Choate Investment Advisors

Est. AUM

$5.11B

13F long equity, this entity only

Positions

438

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$1.68B	2576994	32.94%	SOLE
2	ISHARES TR	INTRM GOV CR ETF	$235.2M	2205187	4.60%	SOLE
3	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$233.2M	3104806	4.56%	SOLE
4	ISHARES INC	CORE MSCI EMKT	$196.7M	2819485	3.85%	SOLE
5	HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$168.0M	6094109	3.29%	SOLE
6	APPLE INC	COM	$158.4M	624254	3.10%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$126.1M	2377793	2.47%	SOLE
8	MICROSOFT CORP	COM	$120.2M	324686	2.35%	SOLE
9	NVIDIA CORPORATION	COM	$111.9M	641725	2.19%	SOLE
10	AMAZON COM INC	COM	$98.6M	473418	1.93%	SOLE
11	ALPHABET INC	CAP STK CL A	$85.5M	297195	1.67%	SOLE
12	ISHARES TR	NATIONAL MUN ETF	$76.2M	717755	1.49%	SOLE
13	ALPHABET INC	CAP STK CL C	$62.9M	219400	1.23%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$60.0M	92230	1.17%	SOLE
15	VANGUARD INDEX FDS	TOTAL STK MKT	$54.5M	169996	1.07%	SOLE
16	WALMART INC	COM	$51.7M	416008	1.01%	SOLE
17	JPMORGAN CHASE & CO	COM	$47.3M	160833	0.93%	SOLE
18	ELI LILLY & CO	COM	$46.7M	50788	0.91%	SOLE
19	JOHNSON & JOHNSON	COM	$45.8M	187559	0.90%	SOLE
20	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$45.1M	133480	0.88%	SOLE
21	HOME DEPOT INC	COM	$43.4M	131885	0.85%	SOLE
22	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$39.9M	622729	0.78%	SOLE
23	TJX COS INC NEW	COM	$39.8M	249032	0.78%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$32.4M	67648	0.63%	SOLE
25	VISA INC	COM CL A	$31.9M	105625	0.62%	SOLE
26	ABBOTT LABORATORIES	COM	$31.2M	304222	0.61%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$27.2M	45552	0.53%	SOLE
28	MASTERCARD INCORPORATED	CL A	$27.2M	54414	0.53%	SOLE
29	META PLATFORMS INC	CL A	$26.5M	46325	0.52%	SOLE
30	BROADCOM INC	COM	$22.8M	73585	0.45%	SOLE
31	VANGUARD STAR FDS	VG TL INTL STK F	$22.1M	286869	0.43%	SOLE
32	PROCTER & GAMBLE CO	COM	$21.7M	150060	0.42%	SOLE
33	EXXON MOBIL CORP	COM	$21.3M	125433	0.42%	SOLE
34	MARSH & MCLENNAN COS INC	COM	$21.1M	121874	0.41%	SOLE
35	LINDE PLC	SHS	$20.7M	41766	0.41%	SOLE
36	WASTE CONNECTIONS INC	COM	$17.2M	105864	0.34%	SOLE
37	ABBVIE INC	COM	$16.2M	74702	0.32%	SOLE
38	ISHARES TR	RUS 1000 GRW ETF	$16.2M	38072	0.32%	SOLE
39	QUANTA SVCS INC	COM	$16.2M	29467	0.32%	SOLE
40	SPDR GOLD TR	GOLD SHS	$15.9M	37066	0.31%	SOLE
41	PEPSICO INC	COM	$15.9M	102100	0.31%	SOLE
42	COCA COLA CO	COM	$15.2M	199716	0.30%	SOLE
43	ETFS GOLD TR	PHYSCL GOLD SHS	$15.1M	337644	0.29%	SOLE
44	MSCI INC	COM	$14.4M	26739	0.28%	SOLE
45	INVESCO QQQ TR	UNIT SER 1	$14.3M	24791	0.28%	SOLE
46	AMERICAN EXPRESS CO	COM	$14.3M	47270	0.28%	SOLE
47	BOOKING HOLDINGS INC	COM	$14.2M	3368	0.28%	SOLE
48	VANGUARD WORLD FD	MEGA CAP INDEX	$13.7M	58067	0.27%	SOLE
49	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$13.7M	98733	0.27%	SOLE
50	CANADIAN NATL RY CO	COM	$13.1M	127054	0.26%	SOLE

1–50 of 438

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.