EdgeMarket › What Choate Investment Advisors reported owning
What Choate Investment Advisors reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.1BPositions
438Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 1.7B | 32.9% | 2.6M | 769.31 | +20.0% |
| GVI iShares Intermediate Government/Credit Bond ET | 235.2M | 4.6% | 2.2M | 105.29 | -1.4% |
| VEU Vanguard FTSE All World Ex US ETF | 233.2M | 4.6% | 3.1M | 85.69 | +23.3% |
| IEMG iShares Core MSCI Emerging Markets ETF | 196.7M | 3.8% | 2.8M | 81.57 | +31.9% |
| OAKM Oakmark U.S. Large Cap ETF | 168.0M | 3.3% | 6.1M | 31.58 | +21.1% |
| AAPL Apple Inc. | 158.4M | 3.1% | 624.3K | 309.35 | +36.9% |
| SPYX State Street SPDR S&P 500 Fossil Fuel Reserves | 126.1M | 2.5% | 2.4M | 62.71 | +19.3% |
| MSFT MICROSOFT CORP | 120.2M | 2.4% | 324.7K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 111.9M | 2.2% | 641.7K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 98.6M | 1.9% | 473.4K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 85.5M | 1.7% | 297.2K | 344.82 | +73.0% |
| MUB iShares National Muni Bond ETF | 76.2M | 1.5% | 717.8K | 105.34 | +1.2% |
| GOOG Alphabet Inc. | 62.9M | 1.2% | 219.4K | 341.75 | +70.7% |
| SPY SPDR S&P 500 ETF TRUST | 60.0M | 1.2% | 92.2K | 765.72 | +20.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 54.5M | 1.1% | 170.0K | 378.24 | +20.5% |
| WMT Walmart Inc. | 51.7M | 1.0% | 416.0K | 103.70 | +1.1% |
| JPM JPMORGAN CHASE & CO | 47.3M | 0.9% | 160.8K | 351.58 | +20.3% |
| LLY ELI LILLY & Co | 46.7M | 0.9% | 50.8K | 1,255.40 | +78.0% |
| JNJ JOHNSON & JOHNSON | 45.8M | 0.9% | 187.6K | 270.24 | +51.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 45.1M | 0.9% | 133.5K | 418.95 | +83.3% |
| HD HOME DEPOT, INC. | 43.4M | 0.8% | 131.9K | 335.61 | -16.5% |
| VEA Vanguard FTSE Developed Markets ETF | 39.9M | 0.8% | 622.7K | 73.42 | +24.7% |
| TJX TJX COMPANIES INC /DE/ | 39.8M | 0.8% | 249.0K | 140.53 | +1.6% |
| unmapped CUSIP 084670702 | 32.4M | 0.6% | 67.6K | — | — |
| V VISA INC. | 31.9M | 0.6% | 105.6K | 371.04 | +7.9% |
| ABT ABBOTT LABORATORIES | 31.2M | 0.6% | 304.2K | 116.64 | -11.9% |
| VOO Vanguard S&P 500 ETF | 27.2M | 0.5% | 45.6K | 703.71 | +20.0% |
| MA Mastercard Inc | 27.2M | 0.5% | 54.4K | 580.63 | -2.0% |
| META Meta Platforms, Inc. | 26.5M | 0.5% | 46.3K | 549.90 | -26.5% |
| AVGO Broadcom Inc. | 22.8M | 0.4% | 73.6K | 368.45 | +26.5% |
| VXUS Vanguard Total International Stock ETF | 22.1M | 0.4% | 286.9K | 87.71 | +22.7% |
| PG PROCTER & GAMBLE Co | 21.7M | 0.4% | 150.1K | 144.68 | -9.3% |
| XOM ExxonMobil Holdings Corp | 21.3M | 0.4% | 125.4K | 165.11 | +52.1% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 21.1M | 0.4% | 121.9K | 192.01 | -9.1% |
| LIN LINDE PLC | 20.7M | 0.4% | 41.8K | 487.57 | +1.1% |
| WCN Waste Connections, Inc. | 17.2M | 0.3% | 105.9K | 169.40 | -8.8% |
| ABBV AbbVie Inc. | 16.2M | 0.3% | 74.7K | 264.96 | +26.7% |
| IWF iShares Russell 1000 Growth Fund | 16.2M | 0.3% | 38.1K | 122.39 | +11.2% |
| PWR QUANTA SERVICES, INC. | 16.2M | 0.3% | 29.5K | 639.34 | +70.1% |
| GLD SPDR GOLD TRUST | 15.9M | 0.3% | 37.1K | 423.36 | +37.3% |
| PEP PEPSICO INC | 15.9M | 0.3% | 102.1K | 143.48 | -4.8% |
| KO COCA COLA CO | 15.2M | 0.3% | 199.7K | 91.10 | +28.9% |
| SGOL abrdn Gold ETF Trust | 15.1M | 0.3% | 337.6K | 43.96 | +37.6% |
| MSCI MSCI Inc. | 14.4M | 0.3% | 26.7K | 563.49 | -1.9% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 14.3M | 0.3% | 24.8K | 713.44 | +26.1% |
| AXP AMERICAN EXPRESS CO | 14.3M | 0.3% | 47.3K | 336.00 | +8.9% |
| BKNG Booking Holdings Inc. | 14.2M | 0.3% | 3.4K | 209.62 | -7.1% |
| MGC Vanguard Morningstar Mega Cap ETF | 13.7M | 0.3% | 58.1K | 280.14 | +20.5% |
| VT Vanguard Total World Stock Index ETF | 13.7M | 0.3% | 98.7K | 160.77 | +21.2% |
| CNI CANADIAN NATIONAL RAILWAY CO | 13.1M | 0.3% | 127.1K | 129.84 | +38.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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