CI

Choate Investment Advisors

Momentum followerLong-term holder

Total reported value

$5.1B

Reporting period: 2026-03-31 · Number of holdings: 438

Choate Investment Advisors disclosed 438 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $5.1B and a quarterly turnover rate of 14.2%.

Personality snowflake

Concentration
48.15
Portfolio Stability
14.19
Momentum/Contrarian
100
Sector conviction
48.55
Diversification
100
Sizing Uniformity
28

Recent moves

  • Add IEMG

    +7363.1%　$194.1M

  • Trim OAKM

    -32.5%　-$88.0M

  • Trim MUB

    -38.4%　-$48.6M

  • Trim MSFT

    -0.2%　-$37.2M

  • Add VEU

    +4.3%　$14.2M

  • Trim AAPL

    +0.1%　-$11.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth32.94%+0.10%+5.48%
2GVIIshares Intermediate GovernmETF-Other4.60%+0.18%+5.13%
3VEUVanguard Ftse All-world Ex-uETF-Other4.56%+0.26%+4.32%
4IEMGIshares Core Msci EmergingETF-Emerging Markets3.85%+3.80%+7363.10%
5OAKMOakmark US Large Cap ETFETF-Large Cap & Growth3.29%-1.73%-32.48%
6AAPLApple INCStock-Tech3.10%-0.23%+0.14%
7SPYXSs Spdr S&p 500 Foss Fl ETFETF-Large Cap & Growth2.47%-0.16%-0.15%
8MSFTMicrosoft CORPStock-Tech2.35%-0.74%-0.21%
9NVDANvidia CORPStock-Tech2.19%-0.17%-0.67%
10AMZNAmazon.com INCStock-Consumer Disc1.93%-0.22%-0.20%
11GOOGLAlphabet Inc-cl AStock-Comm Services1.67%-0.17%-0.87%
12MUBIshares National Muni Bond EETF-Other1.49%-0.96%-38.42%
13GOOGAlphabet Inc-cl CStock-Comm Services1.23%-0.14%-1.23%
14SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.17%-0.07%-0.45%
15VTIVanguard Total Stock Mkt ETFETF-Other1.07%-0.04%+0.65%
16WMTWalmart INCStock-Consumer Staples1.01%+0.07%-3.63%
17JPMJpmorgan Chase & CoStock-Financials0.93%+0.05%+15.29%
18LLYEli Lilly & CoStock-Healthcare0.91%-0.11%+5.40%
19JNJJohnson & JohnsonStock-Healthcare0.90%+0.11%-3.87%
20TSMTaiwan Semiconductor-sp AdrStock-Tech0.88%+0.05%-3.81%
21HDHome Depot INCStock-Consumer Disc0.85%-0.15%-10.51%
22VEAVanguard Ftse Developed ETFETF-Other0.78%+0.08%+9.30%
23TJXTjx Companies INCStock-Consumer Disc0.78%-0.05%-9.59%
24BRK-BBerkshire Hathaway Inc-cl BStock-Other0.63%—+1.12%
25VVisa Inc-class A SharesStock-Financials0.62%-0.11%-0.13%
26ABTAbbott LaboratoriesStock-Healthcare0.61%-0.14%-0.57%
27VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.53%—+1.26%
28MAMastercard INC - AStock-Financials0.53%-0.08%-0.29%
29METAMeta Platforms Inc-class AStock-Comm Services0.52%-0.03%+8.38%
30AVGOBroadcom INCStock-Tech0.45%+0.10%+41.37%
31VXUSVanguard Total Intl StockETF-Other0.43%—-0.59%
32PGProcter & Gamble Co/theStock-Consumer Staples0.42%—-6.12%
33XOMExxon Mobil CORPStock-Energy0.42%+0.13%+1.65%
34MRSHMarsh & Mclennan CosStock-Financials0.41%—+0.07%
35LINLinde plcStock-Materials0.41%+0.07%+3.48%
36WCNWaste Connections INCStock-Industrials0.34%-0.03%-2.50%
37ABBVAbbvie INCStock-Healthcare0.32%—+4.60%
38IWFIshares Russell 1000 GrowthETF-Other0.32%-0.04%-2.90%
39PWRQuanta Services INCStock-Industrials0.32%+0.08%+1.74%
40GLDSpdr Gold SharesETF-Commodities0.31%—-5.61%
41PEPPepsico INCStock-Consumer Staples0.31%—-2.24%
42KOCoca-cola Co/theStock-Consumer Staples0.30%+0.06%+15.49%
43SGOLAbrdn Physical Gold SharesETF-Commodities0.29%—-2.52%
44MSCIMsci INCStock-Financials0.28%—-3.90%
45QQQInvesco Qqq Trust Series 1ETF-Tech0.28%——
46AXPAmerican Express CoStock-Financials0.28%-0.06%-0.27%
47BKNGBooking Holdings INCStock-Consumer Disc0.28%-0.06%+4.11%
48MGCVanguard Mega Cap ETFETF-Other0.27%——
49VTVanguard Tot World Stk ETFETF-Other0.27%—+10.70%
50CNICanadian Natl Railway CoStock-Industrials0.26%—-2.42%
1–50 of 438

Holding changes this quarter

Choate Investment Advisors's most significant position changes for 2026-03-31: New buy: Ishares Expanded Tech-softwa (IGV); New buy: Global X S&p Cath Val Devel (CEFA); New buy: Ishares Msci Global Min Vol (ACWV); Add: Ishares Core Msci Emerging (IEMG) — shares +7363.10%; Trim: Oakmark US Large Cap ETF (OAKM) — shares -32.48%.

Position changes disclosed by Choate Investment Advisors for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IEMGIshares Core Msci Emerging+3.8%+7363.10%Add
2VEUVanguard Ftse All-world Ex-u+0.3%+4.32%Add
3CATHGlobal X S&p 500 Ca Val ETF+0.2%+794.11%Add
4GVIIshares Intermediate Governm+0.2%+5.13%Add
5NFLXNetflix INC+0.1%+172.77%Add
6XOMExxon Mobil CORP+0.1%+1.65%Add
7JNJJohnson & Johnson+0.1%-3.87%Trim
8IVVIshares Core S&p 500 ETF+0.1%+5.48%Add
9AVGOBroadcom INC+0.1%+41.37%Add
10VEAVanguard Ftse Developed ETF+0.1%+9.30%Add
11PWRQuanta Services INC+0.1%+1.74%Add
12WMTWalmart INC+0.1%-3.63%Trim
13LINLinde plc+0.1%+3.48%Add
14UBERUber Technologies INC+0.1%+67.17%Add
15KOCoca-cola Co/the+0.1%+15.49%Add
16TSMTaiwan Semiconductor-sp Adr+0.1%-3.81%Trim
17JPMJpmorgan Chase & Co+0.1%+15.29%Add
18AMATApplied Materials INC0%+1.59%Add
19MRKMerck & Co. INC.0%+3.56%Add
20WCNWaste Connections INC0%-2.50%Trim
21METAMeta Platforms Inc-class A0%+8.38%Add
22FISVFiserv INC0%-60.04%Trim
23PGRProgressive CORP0%+1.46%Add
24IWFIshares Russell 1000 Growth0%-2.90%Trim
25VTIVanguard Total Stock Mkt ETF0%+0.65%Add
26ALCAlcon Inc.0%-28.23%Trim
27IQVIqvia Holdings INC0%-62.93%Trim
28ADPAutomatic Data Processing-0.1%-1.69%Trim
29TJXTjx Companies INC-0.1%-9.59%Trim
30AXPAmerican Express Co-0.1%-0.27%Trim
31BKNGBooking Holdings INC-0.1%+4.11%Add
32SPYSs Spdr S&p 500 ETF Trust-us-0.1%-0.45%Trim
33MAMastercard INC - A-0.1%-0.29%Trim
34VVisa Inc-class A Shares-0.1%-0.13%Trim
35LLYEli Lilly & Co-0.1%+5.40%Add
36ADBEAdobe INC-0.1%-12.90%Trim
37ABTAbbott Laboratories-0.1%-0.57%Trim
38GOOGAlphabet Inc-cl C-0.1%-1.23%Trim
39HDHome Depot INC-0.2%-10.51%Trim
40SPYXSs Spdr S&p 500 Foss Fl ETF-0.2%-0.15%Trim
41NVDANvidia CORP-0.2%-0.67%Trim
42GOOGLAlphabet Inc-cl A-0.2%-0.87%Trim
43AMZNAmazon.com INC-0.2%-0.20%Trim
44AAPLApple INC-0.2%+0.14%Add
45MSFTMicrosoft CORP-0.7%-0.21%Trim
46MUBIshares National Muni Bond E-1%-38.42%Trim
47OAKMOakmark US Large Cap ETF-1.7%-32.48%Trim
48IGVIshares Expanded Tech-softwa—NEWNew buy
49CEFAGlobal X S&p Cath Val Devel—NEWNew buy
50ACWVIshares Msci Global Min Vol—NEWNew buy

FAQ

What is Choate Investment Advisors and what type of investor is it?
Choate Investment Advisors is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $5.1B, spread across 438 disclosed positions.
What are Choate Investment Advisors's largest equity positions?
Based on the latest 13F filing, Choate Investment Advisors's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $1.7B (32.9%) 2. Ishares Intermediate Governm (GVI) — $235.2M (4.6%) 3. Vanguard Ftse All-world Ex-u (VEU) — $233.2M (4.6%) 4. Ishares Core Msci Emerging (IEMG) — $196.7M (3.9%) 5. Oakmark US Large Cap ETF (OAKM) — $168.0M (3.3%)
What changes did Choate Investment Advisors make in its most recent portfolio filing?
In the latest reported quarter, Choate Investment Advisors made 50 notable position adjustments: 3 new positions were initiated, 22 existing holdings were added to, 25 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ishares Expanded Tech-softwa (IGV); New buy: Global X S&p Cath Val Devel (CEFA); New buy: Ishares Msci Global Min Vol (ACWV); Add: Ishares Core Msci Emerging (IEMG) — shares +7363.10%; Trim: Oakmark US Large Cap ETF (OAKM) — shares -32.48%
What sectors does Choate Investment Advisors focus on?
Choate Investment Advisors is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.8% • Financials: 14.1% • Health Care: 12.2% • Consumer Discretionary: 12.1% • Communication Services: 10.6% • Industrials: 7.6%