Choate Investment Advisors
CIK 1399794
13F filing for Q2 2026・No. 828
- Holdings
- US$5.69B
- Quarter change
- +US$580.35M
- Entries
- 472
- Net bought (estimate)
- −US$5.95M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 50
- Sold out 16
- Cut 200
- Added 100
- Corporate actions 2
- Unchanged 122
Largest holdings
472 stocks worth US$5.69B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 2,567,736 | US$1.92B | 33.79% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Added | 3,242,810 | US$271.59M | 4.77% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 3,029,806 | US$250.99M | 4.41% |
| ISHARES TRINTRM GOV CR ETF | Added | 2,259,954 | US$239.77M | 4.21% |
| AAPLAppleCOM | Cut | 605,835 | US$175.3M | 3.08% |
| HARRIS OAKMARK ETF TRUSTOAKMARK U S LRG | Cut | 5,819,404 | US$163.93M | 2.88% |
| SPDR SERIES TRUSTST STR SP500FF | Cut | 2,278,337 | US$139.21M | 2.45% |
| NVDANvidiaCOM | Cut | 631,150 | US$126.29M | 2.22% |
| MSFTMicrosoftCOM | Cut | 319,518 | US$119.19M | 2.09% |
| AMZNAmazonCOM | Cut | 464,512 | US$110.71M | 1.95% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.