Holders — by stockHoldings — by fund
Choate Investment Advisors
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001399794
$5.69B
disclosed book value
472
positions
33.8%
largest position share
Positions, as of 2026-06-30
top 100 of 472 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 2.6M | $1.92B | 33.8% |
| 2 | VEUVANGUARD INTL EQUITY INDEX F | 3.2M | $271.6M | 4.8% |
| 3 | IEMGISHARES INC | 3.0M | $251.0M | 4.4% |
| 4 | GVIISHARES TR | 2.3M | $239.8M | 4.2% |
| 5 | AAPLAPPLE INC | 605,835 | $175.3M | 3.1% |
| 6 | OAKMHARRIS OAKMARK ETF TRUST | 5.8M | $163.9M | 2.9% |
| 7 | SPYXSPDR SERIES TRUST | 2.3M | $139.2M | 2.4% |
| 8 | NVDANVIDIA CORPORATION | 631,150 | $126.3M | 2.2% |
| 9 | MSFTMICROSOFT CORP | 319,518 | $119.2M | 2.1% |
| 10 | AMZNAMAZON COM INC | 464,512 | $110.7M | 1.9% |
| 11 | GOOGLALPHABET INC | 290,662 | $103.9M | 1.8% |
| 12 | GOOGALPHABET INC | 213,613 | $75.5M | 1.3% |
| 13 | SPYSTATE STR SPDR S&P 500 ETF T | 94,139 | $70.3M | 1.2% |
| 14 | VTIVANGUARD INDEX FDS | 187,376 | $69.3M | 1.2% |
| 15 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 135,313 | $64.6M | 1.1% |
| 16 | LLYELI LILLY & CO | 50,791 | $60.9M | 1.1% |
| 17 | MUBISHARES TR | 547,382 | $58.9M | 1% |
| 18 | JPMJPMORGAN CHASE & CO | 159,923 | $52.3M | 0.9% |
| 19 | JNJJOHNSON & JOHNSON | 184,823 | $46.9M | 0.8% |
| 20 | WMTWALMART INC | 409,349 | $46.4M | 0.8% |
| 21 | VEAVANGUARD TAX-MANAGED FDS | 647,439 | $46.1M | 0.8% |
| 22 | HDHOME DEPOT INC | 124,683 | $44.0M | 0.8% |
| 23 | TJXTJX COS INC NEW | 244,317 | $37.0M | 0.7% |
| 24 | VVISA INC | 102,208 | $35.1M | 0.6% |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 67,929 | $34.0M | 0.6% |
| 26 | AVGOBROADCOM INC | 82,004 | $31.0M | 0.5% |
| 27 | VOOVANGUARD INDEX FDS | 44,351 | $30.5M | 0.5% |
| 28 | MAMASTERCARD INCORPORATED | 54,084 | $27.8M | 0.5% |
| 29 | VXUSVANGUARD STAR FDS | 286,869 | $24.5M | 0.4% |
| 30 | METAMETA PLATFORMS INC | 42,598 | $24.0M | 0.4% |
| 31 | EXMOCEXXON MOBIL CORP | 169,482 | $23.2M | 0.4% |
| 32 | LINDE PLC | 42,924 | $22.3M | 0.4% |
| 33 | ABTABBOTT LABORATORIES | 234,440 | $21.3M | 0.4% |
| 34 | PWRQUANTA SVCS INC | 29,378 | $21.2M | 0.4% |
| 35 | QQQINVESCO QQQ TR | 27,760 | $20.4M | 0.4% |
| 36 | MRSHMARSH & MCLENNAN COS INC | 121,874 | $20.3M | 0.4% |
| 37 | PGPROCTER & GAMBLE CO | 130,732 | $19.2M | 0.3% |
| 38 | IWFISHARES TR | 153,044 | $19.0M | 0.3% |
| 39 | CATHGLOBAL X FDS | 207,035 | $18.3M | 0.3% |
| 40 | ABBVABBVIE INC | 71,634 | $18.0M | 0.3% |
| 41 | WCNWASTE CONNECTIONS INC | 104,059 | $17.3M | 0.3% |
| 42 | VTVANGUARD INTL EQUITY INDEX F | 105,217 | $16.5M | 0.3% |
| 43 | KOCOCA COLA CO | 200,743 | $16.3M | 0.3% |
| 44 | AMATAPPLIED MATLS INC | 22,451 | $16.2M | 0.3% |
| 45 | MGCVANGUARD WORLD FD | 58,067 | $15.9M | 0.3% |
| 46 | AXPAMERICAN EXPRESS CO | 46,033 | $15.6M | 0.3% |
| 47 | GLDSPDR GOLD TR | 41,746 | $15.4M | 0.3% |
| 48 | MSCIMSCI INC | 26,781 | $15.0M | 0.3% |
| 49 | BKNGBOOKING HOLDINGS INC | 82,770 | $14.8M | 0.3% |
| 50 | PGRPROGRESSIVE CORP | 64,822 | $14.2M | 0.2% |
| 51 | PEPPEPSICO INC | 97,704 | $13.2M | 0.2% |
| 52 | SGOLETFS GOLD TR | 333,575 | $12.8M | 0.2% |
| 53 | CNICANADIAN NATL RY CO | 102,964 | $12.3M | 0.2% |
| 54 | UBERUBER TECHNOLOGIES INC | 168,971 | $12.2M | 0.2% |
| 55 | MRKMERCK & CO INC | 94,736 | $12.2M | 0.2% |
| 56 | BRK/ABERKSHIRE HATHAWAY INC DEL | 16 | $12.0M | 0.2% |
| 57 | CSCOCISCO SYS INC | 100,541 | $11.8M | 0.2% |
| 58 | CEFAGLOBAL X FDS | 275,628 | $10.9M | 0.2% |
| 59 | IJHISHARES TR | 136,239 | $10.5M | 0.2% |
| 60 | NFLXNETFLIX INC. | 144,421 | $10.3M | 0.2% |
| 61 | INTCINTEL CORP | 73,659 | $10.3M | 0.2% |
| 62 | VIGVANGUARD SPECIALIZED FUNDS | 43,319 | $10.3M | 0.2% |
| 63 | VMCVULCAN MATLS CO | 34,624 | $10.2M | 0.2% |
| 64 | EMREMERSON ELEC CO | 71,220 | $10.2M | 0.2% |
| 65 | CATCATERPILLAR INC | 9,496 | $10.1M | 0.2% |
| 66 | ADPAUTOMATIC DATA PROCESSING IN | 44,441 | $10.0M | 0.2% |
| 67 | IGVISHARES TR | 106,071 | $9.6M | 0.2% |
| 68 | MUMICRON TECHNOLOGY INC | 8,232 | $9.5M | 0.2% |
| 69 | COSTCOSTCO WHOLESALE CORPORATION | 9,207 | $8.6M | 0.2% |
| 70 | EPDENTERPRISE PRODS PARTNERS L | 229,260 | $8.4M | 0.1% |
| 71 | RSPINVESCO EXCHANGE TRADED FD T | 38,971 | $8.3M | 0.1% |
| 72 | ADBEADOBE INC | 39,678 | $8.1M | 0.1% |
| 73 | VRSKVERISK ANALYTICS INC | 44,770 | $8.0M | 0.1% |
| 74 | GEGE AEROSPACE | 20,910 | $7.8M | 0.1% |
| 75 | DHRDANAHER CORP DEL | 40,758 | $7.8M | 0.1% |
| 76 | EWEDWARDS LIFESCIENCES CORP | 81,098 | $7.3M | 0.1% |
| 77 | DISDISNEY WALT CO | 73,090 | $7.0M | 0.1% |
| 78 | ECLECOLAB INC | 24,990 | $7.0M | 0.1% |
| 79 | RTXRTX CORPORATION | 34,952 | $6.6M | 0.1% |
| 80 | GEVGE VERNOVA INC | 5,548 | $6.5M | 0.1% |
| 81 | USMVISHARES TR | 65,374 | $6.3M | 0.1% |
| 82 | VUGVANGUARD INDEX FDS | 69,079 | $6.0M | 0.1% |
| 83 | ACWVISHARES INC | 49,288 | $5.9M | 0.1% |
| 84 | IBMINTERNATIONAL BUSINESS MACHS | 20,673 | $5.8M | 0.1% |
| 85 | MCDMCDONALDS CORP | 20,733 | $5.6M | 0.1% |
| 86 | PANWPALO ALTO NETWORKS INC | 16,285 | $5.6M | 0.1% |
| 87 | BILSSPDR SERIES TRUST | 55,232 | $5.5M | 0.1% |
| 88 | COPCONOCOPHILLIPS | 52,226 | $5.4M | 0.1% |
| 89 | TSLATESLA INC | 12,880 | $5.4M | 0.1% |
| 90 | AMPAMERIPRISE FINL INC | 11,540 | $5.3M | 0.1% |
| 91 | LRCXLAM RESEARCH CORP | 12,144 | $5.3M | 0.1% |
| 92 | EFAISHARES TR | 50,224 | $5.2M | 0.1% |
| 93 | ADIANALOG DEVICES INC | 12,578 | $5.0M | 0.1% |
| 94 | NEMNEWMONT CORP | 52,742 | $4.9M | 0.1% |
| 95 | IEFAISHARES TR | 50,878 | $4.9M | 0.1% |
| 96 | CVXCHEVRON CORPORATION | 29,366 | $4.9M | 0.1% |
| 97 | TMOTHERMO FISHER SCIENTIFIC INC | 9,506 | $4.8M | 0.1% |
| 98 | MINVMATTHEWS ASIA FDS | 81,742 | $4.7M | 0.1% |
| 99 | CHUBB LIMITED | 13,681 | $4.7M | 0.1% |
| 100 | NVSNOVARTIS AG | 29,237 | $4.6M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.