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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) |
|---|---|---|---|---|---|
| AON PLC | SHS CL A | G0403H108 | — | 873 shares | $289,565 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 3,002 shares | $288,132 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 744 shares | $287,727 |
| SPDR SERIES TRUST | ST STR SP METAL | 78464A755 | — | 2,646 shares | $282,937 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | — | 3,795 shares | $282,841 |
| TIDAL TRUST III | ROCK GL EQUI ETF | 45259A886 | — | 8,001 shares | $279,955 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 2,365 shares | $276,161 |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 05946K101 | — | 11,015 shares | $276,036 |
| AIRBNB INC | COM CL A | 009066101 | — | 1,921 shares | $274,895 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 6,406 shares | $273,408 |
| SPDR SERIES TRUST | ST STR SP AERO | 78464A631 | — | 955 shares | $271,019 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 4,454 shares | $270,759 |
| PHILLIPS 66 | COM | 718546104 | — | 1,592 shares | $269,128 |
| WISE GROUP PLC | ORD SHS CLASS A | G9723Y105 | — | 22,372 shares | $268,486 |
| GAMESTOP CORP | CL A | 36467W109 | — | 12,000 shares | $264,960 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 884 shares | $263,335 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 751 shares | $262,903 |
| ING GROEP N.V. | SPONSORED ADR | 456837103 | — | 8,107 shares | $254,398 |
| VERISIGN INC | COM | 92343E102 | — | 1,004 shares | $252,566 |
| ALLIANT ENERGY CORP | COM | 018802108 | — | 3,288 shares | $250,842 |
| WELLTOWER INC | COM | 95040Q104 | — | 1,094 shares | $248,305 |
| ROSS STORES INC | COM | 778296103 | — | 1,163 shares | $247,545 |
| WOODSIDE ENERGY GROUP LTD | SPONSORED ADR | 980228308 | — | 12,708 shares | $245,519 |
| EXELON CORP | COM | 30161N101 | — | 5,234 shares | $244,009 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 380 shares | $242,714 |
| UBS GROUP AG | SHS | H42097107 | — | 4,854 shares | $240,564 |
| BANCO SANTANDER SA | ADR | 05964H105 | — | 17,019 shares | $234,862 |
| GENERAL MTRS CO | COM | 37045V100 | — | 3,035 shares | $233,938 |
| FLEX LTD | ORD | Y2573F102 | — | 1,436 shares | $232,733 |
| TOTALENERGIES SE | ACT | F92124100 | — | 2,981 shares | $231,819 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 399 shares | $230,103 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 2,513 shares | $225,793 |
| DOW HLDGS INC | COM | 260557103 | — | 8,238 shares | $225,392 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 1,486 shares | $224,876 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 2,338 shares | $224,692 |
| ICICI BANK LIMITED | ADR | 45104G104 | — | 7,717 shares | $224,025 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 705 shares | $223,859 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | — | 3,608 shares | $222,830 |
| NETEASE COM INC | SPONSORED ADS | 64110W102 | — | 1,718 shares | $220,145 |
| EQUINIX INC | COM | 29444U700 | — | 211 shares | $219,944 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 1,519 shares | $219,663 |
| VIATRIS INC | COM | 92556V106 | — | 13,829 shares | $219,605 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 3,880 shares | $218,716 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 1,482 shares | $216,535 |
| FIRST SOLAR INC | COM | 336433107 | — | 912 shares | $215,196 |
| INTERFACE INC | COM | 458665304 | — | 6,000 shares | $215,040 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | — | 1,818 shares | $214,906 |
| RPM INTL INC | COM | 749685103 | — | 1,930 shares | $214,520 |
| DORCHESTER MINERALS L P | COM UNIT | 25820R105 | — | 8,418 shares | $212,555 |
| UNUM GROUP | COM | 91529Y106 | — | 2,373 shares | $212,146 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 7,207 shares | $212,102 |
| TARGA RES CORP | COM | 87612G101 | — | 784 shares | $210,222 |
| FEDEX CORP | COM | 31428X106 | — | 663 shares | $207,605 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 928 shares | $207,547 |
| TRI CONTL CORP | COM | 895436103 | — | 6,018 shares | $207,140 |
| CHURCH & DWIGHT CO INC | COM | 171340102 | — | 2,119 shares | $205,289 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 | — | 10,230 shares | $205,214 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | — | 3,806 shares | $204,306 |
| SPDR SERIES TRUST | ST STR SP400GRW | 78464A821 | — | 1,818 shares | $203,780 |
| UL SOLUTIONS INC | CLASS A COM SHS | 903731107 | — | 2,000 shares | $203,720 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | — | 3,704 shares | $202,016 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 2,639 shares | $202,015 |
| ISHARES TR | ESG SELECT SCRE | 46436E569 | — | 3,542 shares | $201,150 |
| PIMCO CALIF MUN INCOME FD | COM | 72200N106 | — | 18,404 shares | $165,084 |
| FLOWERS FOODS INC | COM | 343498101 | — | 19,070 shares | $150,653 |
| FLAGSTAR BANK NATIONAL ASSOC | COM NEW | 649445400 | — | 10,024 shares | $149,759 |
| HALEON PLC | SPON ADS | 405552100 | — | 15,821 shares | $147,610 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 23,163 shares | $135,040 |
| PATTERSON-UTI ENERGY INC | COM | 703481101 | — | 13,300 shares | $122,094 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 | — | 10,587 shares | $101,423 |
| MBIA INC | COM | 55262C100 | — | 11,400 shares | $74,328 |
| ASPEN AEROGELS INC | COM | 04523Y105 | — | 10,000 shares | $63,400 |