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Choate Investment Advisors Portfolio holdings

AUM $5.69B
1-Year Est. Return 22.16%
This Fund
S&P 500
This Quarter Est. Return
+13.5%
1 Year Est. Return
+22.16%
3 Year Est. Return
+70.03%
5 Year Est. Return
+82.28%
10 Year Est. Return
+237.31%
AUM
$5.69B
AUM Growth
+$580M
Cap. Flow
-$9.05M
Cap. Flow %
-0.16%
Top 10 Hldgs %
61.86%
Holding
486
New
48
Increased
100
Reduced
202
Closed
14

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$16.8M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$11.3M
3
VRSK icon
Verisk Analytics
VRSK
+$7.88M
4
XOM icon
ExxonMobil
XOM
+$6.59M
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$6.21M

Top Sells

Rank Stock Value
1
MUB icon
iShares National Muni Bond ETF
MUB
+$18.2M
2
OAKM
Oakmark U.S. Large Cap ETF
OAKM
+$7.71M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.74M
4
ABT icon
Abbott
ABT
+$6.37M
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$5.9M

Sector Composition

Rank Sector Weight
1 Miscellaneous 63.83%
2 Technology 11.81%
3 Financials 5.17%
4 Consumer Discretionary 4.18%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTIS icon
376
Otis Worldwide
OTIS
$26.4B
$351K 0.01%
4,905
-507
-9% -$37.9K
SJNK icon
377
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.71B
$347K 0.01%
13,880
– –
XYL icon
378
Xylem
XYL
$25B
$347K 0.01%
2,938
-125
-4% -$14.4K
SMFG icon
379
Sumitomo Mitsui Financial
SMFG
$166B
$345K 0.01%
14,642
– –
SAP icon
380
SAP
SAP
$246B
$344K 0.01%
2,230
+139
+7% +$23.7K
BKLN icon
381
Invesco Senior Loan ETF
BKLN
$6.78B
$342K 0.01%
16,810
– –
DUK icon
382
Duke Energy
DUK
$91.8B
$334K 0.01%
2,638
-127
-5% -$16K
XLE icon
383
State Street Energy Select Sector SPDR ETF
XLE
$42B
$323K 0.01%
6,079
– –
EXR icon
384
Extra Space Storage
EXR
$28.8B
$323K 0.01%
2,220
– –
QQQM icon
385
Invesco NASDAQ 100 ETF
QQQM
$103B
$322K 0.01%
+1,064
New +$301K
GWW icon
386
W.W. Grainger
GWW
$59.3B
$317K 0.01%
233
– –
MUSA icon
387
Murphy USA
MUSA
$9.43B
$316K 0.01%
586
– –
WY icon
388
Weyerhaeuser
WY
$15.7B
$315K 0.01%
13,139
-13,001
-50% -$316K
GPC icon
389
Genuine Parts
GPC
$18B
$313K 0.01%
2,654
-918
-26% -$95.8K
SO icon
390
Southern Company
SO
$99.2B
$311K 0.01%
3,251
– –
TD icon
391
Toronto Dominion Bank
TD
$198B
$311K 0.01%
2,558
– –
CF icon
392
CF Industries
CF
$20B
$307K 0.01%
2,832
+4
+0.1% +$471
CME icon
393
CME Group
CME
$98B
$306K 0.01%
1,387
-63
-4% -$17.4K
HBAN icon
394
Huntington Bancshares
HBAN
$32B
$305K 0.01%
17,175
– –
BIP icon
395
Brookfield Infrastructure Partners
BIP
$16.4B
$304K 0.01%
8,325
– –
DRI icon
396
Darden Restaurants
DRI
$23.6B
$303K 0.01%
1,472
-267
-15% -$53.5K
AMCR icon
397
Amcor
AMCR
$19.4B
$301K 0.01%
6,941
+10
+0.1% +$397
MET icon
398
MetLife
MET
$61.8B
$299K 0.01%
3,536
-150
-4% -$12.1K
ADSK icon
399
Autodesk
ADSK
$46B
$296K 0.01%
1,524
-1,335
-47% -$305K
TM icon
400
Toyota
TM
$228B
$294K 0.01%
1,745
-4
-0.2% -$758
14 15
16
17 18

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BPWM
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Choate Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Choate Investment Advisors held 486 positions worth $5.69B, up 11% from $5.11B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Choate Investment Advisors's Q2 2026 filing shows 48 new, 100 increased, 202 reduced and 14 closed positions. Its largest new stake was Verisk Analytics: 44,770 shares worth $8.04M. The largest sale was iShares National Muni Bond ETF, an estimated $18.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 64% of assets, up from 63% a quarter earlier, followed by Technology and Financials.

  • Choate Investment Advisors's largest Q2 2026 buy was Verisk Analytics: 44,770 shares worth $8.04M.
  • Choate Investment Advisors added most to iShares Core MSCI Emerging Markets ETF in Q2 2026, an estimated $16.8M increase.
  • Choate Investment Advisors's biggest Q2 2026 reduction was iShares National Muni Bond ETF, cutting an estimated $18.2M.
  • Choate Investment Advisors fully exited Hologic in Q2 2026, selling an estimated $725K.
  • Choate Investment Advisors's ten largest holdings make up 62% of its $5.69B portfolio in Q2 2026.
  • Choate Investment Advisors opened 48 new positions and closed 14 in Q2 2026.
  • Choate Investment Advisors's portfolio value rose 11% quarter-over-quarter to $5.69B.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.