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Choate Investment Advisors
Period ended Jun 30, 2026 · Latest filing Aug 11, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $5,690,352,490
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $1,922,951,813
- VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US · 922042775 · shares: $271,585,339
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $250,989,129
- ISHARES TR · INTRM GOV CR ETF · 464288612 · shares: $239,769,873
- APPLE INC · COM · 037833100 · shares: $175,304,386
- HARRIS OAKMARK ETF TRUST · OAKMARK U S LRG · 41456U106 · shares: $163,932,611
- SPDR SERIES TRUST · ST STR SP500FF · 78468R796 · shares: $139,206,372
- NVIDIA CORPORATION · COM · 67066G104 · shares: $126,286,891
- MICROSOFT CORP · COM · 594918104 · shares: $119,186,591
- AMAZON COM INC · COM · 023135106 · shares: $110,711,795
Reported holdings
472 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | MORNINGSTR US EQ | 464287127 | — | 5,739 shares | $594,845 |
| INTUIT | COM | 461202103 | — | 2,279 shares | $594,819 |
| CBRE GROUP INC | CL A | 12504L109 | — | 4,318 shares | $581,591 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | — | 2,190 shares | $579,737 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 1,101 shares | $575,244 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | — | 1,557 shares | $569,395 |
| CLOROX CO DEL | COM | 189054109 | — | 5,855 shares | $558,801 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | — | 5,177 shares | $554,612 |
| CUMMINS INC | COM | 231021106 | — | 770 shares | $549,172 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 1,628 shares | $545,087 |
| D R HORTON INC | COM | 23331A109 | — | 3,342 shares | $544,307 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 1,068 shares | $544,103 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | — | 1,895 shares | $541,174 |
| RUBRIK INC. | CL A | 781154109 | — | 6,700 shares | $537,876 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 9,219 shares | $533,227 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 | — | 5,580 shares | $530,602 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 9,817 shares | $526,289 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 5,264 shares | $521,031 |
| UNITED RENTALS INC | COM | 911363109 | — | 459 shares | $519,997 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 2,254 shares | $517,451 |
| SANDISK CORP | COM | 80004C200 | — | 227 shares | $516,137 |
| FISERV INC | COM | 337738108 | — | 10,502 shares | $515,123 |
| STATE STR CORP | COM | 857477103 | — | 3,034 shares | $514,566 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | — | 3,667 shares | $510,043 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | — | 1,283 shares | $508,785 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 3,974 shares | $502,075 |
| ISHARES TR | CORE S&P US VLU | 464287663 | — | 4,500 shares | $495,675 |
| FASTENAL CO | COM | 311900104 | — | 10,255 shares | $492,548 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 5,494 shares | $489,021 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 1,814 shares | $487,712 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 1,363 shares | $469,425 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 4,000 shares | $469,120 |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | — | 6,890 shares | $467,142 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | — | 4,710 shares | $453,667 |
| SPDR INDEX SHS FDS | ST STR MSCI EAFE | 78470E106 | — | 8,375 shares | $453,265 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | — | 3,876 shares | $448,414 |
| PAYCHEX INC | COM | 704326107 | — | 4,425 shares | $435,110 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 1,158 shares | $434,621 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 1,006 shares | $434,049 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 3,788 shares | $432,514 |
| UNITY SOFTWARE INC | COM | 91332U101 | — | 15,108 shares | $431,787 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 3,140 shares | $429,583 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 10,329 shares | $426,799 |
| LEMAITRE VASCULAR INC | COM | 525558201 | — | 4,438 shares | $425,870 |
| BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 | — | 13,291 shares | $423,451 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 3,826 shares | $419,980 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 7,435 shares | $419,929 |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | 46138E420 | — | 7,050 shares | $417,739 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 5,120 shares | $417,536 |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | 910873405 | — | 15,225 shares | $414,272 |
| SNAP ON INC | COM | 833034101 | — | 1,022 shares | $411,253 |
| PACKAGING CORP AMER | COM | 695156109 | — | 1,674 shares | $398,925 |
| NIKE INC | CL B | 654106103 | — | 9,654 shares | $396,297 |
| MONARCH CASINO & RESORT INC | COM | 609027107 | — | 3,000 shares | $394,830 |
| ROYAL BK CDA | COM | 780087102 | — | 1,905 shares | $394,278 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 3,369 shares | $393,061 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 3,181 shares | $391,613 |
| MITSUBISHI UFJ FINANCIAL GRO | SPONSORED ADS | 606822104 | — | 19,666 shares | $391,157 |
| SYNOPSYS INC | COM | 871607107 | — | 870 shares | $388,081 |
| VONTIER CORPORATION | COM | 928881101 | — | 13,316 shares | $386,164 |
| CINTAS CORP | COM | 172908105 | — | 2,264 shares | $385,061 |
| US BANCORP | COM NEW | 902973304 | — | 6,345 shares | $383,238 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 7,234 shares | $379,134 |
| MARKEL GROUP INC | COM | 570535104 | — | 192 shares | $374,978 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | — | 2,640 shares | $374,590 |
| T-MOBILE US INC | COM | 872590104 | — | 2,216 shares | $371,690 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 1,835 shares | $369,954 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 12,630 shares | $365,765 |
| YUM CHINA HLDGS INC | COM | 98850P109 | — | 8,920 shares | $364,560 |
| CRH PLC | ORD | G25508105 | — | 3,377 shares | $361,339 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 3,033 shares | $360,897 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 | — | 8,552 shares | $357,645 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 5,222 shares | $357,237 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 1,272 shares | $356,160 |
| STARBUCKS CORP | COM | 855244109 | — | 3,475 shares | $355,110 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 4,905 shares | $351,198 |
| SPDR SERIES TRUST | ST TERM HIGH ETF | 78468R408 | — | 13,880 shares | $347,416 |
| XYLEM INC | COM | 98419M100 | — | 2,938 shares | $347,301 |
| SUMITOMO MITSUI FIN GRP INC | SPONSORED ADR | 86562M209 | — | 14,642 shares | $345,258 |
| SAP SE | SPON ADR | 803054204 | — | 2,230 shares | $343,665 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 | — | 16,810 shares | $342,420 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 2,638 shares | $333,918 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 6,079 shares | $322,856 |
| EXTRA SPACE STORAGE INC | COM | 30225T102 | — | 2,220 shares | $322,595 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 1,064 shares | $322,360 |
| WW GRAINGER INC | COM | 384802104 | — | 233 shares | $316,973 |
| MURPHY USA INC | COM | 626755102 | — | 586 shares | $315,778 |
| WEYERHAEUSER CO | COM NEW | 962166104 | — | 13,139 shares | $314,548 |
| GENUINE PARTS CO | COM | 372460105 | — | 2,654 shares | $313,119 |
| SOUTHERN CO | COM | 842587107 | — | 3,251 shares | $311,153 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 | — | 2,558 shares | $310,618 |
| CF INDUSTRIES HOLD | COM | 125269100 | — | 2,832 shares | $306,592 |
| CME GROUP INC | COM | 12572Q105 | — | 1,387 shares | $306,291 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 | — | 17,175 shares | $304,513 |
| BROOKFIELD INFRASTRUCTURE PA | LP INT UNIT | G16252101 | — | 8,325 shares | $303,779 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 1,472 shares | $303,247 |
| AMCOR PLC | COM NEW | G0250X149 | — | 6,941 shares | $300,892 |
| METLIFE INC | COM | 59156R108 | — | 3,536 shares | $299,181 |
| AUTODESK INC | COM | 052769106 | — | 1,524 shares | $296,296 |
| TOYOTA MOTOR CORP | ADS | 892331307 | — | 1,745 shares | $293,893 |