,597 | 0.01% |
| GME | GAMESTOP CORP | $276,480 | 12,000 | 0.01% |
| AMCR | AMCOR PLC | $275,507 | 6,931 | 0.01% |
| TTE | TOTALENERGIES SE | $271,230 | 2,981 | 0.01% |
| HBAN | HUNTINGTON BANCSHARES INC | $268,789 | 17,175 | 0.01% |
| SU | SUNCOR ENERGY INC NEW | $251,615 | 3,806 | 0.00% |
| LNT | ALLIANT ENERGY CORP | $235,947 | 3,288 | 0.00% |
| FDX | FEDEX CORP | $235,791 | 662 | 0.00% |
| DMLP | DORCHESTER MINERALS L P | $228,128 | 8,418 | 0.00% |
| WELL | WELLTOWER INC | $216,295 | 1,094 | 0.00% |
| AKAM | AKAMAI TECHNOLOGIES INC | $214,770 | 1,870 | 0.00% |
| SIVR | ABRDN SILVER ETF TRUST | $213,326 | 2,979 | 0.00% |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $212,867 | 16,163 | 0.00% |
| EIX | EDISON INTL | $212,149 | 2,899 | 0.00% |
| LNG | CHENIERE ENERGY INC | $206,294 | 727 | 0.00% |
| EQIX | EQUINIX INC | $205,850 | 210 | 0.00% |
| PTEN | PATTERSON-UTI ENERGY INC | $144,039 | 13,300 | 0.00% |
Closed out (31)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AKRE | PROFESIONALLY MANAGED PORTFO | $834,139 | 12,733 | 0.00% |
| AZNN | ASTRAZENECA PLC | $798,228 | 8,683 | 0.00% |
| LION | LIONSGATE STUDIOS CORP | $490,509 | 53,725 | 0.00% |
| OEF | ISHARES TR | $423,225 | 1,234 | 0.00% |
| PAR | PAR TECHNOLOGY CORP | $297,351 | 8,196 | 0.00% |
| SHLD | GLOBAL X FDS | $289,417 | 4,467 | 0.00% |
| WDAY | WORKDAY INC | $273,415 | 1,273 | 0.00% |
| LILAK | LIBERTY LATIN AMERICA LTD | $266,031 | 35,661 | 0.00% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $258,431 | 1,158 | 0.00% |
| LBRDA | LIBERTY BROADBAND CORP | $251,056 | 5,200 | 0.00% |
| APP | APPLOVIN CORP | $246,618 | 366 | 0.00% |
| FSLR | FIRST SOLAR INC | $237,458 | 909 | 0.00% |
| NTES | NETEASE INC | $236,431 | 1,718 | 0.00% |
| IBN | ICICI BANK LIMITED | $229,967 | 7,717 | 0.00% |
| ULTA | ULTA BEAUTY INC | $228,089 | 377 | 0.00% |
| WAB | WABTEC | $224,123 | 1,050 | 0.00% |
| UNM | UNUM GROUP | $222,348 | 2,869 | 0.00% |
| RELX | RELX PLC | $221,380 | 5,477 | 0.00% |
| ROL | ROLLINS INC | $218,173 | 3,635 | 0.00% |
| TY | TRI CONTL CORP | $214,837 | 6,578 | 0.00% |
| UBS | UBS GROUP AG | $210,525 | 4,546 | 0.00% |
| SCHX | SCHWAB STRATEGIC TR | $207,261 | 7,702 | 0.00% |
| EPAM | EPAM SYS INC | $202,217 | 987 | 0.00% |
| EBC | EASTERN BANKSHARES INC | $194,982 | 10,580 | 0.00% |
| VKI | INVESCO ADVANTAGE MUN INCOME | $180,704 | 19,814 | 0.00% |
Added to (130)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.7B | 2,576,994 | 32.94% | +5% |
| GVI | ISHARES TR | $235.2M | 2,205,187 | 4.60% | +5% |
| VEU | VANGUARD INTL EQUITY INDEX F | $233.2M | 3,104,806 | 4.56% | +4% |
| IEMG | ISHARES INC | $196.7M | 2,819,485 | 3.85% | +7363% |
| JPM | JPMORGAN CHASE & CO | $47.3M | 160,833 | 0.93% | +15% |
| LLY | ELI LILLY & CO | $46.7M | 50,788 | 0.91% | +5% |
| VEA | VANGUARD TAX-MANAGED FDS | $39.9M | 622,729 | 0.78% | +9% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.4M | 67,648 | 0.63% | +1% |
| VOO | VANGUARD INDEX FDS | $27.2M | 45,552 | 0.53% | +1% |
| META | META PLATFORMS INC | $26.5M | 46,325 | 0.52% | +8% |
| AVGO | BROADCOM INC | $22.8M | 73,585 | 0.45% | +41% |
| EXMOC | EXXON MOBIL CORP | $21.3M | 125,433 | 0.42% | +2% |
| LIN | LINDE PLC | $20.7M | 41,766 | 0.41% | +3% |
| ABBV | ABBVIE INC | $16.2M | 74,702 | 0.32% | +5% |
| PWR | QUANTA SVCS INC | $16.2M | 29,467 | 0.32% | +2% |
Trimmed (139)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IQV | IQVIA HLDGS INC | $654,533 | 3,838 | 0.01% | -63% |
| FISV | FISERV INC | $842,859 | 15,105 | 0.02% | -60% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $212,060 | 751 | 0.00% | -52% |
| BITB | BITWISE BITCOIN ETF TR | $424,272 | 11,526 | 0.01% | -49% |
| BIL | SPDR SERIES TRUST | $874,337 | 9,541 | 0.02% | -46% |
| QCOM | QUALCOMM INC | $959,669 | 7,452 | 0.02% | -41% |
| VNT | VONTIER CORPORATION | $1.6M | 45,817 | 0.03% | -40% |
| USB | US BANCORP | $353,824 | 6,803 | 0.01% | -39% |
| MUB | ISHARES TR | $76.2M | 717,755 | 1.49% | -38% |
| VBK | VANGUARD INDEX FDS | $445,517 | 1,474 | 0.01% | -34% |
| CTRA | COTERRA ENERGY INC | $247,251 | 7,036 | 0.00% | -33% |
| OAKM | HARRIS OAKMARK ETF TRUST | $168.0M | 6,094,109 | 3.29% | -32% |
| HO1 | HOLOGIC INC | $724,606 | 9,586 | 0.01% | -30% |
| EOG | EOG RES INC | $2.8M | 19,587 | 0.06% | -29% |
| ALC | ALCON AG | $3.7M | 49,519 | 0.07% | -28% |
The book
Largest 150 of 438 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.7B | 2,576,994 | 32.94% | — |
| GVI | ISHARES TR | $235.2M | 2,205,187 | 4.60% | — |
| VEU | VANGUARD INTL EQUITY INDEX F | $233.2M | 3,104,806 | 4.56% | — |
| IEMG | ISHARES INC | $196.7M | 2,819,485 | 3.85% | — |
| OAKM | HARRIS OAKMARK ETF TRUST | $168.0M | 6,094,109 | 3.29% | — |
| AAPL | APPLE INC | $158.4M | 624,254 | 3.10% | — |
| SPYX | SPDR SERIES TRUST | $126.1M | 2,377,793 | 2.47% | — |
| MSFT | MICROSOFT CORP | $120.2M | 324,686 | 2.35% | — |
| NVDA | NVIDIA CORPORATION | $111.9M | 641,725 | 2.19% | — |
| AMZN | AMAZON COM INC | $98.6M | 473,418 | 1.93% | — |
| GOOGL | ALPHABET INC | $85.5M | 297,195 | 1.67% | — |
| MUB | ISHARES TR | $76.2M | 717,755 | 1.49% | — |
| GOOG | ALPHABET INC | $62.9M | 219,400 | 1.23% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $60.0M | 92,230 | 1.17% | — |
| VTI | VANGUARD INDEX FDS | $54.5M | 169,996 | 1.07% | — |
| WMT | WALMART INC | $51.7M | 416,008 | 1.01% | — |
| JPM | JPMORGAN CHASE & CO | $47.3M | 160,833 | 0.93% | — |
| LLY | ELI LILLY & CO | $46.7M | 50,788 | 0.91% | — |
| JNJ | JOHNSON & JOHNSON | $45.8M | 187,559 | 0.90% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $45.1M | 133,480 | 0.88% | — |
| HD | HOME DEPOT INC | $43.4M | 131,885 | 0.85% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $39.9M | 622,729 | 0.78% | — |
| TJX | TJX COS INC NEW | $39.8M | 249,032 | 0.78% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.4M | 67,648 | 0.63% | — |
| V | VISA INC | $31.9M | 105,625 | 0.62% | — |
| ABT | ABBOTT LABORATORIES | $31.2M | 304,222 | 0.61% | — |
| VOO | VANGUARD INDEX FDS | $27.2M | 45,552 | 0.53% | — |
| MA | MASTERCARD INCORPORATED | $27.2M | 54,414 | 0.53% | — |
| META | META PLATFORMS INC | $26.5M | 46,325 | 0.52% | — |
| AVGO | BROADCOM INC | $22.8M | 73,585 | 0.45% | — |
| VXUS | VANGUARD STAR FDS | $22.1M | 286,869 | 0.43% | — |
| PG | PROCTER & GAMBLE CO | $21.7M | 150,060 | 0.42% | — |
| EXMOC | EXXON MOBIL CORP | $21.3M | 125,433 | 0.42% | — |
| MRSH | MARSH & MCLENNAN COS INC | $21.1M | 121,874 | 0.41% | — |
| LIN | LINDE PLC | $20.7M | 41,766 | 0.41% | — |
| WCN | WASTE CONNECTIONS INC | $17.2M | 105,864 | 0.34% | — |
| ABBV | ABBVIE INC | $16.2M | 74,702 | 0.32% | — |
| IWF | ISHARES TR | $16.2M | 38,072 | 0.32% | — |
| PWR | QUANTA SVCS INC | $16.2M | 29,467 | 0.32% | — |
| GLD | SPDR GOLD TR | $15.9M | 37,066 | 0.31% | — |
| PEP | PEPSICO INC | $15.9M | 102,100 | 0.31% | — |
| KO | COCA COLA CO | $15.2M | 199,716 | 0.30% | — |
| SGOL | ETFS GOLD TR | $15.1M | 337,644 | 0.29% | — |
| MSCI | MSCI INC | $14.4M | 26,739 | 0.28% | — |
| QQQ | INVESCO QQQ TR | $14.3M | 24,791 | 0.28% | — |
| AXP | AMERICAN EXPRESS CO | $14.3M | 47,270 | 0.28% | — |
| BKNG | BOOKING HOLDINGS INC | $14.2M | 3,368 | 0.28% | — |
| MGC | VANGUARD WORLD FD | $13.7M | 58,067 | 0.27% | — |
| VT | VANGUARD INTL EQUITY INDEX F | $13.7M | 98,733 | 0.27% | — |
| CNI | CANADIAN NATL RY CO | $13.1M | 127,054 | 0.26% | — |
| CATH | GLOBAL X FDS | $12.8M | 163,918 | 0.25% | — |
| PGR | PROGRESSIVE CORP | $12.7M | 64,118 | 0.25% | — |
| MRK | MERCK & CO INC | $12.3M | 102,005 | 0.24% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $11.5M | 16 | 0.22% | — |
| ADBE | ADOBE INC | $11.2M | 46,217 | 0.22% | — |
| UBER | UBER TECHNOLOGIES INC | $11.0M | 152,261 | 0.21% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $10.6M | 49,254 | 0.21% | — |
| NFLX | NETFLIX INC. | $10.2M | 106,431 | 0.20% | — |
| EMR | EMERSON ELEC CO | $10.0M | 76,652 | 0.20% | — |
| IJH | ISHARES TR | $9.9M | 146,610 | 0.19% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $9.5M | 46,899 | 0.19% | — |
| COST | COSTCO WHOLESALE CORPORATION | $9.5M | 9,556 | 0.19% | — |
| VMC | VULCAN MATLS CO | $9.0M | 33,102 | 0.18% | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $8.8M | 231,940 | 0.17% | — |
| AMAT | APPLIED MATLS INC | $8.7M | 25,477 | 0.17% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $8.3M | 43,206 | 0.16% | — |
| DHR | DANAHER CORP DEL | $8.2M | 43,016 | 0.16% | — |
| CSCO | CISCO SYS INC | $8.1M | 103,864 | 0.16% | — |
| ECL | ECOLAB INC | $7.9M | 29,519 | 0.15% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $7.8M | 98,845 | 0.15% | — |
| EW | EDWARDS LIFESCIENCES CORP | $7.8M | 97,061 | 0.15% | — |
| DIS | DISNEY WALT CO | $7.7M | 80,358 | 0.15% | — |
| IGV | ISHARES TR | $7.7M | 96,468 | 0.15% | — |
| CEFA | GLOBAL X FDS | $7.5M | 203,136 | 0.15% | — |
| COP | CONOCOPHILLIPS | $7.0M | 52,908 | 0.14% | — |
| MCD | MCDONALDS CORP | $6.9M | 22,289 | 0.14% | — |
| RTX | RTX CORPORATION | $6.8M | 35,044 | 0.13% | — |
| CAT | CATERPILLAR INC | $6.7M | 9,446 | 0.13% | — |
| BILS | SPDR SERIES TRUST | $6.7M | 67,021 | 0.13% | — |
| USMV | ISHARES TR | $6.1M | 65,915 | 0.12% | — |
| CVX | CHEVRON CORPORATION | $6.0M | 29,120 | 0.12% | — |
| GE | GE AEROSPACE | $6.0M | 21,215 | 0.12% | — |
| ACWV | ISHARES INC | $5.9M | 49,288 | 0.12% | — |
| NEM | NEWMONT CORP | $5.8M | 53,905 | 0.11% | — |
| AMP | AMERIPRISE FINL INC | $5.8M | 13,001 | 0.11% | — |
| EFA | ISHARES TR | $5.2M | 53,681 | 0.10% | — |
| AMGN | AMGEN INC | $5.1M | 14,455 | 0.10% | — |
| VUG | VANGUARD INDEX FDS | $5.1M | 11,590 | 0.10% | — |
| SPGI | S&P GLOBAL INC | $5.0M | 11,842 | 0.10% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.0M | 10,207 | 0.10% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $4.9M | 20,136 | 0.10% | — |
| IAU | ISHARES GOLD TR | $4.7M | 53,409 | 0.09% | — |
| XLV | SELECT SECTOR SPDR TR | $4.7M | 32,107 | 0.09% | — |
| TSLA | TESLA INC | $4.7M | 12,591 | 0.09% | — |
| NVS | NOVARTIS AG | $4.7M | 30,492 | 0.09% | — |
| GEV | GE VERNOVA INC | $4.6M | 5,240 | 0.09% | — |
| IEFA | ISHARES TR | $4.6M | 50,291 | 0.09% | — |
| ORCL | ORACLE CORP | $4.5M | 30,332 | 0.09% | — |
| CB | CHUBB LTD SWITZ | $4.5M | 13,681 | 0.09% | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $4.1M | 13,450 | 0.08% | — |
| PFE | PFIZER INC | $4.0M | 144,007 | 0.08% | — |
| ADI | ANALOG DEVICES INC | $4.0M | 12,675 | 0.08% | — |
| UNP | UNION PAC CORP | $4.0M | 16,347 | 0.08% | — |
| NEE | NEXTERA ENERGY INC | $4.0M | 42,699 | 0.08% | — |
| ATR | APTARGROUP INC | $3.9M | 30,753 | 0.08% | — |
| MS | MORGAN STANLEY | $3.9M | 23,523 | 0.08% | — |
| AFL | AFLAC INC | $3.9M | 35,272 | 0.08% | — |
| XLI | SELECT SECTOR SPDR TR | $3.9M | 23,890 | 0.08% | — |
| VYM | VANGUARD WHITEHALL FDS | $3.8M | 25,524 | 0.07% | — |
| LOW | LOWES COS INC | $3.8M | 15,956 | 0.07% | — |
| ALC | ALCON AG | $3.7M | 49,519 | 0.07% | — |
| SYK | STRYKER CORPORATION | $3.7M | 11,350 | 0.07% | — |
| BAC | BANK AMERICA CORP | $3.6M | 74,459 | 0.07% | — |
| MMM | 3M CO | $3.6M | 24,915 | 0.07% | — |
| ITOT | ISHARES TR | $3.6M | 25,243 | 0.07% | — |
| GIS | GENERAL MILLS INC | $3.5M | 94,316 | 0.07% | — |
| DE | DEERE & CO | $3.4M | 6,082 | 0.07% | — |
| GS | GOLDMAN SACHS GROUP INC | $3.3M | 3,883 | 0.06% | — |
| VBR | VANGUARD INDEX FDS | $3.3M | 15,074 | 0.06% | — |
| INTC | INTEL CORP | $3.2M | 73,250 | 0.06% | — |
| TYL | TYLER TECHNOLOGIES INC | $3.2M | 9,384 | 0.06% | — |
| WFC | WELLS FARGO & CO | $3.2M | 40,318 | 0.06% | — |
| SCHW | SCHWAB CHARLES CORP | $3.2M | 34,069 | 0.06% | — |
| BP | BP PLC | $3.2M | 67,697 | 0.06% | — |
| SCHD | SCHWAB STRATEGIC TR | $3.2M | 103,014 | 0.06% | — |
| MPC | MARATHON PETE CORP | $3.1M | 12,870 | 0.06% | — |
| SUB | ISHARES TR | $3.1M | 28,825 | 0.06% | — |
| ITW | ILLINOIS TOOL WKS INC | $3.0M | 11,528 | 0.06% | — |
| IVW | ISHARES TR | $3.0M | 26,438 | 0.06% | — |
| EOG | EOG RES INC | $2.8M | 19,587 | 0.06% | — |
| VB | VANGUARD INDEX FDS | $2.8M | 10,744 | 0.06% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.8M | 46,150 | 0.05% | — |
| VHT | VANGUARD WORLD FD | $2.7M | 10,018 | 0.05% | — |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2.7M | 13,648 | 0.05% | — |
| TRV | TRAVELERS COMPANIES INC | $2.6M | 9,066 | 0.05% | — |
| SGOV | ISHARES TR | $2.6M | 26,069 | 0.05% | — |
| VXF | VANGUARD INDEX FDS | $2.6M | 12,703 | 0.05% | — |
| PANW | PALO ALTO NETWORKS INC | $2.6M | 16,235 | 0.05% | — |
| IBB | ISHARES TR | $2.6M | 15,352 | 0.05% | — |
| CTVA | CORTEVA INC | $2.6M | 30,895 | 0.05% | — |
| LRCX | LAM RESEARCH CORP | $2.6M | 12,088 | 0.05% | — |
| MDT | MEDTRONIC PLC | $2.6M | 29,794 | 0.05% | — |
| GLDM | WORLD GOLD TR | $2.6M | 27,598 | 0.05% | — |
| WMB | WILLIAMS COS INC | $2.5M | 34,914 | 0.05% | — |
| HONGBP | HONEYWELL INTL INC | $2.5M | 11,198 | 0.05% | — |
| IAUM | ISHARES GOLD TR | $2.5M | 53,698 | 0.05% | — |
| ILMN | ILLUMINA INC | $2.4M | 19,401 | 0.05% | — |
| BLK | BLACKROCK INC | $2.3M | 2,440 | 0.05% | — |
| FTNT | FORTINET INC | $2.3M | 28,679 | 0.05% | — |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2.3M | 37,282 | 0.04% | — |
This table is the 150 largest positions by value, out of 438 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Choate Investment Advisors (CIK 1399794, accession 0001398344-26-009072). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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