Choate Investment Advisors Top Holdings and 13F Report (2026) About Choate Investment AdvisorsInvestment ActivityChoate Investment Advisors has $5.11 billion in total holdings as of March 31, 2026.Choate Investment Advisors owns shares of 438 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 7.90% of the portfolio was purchased this quarter.About 3.71% of the portfolio was sold this quarter.This quarter, Choate Investment Advisors has purchased 444 new stocks and bought additional shares in 159 stocks.Choate Investment Advisors sold shares of 174 stocks and completely divested from 31 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $1,683,318,251iShares Intermediate Government/Credit Bond ETF $235,249,349Vanguard FTSE All-World ex-US ETF $233,170,932iShares Core MSCI Emerging Markets ETF $196,659,079HARRIS OAKMARK ETF TRUST $167,984,120 Largest New Holdings this Quarter 464287515 - iShares Expanded Tech-Software Sector ETF $7,722,263 Holding37954Y368 - Global X S&P Catholic Values Developed ex-U.S. ETF $7,493,057 Holding464286525 - iShares MSCI Global Min Vol Factor ETF $5,890,424 HoldingG0593M107 - AstraZeneca $923,060 Holding91913Y100 - Valero Energy $691,577 Holding Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 2,781,706 shares (about $194.02M)iShares Core S&P 500 ETF 133,775 shares (about $87.38M)iShares Intermediate Government/Credit Bond ETF 107,675 shares (about $11.49M)Global X S&P 500 Catholic Values ETF 145,585 shares (about $11.38M)Vanguard FTSE All-World ex-US ETF 128,535 shares (about $9.65M) Largest Sales this Quarter HARRIS OAKMARK ETF TRUST 2,932,101 shares (about $80.82M)iShares National Muni Bond ETF 447,758 shares (about $47.53M)Home Depot 15,490 shares (about $5.09M)TJX Companies 26,424 shares (about $4.22M)WALMART INC 15,653 shares (about $1.95M) 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$1,683,318,251$87,383,168 â–²5.5%2,576,99432.9%ETFGVIiShares Intermediate Government/Credit Bond ETF$235,249,349$11,486,769 â–²5.1%2,205,1874.6%ETFVEUVanguard FTSE All-World ex-US ETF$233,170,932$9,652,979 â–²4.3%3,104,8064.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$196,659,079$194,023,994 â–²7,363.1%2,819,4853.8%ETFHARRIS OAKMARK ETF TRUST$167,984,120$80,823,367 â–¼-32.5%6,094,1093.3%OAKMARK U S LRGAAPLApple$158,429,397$223,335 â–²0.1%624,2543.1%Computer and TechnologySPYXSPDR S&P Fossil Fuel Reserves Free ETF$126,094,346$194,461 â–¼-0.2%2,377,7932.5%ETFMSFTMicrosoft$120,189,004$252,456 â–¼-0.2%324,6862.4%Computer and TechnologyNVDANVIDIA$111,916,916$758,815 â–¼-0.7%641,7252.2%Computer and TechnologyAMZNAmazon.com$98,598,771$197,648 â–¼-0.2%473,4181.9%Retail/WholesaleGOOGLAlphabet$85,461,363$751,969 â–¼-0.9%297,1951.7%Computer and TechnologyMUBiShares National Muni Bond ETF$76,189,693$47,529,512 â–¼-38.4%717,7551.5%ETFGOOGAlphabet$62,936,961$782,266 â–¼-1.2%219,4001.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$59,980,945$273,794 â–¼-0.5%92,2301.2%FinanceVTIVanguard Total Stock Market ETF$54,536,345$349,682 â–²0.6%169,9961.1%ETFWALMART INC$51,701,474$1,945,355 â–¼-3.6%416,0081.0%COMJPMJPMorgan Chase & Co.$47,310,516$6,272,652 â–²15.3%160,8330.9%FinanceLLYEli Lilly and Company$46,712,948$2,394,144 â–²5.4%50,7880.9%MedicalJNJJohnson & Johnson$45,846,810$1,846,495 â–¼-3.9%187,5590.9%MedicalTSMTaiwan Semiconductor Manufacturing$45,109,711$1,784,720 â–¼-3.8%133,4800.9%Computer and TechnologyHDHome Depot$43,375,655$5,094,506 â–¼-10.5%131,8850.8%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$39,904,490$3,396,690 â–²9.3%622,7290.8%ETFTJXTJX Companies$39,770,410$4,219,913 â–¼-9.6%249,0320.8%Retail/WholesaleBRK.BBerkshire Hathaway$32,417,075$359,402 â–²1.1%67,6480.6%FinanceVVisa$31,924,092$41,105 â–¼-0.1%105,6250.6%Business ServicesABTAbbott Laboratories$31,234,473$180,083 â–¼-0.6%304,2220.6%MedicalVOOVanguard S&P 500 ETF$27,219,682$338,214 â–²1.3%45,5520.5%ETFMAMastercard$27,188,283$78,446 â–¼-0.3%54,4140.5%Business ServicesMETAMeta Platforms$26,503,820$2,048,217 â–²8.4%46,3250.5%Computer and TechnologyAVGOBroadcom$22,775,286$6,665,296 â–²41.4%73,5850.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$22,120,469$131,087 â–¼-0.6%286,8690.4%ETFPGProcter & Gamble$21,674,651$1,412,911 â–¼-6.1%150,0600.4%Consumer StaplesXOMExxonMobil$21,280,931$345,088 â–²1.6%125,4330.4%EnergyMARSH & MCLENNAN COS INC$21,139,045$14,570 â–²0.1%121,8740.4%COMLINDE PLC$20,706,143$696,551 â–²3.5%41,7660.4%SHSWCNWaste Connections$17,196,564$441,837 â–¼-2.5%105,8640.3%Business ServicesABBVAbbVie$16,246,971$715,109 â–²4.6%74,7020.3%MedicalIWFiShares Russell 1000 Growth ETF$16,233,901$485,243 â–¼-2.9%38,0720.3%ETFPWRQuanta Services$16,177,972$277,255 â–²1.7%29,4670.3%ConstructionGLDSPDR Gold Shares$15,949,129$948,789 â–¼-5.6%37,0660.3%FinancePEPPepsiCo$15,855,126$363,224 â–¼-2.2%102,1000.3%Consumer StaplesKOCocaCola$15,188,374$2,036,767 â–²15.5%199,7160.3%Consumer StaplesSGOLabrdn Physical Gold Shares ETF$15,065,675$389,934 â–¼-2.5%337,6440.3%ETFMSCIMSCI$14,412,588$585,365 â–¼-3.9%26,7390.3%FinanceQQQInvesco QQQ$14,308,9040.0%24,7910.3%FinanceAXPAmerican Express$14,298,185$39,020 â–¼-0.3%47,2700.3%FinanceBKNGBooking$14,180,358$559,973 â–²4.1%3,3680.3%Retail/WholesaleMGCVanguard Mega Cap ETF$13,724,1350.0%58,0670.3%ETFVTVanguard Total World Stock ETF$13,656,719$1,319,570 â–²10.7%98,7330.3%ETFCNICanadian National Railway$13,057,303$324,341 â–¼-2.4%127,0540.3%TransportationCATHGlobal X S&P 500 Catholic Values ETF$12,810,192$11,377,468 â–²794.1%163,9180.3%ManufacturingPGRProgressive$12,710,752$183,372 â–²1.5%64,1180.2%FinanceMRKMerck & Co., Inc.$12,270,148$421,615 â–²3.6%102,0050.2%MedicalBRK.ABerkshire Hathaway$11,490,2400.0%160.2%FinanceADBEAdobe$11,234,428$1,664,126 â–¼-12.9%46,2170.2%Computer and TechnologyUBERUber Technologies$10,952,128$4,400,819 â–²67.2%152,2610.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$10,592,642$280,655 â–¼-2.6%49,2540.2%ETFNFLXNetflix$10,233,321$6,481,651 â–²172.8%106,4310.2%Consumer DiscretionaryEMREmerson Electric$10,042,926$291,388 â–¼-2.8%76,6520.2%IndustrialsIJHiShares Core S&P Mid-Cap ETF$9,900,573$28,970 â–¼-0.3%146,6100.2%ETFADPAutomatic Data Processing$9,528,968$163,560 â–¼-1.7%46,8990.2%Computer and TechnologyCOSTCostco Wholesale$9,522,305$865,936 â–¼-8.3%9,5560.2%Retail/WholesaleVMCVulcan Materials$9,013,675$1,186,683 â–²15.2%33,1020.2%ConstructionEPDEnterprise Products Partners$8,776,596$1,288,488 â–¼-12.8%231,9400.2%EnergyAMATApplied Materials$8,707,784$136,032 â–²1.6%25,4770.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$8,292,096$1,043,469 â–¼-11.2%43,2060.2%ETFDHRDanaher$8,155,834$79,442 â–²1.0%43,0160.2%MedicalCSCOCisco Systems$8,058,808$68,046 â–²0.9%103,8640.2%Computer and TechnologyECLEcolab$7,852,545$739,260 â–¼-8.6%29,5190.2%Basic MaterialsCPCanadian Pacific Kansas City$7,775,116$35,869 â–²0.5%98,8450.2%TransportationEWEdwards Lifesciences$7,772,645$870,149 â–¼-10.1%97,0610.2%MedicalDISWalt Disney$7,744,864$70,453 â–²0.9%80,3580.2%Consumer DiscretionaryIGViShares Expanded Tech-Software Sector ETF$7,722,263$7,722,263 â–²New Holding96,4680.2%ETFCEFAGlobal X S&P Catholic Values Developed ex-U.S. ETF$7,493,057$7,493,057 â–²New Holding203,1360.1%ETFCOPConocoPhillips$6,983,837$806,914 â–¼-10.4%52,9080.1%EnergyMCDMcDonald's$6,927,198$303,331 â–¼-4.2%22,2890.1%Retail/WholesaleRTXRTX$6,759,924$915,495 â–²15.7%35,0440.1%AerospaceCATCaterpillar$6,692,010$60,927 â–²0.9%9,4460.1%IndustrialsBILSSPDR Bloomberg 3-12 Month T-Bill ETF$6,664,568$1,045,015 â–¼-13.6%67,0210.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$6,112,928$509,418 â–²9.1%65,9150.1%ETFCVXChevron$6,024,960$1,120,990 â–¼-15.7%29,1200.1%EnergyGEGE Aerospace$6,020,198$57,605 â–¼-0.9%21,2150.1%AerospaceACWViShares MSCI Global Min Vol Factor ETF$5,890,424$5,890,424 â–²New Holding49,2880.1%ETFNEMNewmont$5,835,216$323,559 â–²5.9%53,9050.1%Basic MaterialsAMPAmeriprise Financial$5,777,644$111,100 â–¼-1.9%13,0010.1%FinanceEFAiShares MSCI EAFE ETF$5,214,036$428,732 â–²9.0%53,6810.1%FinanceAMGNAmgen$5,085,959$42,222 â–¼-0.8%14,4550.1%MedicalVUGVanguard Growth ETF$5,062,509$324,979 â–¼-6.0%11,5900.1%ETFSPGIS&P Global$5,036,876$399,820 â–¼-7.4%11,8420.1%FinanceTMOThermo Fisher Scientific$5,016,801$69,302 â–¼-1.4%10,2070.1%MedicalIBMInternational Business Machines$4,880,788$138,163 â–²2.9%20,1360.1%Computer and TechnologyIAUiShares Gold Trust$4,708,537$1,241,733 â–²35.8%53,4090.1%FinanceXLVHealth Care Select Sector SPDR Fund$4,707,207$154,820 â–¼-3.2%32,1070.1%ETFTSLATesla$4,680,704$308,924 â–¼-6.2%12,5910.1%Auto/Tires/TrucksNVSNovartis$4,657,659$100,051 â–¼-2.1%30,4920.1%MedicalGE VERNOVA INC$4,573,917$2,619 â–¼-0.1%5,2400.1%COMIEFAiShares Core MSCI EAFE ETF$4,552,844$526,885 â–²13.1%50,2910.1%ETFORCLOracle$4,462,101$908,838 â–²25.6%30,3320.1%Computer and TechnologyCBChubb$4,459,048$55,408 â–¼-1.2%13,6810.1%FinanceHLTHilton Worldwide$4,089,876$127,410 â–¼-3.0%13,4500.1%Consumer DiscretionaryShowing largest 100 holdings. 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