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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
CL icon
176
Colgate-Palmolive
CL
$72.3B
$2.05M 0.04%
22,311
-341
-2% -$29.8K
CI icon
177
Cigna
CI
$73.7B
$2M 0.04%
7,247
+14
+0.2% +$3.96K
XBI icon
178
State Street SPDR S&P Biotech ETF
XBI
$11.3B
$1.98M 0.03%
12,502
+31
+0.2% +$4.19K
ETN icon
179
Eaton
ETN
$156B
$1.96M 0.03%
4,606
-253
-5% -$102K
NTRS icon
180
Northern Trust
NTRS
$34.2B
$1.96M 0.03%
11,261
– –
MTD icon
181
Mettler-Toledo International
MTD
$28B
$1.93M 0.03%
1,507
-77
-5% -$92.8K
VRTX icon
182
Vertex Pharmaceuticals
VRTX
$137B
$1.92M 0.03%
3,862
-75
-2% -$33.2K
ALL icon
183
Allstate
ALL
$65.9B
$1.9M 0.03%
7,972
-8
-0.1% -$1.74K
XLK icon
184
State Street Technology Select Sector SPDR ETF
XLK
$121B
$1.87M 0.03%
9,829
+123
+1% +$21K
GLW icon
185
Corning
GLW
$128B
$1.8M 0.03%
7,053
+3
+0% +$546
ALC icon
186
Alcon
ALC
$34.8B
$1.76M 0.03%
26,261
-23,258
-47% -$1.63M
IWM icon
187
iShares Russell 2000 ETF
IWM
$80.8B
$1.74M 0.03%
5,796
-237
-4% -$66.6K
IWR icon
188
iShares Russell Mid-Cap ETF
IWR
$57.1B
$1.74M 0.03%
15,741
-429
-3% -$45.1K
SLB icon
189
SLB Ltd
SLB
$85.1B
$1.7M 0.03%
36,667
-31
-0.1% -$1.66K
IFF icon
190
International Flavors & Fragrances
IFF
$22.4B
$1.69M 0.03%
21,362
-5,250
-20% -$391K
MCK icon
191
McKesson
MCK
$104B
$1.68M 0.03%
2,226
-77
-3% -$61K
VV icon
192
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$1.68M 0.03%
4,883
– –
UPS icon
193
United Parcel Service
UPS
$89.6B
$1.65M 0.03%
15,367
-4,197
-21% -$436K
VWO icon
194
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$1.63M 0.03%
27,255
-144
-0.5% -$8.46K
DD icon
195
DuPont de Nemours
DD
$18.5B
$1.6M 0.03%
11,807
-20
-0.2% -$2.84K
VOE icon
196
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$1.6M 0.03%
8,087
– –
VNQ icon
197
Vanguard Real Estate ETF
VNQ
$38.6B
$1.59M 0.03%
16,519
– –
MGK icon
198
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$1.58M 0.03%
17,988
-2
-0% -$171
SYY icon
199
Sysco
SYY
$39.3B
$1.51M 0.03%
18,119
-6
-0% -$454
SEB icon
200
Seaboard Corp
SEB
$3.75B
$1.51M 0.03%
339
-22
-6% -$115K
6 7
8
9 10

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JCM
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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.