Choate Investment Advisors Top Holdings and 13F Report (2026) About Choate Investment AdvisorsInvestment ActivityChoate Investment Advisors has $5.69 billion in total holdings as of June 30, 2026.Choate Investment Advisors owns shares of 472 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 2.81% of the portfolio was purchased this quarter.About 2.21% of the portfolio was sold this quarter.This quarter, Choate Investment Advisors has purchased 438 new stocks and bought additional shares in 105 stocks.Choate Investment Advisors sold shares of 196 stocks and completely divested from 16 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $1,922,951,813Vanguard FTSE All-World ex-US ETF $271,585,339iShares Core MSCI Emerging Markets ETF $250,989,129iShares Intermediate Government/Credit Bond ETF $239,769,873Apple $175,304,386 Largest New Holdings this Quarter 92345Y106 - Verisk Analytics $8,037,558 Holding577125826 - Matthews Asia Innovators Active ETF $4,727,982 Holding26614N201 - DUPONT DE NEMOURS INC $1,601,501 Holding922040845 - VANGUARD INSTL INDEX FD $1,340,974 Holding92206C102 - Vanguard Short-Term Treasury ETF $1,278,712 Holding Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 210,321 shares (about $17.42M)iShares Russell 1000 Growth ETF 114,972 shares (about $14.28M)Booking 79,402 shares (about $14.15M)Vanguard FTSE All-World ex-US ETF 138,004 shares (about $11.56M)Verisk Analytics 44,770 shares (about $8.04M) Largest Sales this Quarter iShares National Muni Bond ETF 170,373 shares (about $18.34M)HARRIS OAKMARK ETF TRUST 274,705 shares (about $7.74M)iShares Core S&P 500 ETF 9,258 shares (about $6.93M)Abbott Laboratories 69,782 shares (about $6.33M)SPDR S&P Fossil Fuel Reserves Free ETF 99,456 shares (about $6.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofChoate Investment Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$1,922,951,813$6,933,224 â–¼-0.4%2,567,73633.8%ETFVEUVanguard FTSE All-World ex-US ETF$271,585,339$11,557,835 â–²4.4%3,242,8104.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$250,989,129$17,422,992 â–²7.5%3,029,8064.4%ETFGVIiShares Intermediate Government/Credit Bond ETF$239,769,873$5,810,506 â–²2.5%2,259,9544.2%ETFAAPLApple$175,304,386$5,329,721 â–¼-3.0%605,8353.1%TechnologyHARRIS OAKMARK ETF TRUST$163,932,611$7,738,440 â–¼-4.5%5,819,4042.9%OAKMARK U S LRGSPYXSPDR S&P Fossil Fuel Reserves Free ETF$139,206,372$6,076,761 â–¼-4.2%2,278,3372.4%ETFNVDANVIDIA$126,286,891$2,115,953 â–¼-1.6%631,1502.2%TechnologyMSFTMicrosoft$119,186,591$1,927,767 â–¼-1.6%319,5182.1%TechnologyAMZNAmazon.com$110,711,795$2,122,656 â–¼-1.9%464,5121.9%Consumer DiscretionaryGOOGLAlphabet$103,873,840$2,334,697 â–¼-2.2%290,6621.8%Communication ServicesGOOGAlphabet$75,475,729$2,044,717 â–¼-2.6%213,6131.3%Communication ServicesSPYSPDR S&P 500 ETF Trust$70,300,280$1,425,586 â–²2.1%94,1391.2%ETFVTIVanguard Total Stock Market ETF$69,336,533$6,431,288 â–²10.2%187,3761.2%ETFTSMTaiwan Semiconductor Manufacturing$64,621,201$875,383 â–²1.4%135,3131.1%TechnologyLLYEli Lilly and Company$60,919,817$3,598 â–²0.0%50,7911.1%HealthcareMUBiShares National Muni Bond ETF$58,909,251$18,335,542 â–¼-23.7%547,3821.0%ETFJPMJPMorgan Chase & Co.$52,347,463$297,870 â–¼-0.6%159,9230.9%FinanceJNJJohnson & Johnson$46,939,380$694,860 â–¼-1.5%184,8230.8%HealthcareWALMART INC$46,362,868$754,198 â–¼-1.6%409,3490.8%COMVEAVanguard FTSE Developed Markets ETF$46,130,046$1,760,588 â–²4.0%647,4390.8%ETFHDHome Depot$43,973,198$2,540,001 â–¼-5.5%124,6830.8%Consumer DiscretionaryTJXTJX Companies$37,014,026$714,323 â–¼-1.9%244,3170.7%Consumer DiscretionaryVVisa$35,066,533$1,172,338 â–¼-3.2%102,2080.6%FinanceBRK.BBerkshire Hathaway$33,991,152$140,610 â–²0.4%67,9290.6%FinanceAVGOBroadcom$30,977,002$3,180,276 â–²11.4%82,0040.5%TechnologyVOOVanguard S&P 500 ETF$30,460,808$824,861 â–¼-2.6%44,3510.5%ETFMAMastercard$27,777,320$169,487 â–¼-0.6%54,0840.5%FinanceVXUSVanguard Total International Stock ETF$24,524,4310.0%286,8690.4%ETFMETAMeta Platforms$23,994,927$2,099,373 â–¼-8.0%42,5980.4%Communication ServicesXOMExxonMobil$23,171,553$6,022,373 â–²35.1%169,4820.4%EnergyLINDE PLC$22,275,222$600,939 â–²2.8%42,9240.4%SHSABTAbbott Laboratories$21,273,086$6,332,019 â–¼-22.9%234,4400.4%HealthcarePWRQuanta Services$21,153,335$64,084 â–¼-0.3%29,3780.4%IndustrialsQQQInvesco QQQ$20,442,508$2,186,376 â–²12.0%27,7600.4%ETFMARSH & MCLENNAN COS INC$20,312,7400.0%121,8740.4%COMPGProcter & Gamble$19,170,525$2,834,256 â–¼-12.9%130,7320.3%Consumer StaplesIWFiShares Russell 1000 Growth ETF$19,003,473$14,276,073 â–²302.0%153,0440.3%ETFCATHGlobal X S&P 500 Catholic Values ETF$18,322,598$3,815,855 â–²26.3%207,0350.3%ETFABBVAbbVie$18,026,018$772,033 â–¼-4.1%71,6340.3%HealthcareWCNWaste Connections$17,345,611$300,876 â–¼-1.7%104,0590.3%IndustrialsVTVanguard Total World Stock ETF$16,513,774$1,017,662 â–²6.6%105,2170.3%ETFKOCocaCola$16,314,354$83,464 â–²0.5%200,7430.3%Consumer StaplesAMATApplied Materials$16,232,073$2,187,798 â–¼-11.9%22,4510.3%TechnologyMGCVanguard Mega Cap ETF$15,888,8730.0%58,0670.3%ETFAXPAmerican Express$15,570,612$418,414 â–¼-2.6%46,0330.3%FinanceGLDSPDR Gold Shares$15,378,391$1,724,018 â–²12.6%41,7460.3%ETFMSCIMSCI$14,998,431$23,522 â–²0.2%26,7810.3%FinanceBKNGBooking$14,752,925$14,152,613 â–²2,357.5%82,7700.3%Consumer DiscretionaryPGRProgressive$14,160,366$153,789 â–²1.1%64,8220.2%FinancePEPPepsiCo$13,229,136$595,219 â–¼-4.3%97,7040.2%Consumer StaplesSGOLabrdn Physical Gold Shares ETF$12,752,572$155,558 â–¼-1.2%333,5750.2%ETFCNICanadian National Railway$12,277,385$2,872,482 â–¼-19.0%102,9640.2%IndustrialsUBERUber Technologies$12,192,942$1,205,793 â–²11.0%168,9710.2%IndustrialsMRKMerck & Co., Inc.$12,173,541$934,064 â–¼-7.1%94,7360.2%HealthcareBRK.ABerkshire Hathaway$11,981,6000.0%160.2%FinanceCSCOCisco Systems$11,809,546$390,320 â–¼-3.2%100,5410.2%TechnologyCEFAGlobal X S&P Catholic Values Developed ex-U.S. ETF$10,938,959$2,877,019 â–²35.7%275,6280.2%ETFIJHiShares Core S&P Mid-Cap ETF$10,505,389$799,708 â–¼-7.1%136,2390.2%ETFNFLXNetflix$10,311,645$2,712,482 â–²35.7%144,4210.2%Communication ServicesINTCIntel$10,285,006$57,109 â–²0.6%73,6590.2%TechnologyVIGVanguard Dividend Appreciation ETF$10,250,227$1,404,351 â–¼-12.0%43,3190.2%ETFVMCVulcan Materials$10,214,426$449,005 â–²4.6%34,6240.2%MaterialsEMREmerson Electric$10,195,122$777,589 â–¼-7.1%71,2200.2%IndustrialsCATCaterpillar$10,112,136$53,244 â–²0.5%9,4960.2%IndustrialsADPAutomatic Data Processing$9,952,594$550,471 â–¼-5.2%44,4410.2%IndustrialsIGViShares Expanded Tech-Software Sector ETF$9,610,033$870,032 â–²10.0%106,0710.2%ETFMUMicron Technology$9,502,292$3,039,302 â–²47.0%8,2320.2%TechnologyCOSTCostco Wholesale$8,613,266$326,494 â–¼-3.7%9,2070.2%Consumer StaplesEPDEnterprise Products Partners$8,427,584$98,517 â–¼-1.2%229,2600.1%EnergyRSPInvesco S&P 500 Equal Weight ETF$8,291,860$901,081 â–¼-9.8%38,9710.1%ETFADBEAdobe$8,134,784$1,340,626 â–¼-14.1%39,6780.1%TechnologyVRSKVerisk Analytics$8,037,558$8,037,558 â–²New Holding44,7700.1%IndustrialsGEGE Aerospace$7,814,717$113,988 â–¼-1.4%20,9100.1%IndustrialsDHRDanaher$7,763,584$430,104 â–¼-5.2%40,7580.1%HealthcareEWEdwards Lifesciences$7,336,125$1,444,013 â–¼-16.4%81,0980.1%HealthcareDISWalt Disney$7,034,873$699,541 â–¼-9.0%73,0900.1%Communication ServicesECLEcolab$6,962,360$1,261,806 â–¼-15.3%24,9900.1%MaterialsRTXRTX$6,631,380$17,455 â–¼-0.3%34,9520.1%IndustrialsGE VERNOVA INC$6,518,018$361,851 â–²5.9%5,5480.1%COMUSMViShares MSCI USA Min Vol Factor ETF$6,305,945$52,185 â–¼-0.8%65,3740.1%ETFVUGVanguard Growth ETF$5,950,426$4,952,070 â–²496.0%69,0790.1%ETFACWViShares MSCI Global Min Vol Factor ETF$5,925,9110.0%49,2880.1%ETFIBMInternational Business Machines$5,813,481$151,010 â–²2.7%20,6730.1%TechnologyMCDMcDonald's$5,604,337$420,602 â–¼-7.0%20,7330.1%Consumer DiscretionaryPANWPalo Alto Networks$5,553,511$17,051 â–²0.3%16,2850.1%TechnologyBILSSPDR Bloomberg 3-12 Month T-Bill ETF$5,488,956$1,171,591 â–¼-17.6%55,2320.1%ETFCOPConocoPhillips$5,429,400$70,901 â–¼-1.3%52,2260.1%EnergyTSLATesla$5,417,328$121,553 â–²2.3%12,8800.1%Consumer DiscretionaryAMPAmeriprise Financial$5,294,090$670,248 â–¼-11.2%11,5400.1%FinanceLAM RESEARCH CORP$5,262,360$24,266 â–²0.5%12,1440.1%COM NEWEFAiShares MSCI EAFE ETF$5,217,269$359,113 â–¼-6.4%50,2240.1%ETFADIAnalog Devices$4,995,604$38,525 â–¼-0.8%12,5780.1%TechnologyNEMNewmont$4,926,103$108,624 â–¼-2.2%52,7420.1%MaterialsIEFAiShares Core MSCI EAFE ETF$4,913,797$56,692 â–²1.2%50,8780.1%ETFCVXChevron$4,867,734$40,777 â–²0.8%29,3660.1%EnergyTMOThermo Fisher Scientific$4,765,677$351,435 â–¼-6.9%9,5060.1%HealthcareMINVMatthews Asia Innovators Active ETF$4,727,982$4,727,982 â–²New Holding81,7420.1%ETFCBChubb$4,661,6640.0%13,6810.1%FinanceNVSNovartis$4,582,029$196,684 â–¼-4.1%29,2370.1%HealthcareShowing largest 100 holdings. 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