Choate Investment Advisors
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Choate Investment Advisors reported 472 stock positions worth $5.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 33.8% of the portfolio, followed by Vanguard Ftse All-World Ex-U (VEU, 4.8%) and iShares Core MSCI Emerging (IEMG, 4.4%). Compared with Q1 2026, it opened 47 new positions, sold out of 14, added to 100 and reduced 202. The biggest buy was iShares Core MSCI Emerging (IEMG, shares +7%) and the biggest sale iShares National Muni Bond E (MUB, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001399794
- Portfolio Value
- $5.7B (Q2 2026)
- SEC Filing
- 0001398344-26-014036 ↗ filed Aug 11, 2026
Holdings Value
Holdings 472 stocks · $5.7B
| IVV iShares Core S&P 500 ETF | 33.79% | 2,567,736 | $1.9B | Reduce -0.4% |
| VEU Vanguard Ftse All-World Ex-U | 4.77% | 3,242,810 | $271.6M | Add +4.4% |
| IEMG iShares Core MSCI Emerging | 4.41% | 3,029,806 | $251.0M | Add +7.5% |
| GVI iShares Intermediate Governm | 4.21% | 2,259,954 | $239.8M | Add +2.5% |
| AAPL Apple Inc. | 3.08% | 605,835 | $175.3M | Reduce -3.0% |
| OAKM Oakmark US Large Cap ETF | 2.88% | 5,819,404 | $163.9M | Reduce -4.5% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 2.45% | 2,278,337 | $139.2M | Reduce -4.2% |
| NVDA Nvidia Corp. | 2.22% | 631,150 | $126.3M | Reduce -1.6% |
| MSFT Microsoft Corp. | 2.09% | 319,518 | $119.2M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 1.95% | 464,512 | $110.7M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 1.83% | 290,662 | $103.9M | Reduce -2.2% |
| GOOG Alphabet Inc. Class C | 1.33% | 213,613 | $75.5M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.24% | 94,139 | $70.3M | Add +2.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.22% | 187,376 | $69.3M | Add +10.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.14% | 135,313 | $64.6M | Add +1.4% |
| LLY Eli Lilly & Co. | 1.07% | 50,791 | $60.9M | Add +0.0% |
| MUB iShares National Muni Bond E | 1.04% | 547,382 | $58.9M | Reduce -23.7% |
| JPM JPMorgan Chase & Co. | 0.92% | 159,923 | $52.3M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.82% | 184,823 | $46.9M | Reduce -1.5% |
| WMT Walmart Inc. | 0.81% | 409,349 | $46.4M | Reduce -1.6% |
| VEA Vanguard Ftse Developed ETF | 0.81% | 647,439 | $46.1M | Add +4.0% |
| HD Home Depot Inc. | 0.77% | 124,683 | $44.0M | Reduce -5.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.65% | 244,317 | $37.0M | Reduce -1.9% |
| V Visa Inc. Class A | 0.62% | 102,208 | $35.1M | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 67,929 | $34.0M | Add +0.4% |
| AVGO Broadcom Inc. | 0.54% | 82,004 | $31.0M | Add +11.4% |
| VOO Vanguard S&P 500 ETF | 0.54% | 44,351 | $30.5M | Reduce -2.6% |
| MA Mastercard Inc. Class A | 0.49% | 54,084 | $27.8M | Reduce -0.6% |
| VXUS Vanguard Total Intl Stock | 0.43% | 286,869 | $24.5M | No change |
| META Meta Platforms Inc. Class A | 0.42% | 42,598 | $24.0M | Reduce -8.1% |
| XOM Exxon Mobil Corp. | 0.41% | 169,482 | $23.2M | Add +35.1% |
| LIN Linde PLC | 0.39% | 42,924 | $22.3M | Add +2.8% |
| ABT Abbott Laboratories | 0.37% | 234,440 | $21.3M | Reduce -22.9% |
| PWR Quanta Services Inc. | 0.37% | 29,378 | $21.2M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.36% | 27,760 | $20.4M | Add +12.0% |
| MRSH Marsh & McLennan Cos | 0.36% | 121,874 | $20.3M | No change |
| PG The Procter & Gamble Co. | 0.34% | 130,732 | $19.2M | Reduce -12.9% |
| IWF iShares Russell 1000 Growth | 0.33% | 153,044 | $19.0M | Add +0.5% |
| CATH Global X S&P 500 Ca Val ETF | 0.32% | 207,035 | $18.3M | Add +26.3% |
| ABBV Abbvie Inc. | 0.32% | 71,634 | $18.0M | Reduce -4.1% |
| WCN Waste Connections Inc. | 0.30% | 104,059 | $17.3M | Reduce -1.7% |
| VT Vanguard Tot World STK ETF | 0.29% | 105,217 | $16.5M | Add +6.6% |
| KO The Coca-Cola Co. | 0.29% | 200,743 | $16.3M | Add +0.5% |
| AMAT Applied Materials Inc. | 0.29% | 22,451 | $16.2M | Reduce -11.9% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.28% | 58,067 | $15.9M | No change |
| AXP American Express Co. | 0.27% | 46,033 | $15.6M | Reduce -2.6% |
| GLD SPDR Gold Shares | 0.27% | 41,746 | $15.4M | Add +12.6% |
| MSCI MSCI Inc. | 0.26% | 26,781 | $15.0M | Add +0.2% |
| BKNG Booking Holdings Inc. | 0.26% | 82,770 | $14.8M | Reduce -1.7% |
| PGR Progressive Corp. | 0.25% | 64,822 | $14.2M | Add +1.1% |
| PEP Pepsico Inc. | 0.23% | 97,704 | $13.2M | Reduce -4.3% |
| SGOL Abrdn Physical Gold Shares | 0.22% | 333,575 | $12.8M | Reduce -1.2% |
| CNI Canadian Natl Railway Co. | 0.22% | 102,964 | $12.3M | Reduce -19.0% |
| UBER Uber Technologies Inc. | 0.21% | 168,971 | $12.2M | Add +11.0% |
| MRK Merck & Co. Inc. | 0.21% | 94,736 | $12.2M | Reduce -7.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.21% | 16 | $12.0M | No change |
| CSCO Cisco Systems Inc. | 0.21% | 100,541 | $11.8M | Reduce -3.2% |
| CEFA Global X S&P Cath Val Devel | 0.19% | 275,628 | $10.9M | Add +35.7% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 136,239 | $10.5M | Reduce -7.1% |
| NFLX Netflix Inc. | 0.18% | 144,421 | $10.3M | Add +35.7% |
| INTC Intel Corp. | 0.18% | 73,659 | $10.3M | Add +0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 43,319 | $10.3M | Reduce -12.1% |
| VMC Vulcan Materials Co. | 0.18% | 34,624 | $10.2M | Add +4.6% |
| EMR Emerson Electric Co. | 0.18% | 71,220 | $10.2M | Reduce -7.1% |
| CAT Caterpillar Inc. | 0.18% | 9,496 | $10.1M | Add +0.5% |
| ADP Automatic Data Processing | 0.17% | 44,441 | $10.0M | Reduce -5.2% |
| IGV iShares Expanded Tech-Softwa | 0.17% | 106,071 | $9.6M | Add +9.9% |
| MU Micron Technology Inc. | 0.17% | 8,232 | $9.5M | Add +47.0% |
| COST Costco Wholesale Corp. | 0.15% | 9,207 | $8.6M | Reduce -3.6% |
| EPD Enterprise Products Partners | 0.15% | 229,260 | $8.4M | Reduce -1.2% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 38,971 | $8.3M | Reduce -9.8% |
| ADBE Adobe Inc. | 0.14% | 39,678 | $8.1M | Reduce -14.2% |
| VRSK Verisk Analytics Inc. | 0.14% | 44,770 | $8.0M | New |
| GE General Electric filed as GE AEROSPACE | 0.14% | 20,910 | $7.8M | Reduce -1.4% |
| DHR Danaher Corp. | 0.14% | 40,758 | $7.8M | Reduce -5.3% |
| EW Edwards Lifesciences Corp. | 0.13% | 81,098 | $7.3M | Reduce -16.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 73,090 | $7.0M | Reduce -9.0% |
| ECL Ecolab Inc. | 0.12% | 24,990 | $7.0M | Reduce -15.3% |
| RTX RTX Corp. | 0.12% | 34,952 | $6.6M | Reduce -0.3% |
| GEV GE Vernova Inc. | 0.11% | 5,548 | $6.5M | Add +5.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.11% | 65,374 | $6.3M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 69,079 | $6.0M | Reduce -0.7% |
| ACWV iShares MSCI Global Min Vol | 0.10% | 49,288 | $5.9M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 20,673 | $5.8M | Add +2.7% |
| MCD McDonald's Corp. | 0.10% | 20,733 | $5.6M | Reduce -7.0% |
| PANW Palo Alto Networks Inc. | 0.10% | 16,285 | $5.6M | Add +0.3% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.10% | 55,232 | $5.5M | Reduce -17.6% |
| COP Conocophillips | 0.10% | 52,226 | $5.4M | Reduce -1.3% |
| TSLA Tesla Inc. | 0.10% | 12,880 | $5.4M | Add +2.3% |
| AMP Ameriprise Financial Inc. | 0.09% | 11,540 | $5.3M | Reduce -11.2% |
| LRCX Lam Research Corp. | 0.09% | 12,144 | $5.3M | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 0.09% | 50,224 | $5.2M | Reduce -6.4% |
| ADI Analog Devices Inc. | 0.09% | 12,578 | $5.0M | Reduce -0.8% |
| NEM Newmont Corp. | 0.09% | 52,742 | $4.9M | Reduce -2.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.09% | 50,878 | $4.9M | Add +1.2% |
| CVX Chevron Corp. | 0.09% | 29,366 | $4.9M | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 9,506 | $4.8M | Reduce -6.9% |
| MINV Matthews Asia Innovators Act | 0.08% | 81,742 | $4.7M | New |
| CB Chubb Ltd. | 0.08% | 13,681 | $4.7M | No change |
| NVS Novartis AG-Sponsored ADR | 0.08% | 29,237 | $4.6M | Reduce -4.1% |
Portfolio Sells Q1 2026 → Q2 2026
| MUB iShares National Muni Bond E | Reduce -23.7% | 1.04% | −0.46 |
| OAKM Oakmark US Large Cap ETF | Reduce -4.5% | 2.88% | −0.41 |
| MSFT Microsoft Corp. | Reduce -1.6% | 2.09% | −0.26 |
| ABT Abbott Laboratories | Reduce -22.9% | 0.37% | −0.24 |
| WMT Walmart Inc. | Reduce -1.6% | 0.81% | −0.20 |
| TJX TJX Companies Inc. | Reduce -1.9% | 0.65% | −0.13 |
| CP Canadian Pacific Kansas City | Reduce -68.5% | 0.05% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -8.1% | 0.42% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -12.9% | 0.34% | −0.09 |
| PEP Pepsico Inc. | Reduce -4.3% | 0.23% | −0.08 |
| ADBE Adobe Inc. | Reduce -14.2% | 0.14% | −0.08 |
| HD Home Depot Inc. | Reduce -5.5% | 0.77% | −0.08 |
| JNJ Johnson & Johnson | Reduce -1.5% | 0.82% | −0.07 |
| SGOL Abrdn Physical Gold Shares | Reduce -1.2% | 0.22% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -0.6% | 0.49% | −0.04 |
| ALC Alcon Inc. | Reduce -47.0% | 0.03% | −0.04 |
| COP Conocophillips | Reduce -1.3% | 0.10% | −0.04 |
| CNI Canadian Natl Railway Co. | Reduce -19.0% | 0.22% | −0.04 |
| MCD McDonald's Corp. | Reduce -7.0% | 0.10% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -3.6% | 0.15% | −0.04 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -17.6% | 0.10% | −0.03 |
| WCN Waste Connections Inc. | Reduce -1.7% | 0.30% | −0.03 |
| ECL Ecolab Inc. | Reduce -15.3% | 0.12% | −0.03 |
| HON Honeywell International Inc. | Reduce -3.0% | 0.02% | −0.03 |
| DIS The Walt Disney Co. | Reduce -9.0% | 0.12% | −0.03 |
| NEM Newmont Corp. | Reduce -2.2% | 0.09% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -12.1% | 0.18% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -7.1% | 0.21% | −0.03 |
| CTSH Cognizant Tech Solutions-A | Reduce -24.7% | 0.02% | −0.03 |
| VNT Vontier Corp. | Reduce -70.9% | 0.01% | −0.03 |
| EPD Enterprise Products Partners | Reduce -1.2% | 0.15% | −0.02 |
| ACN Accenture PLC Class A | Reduce -17.7% | 0.02% | −0.02 |
| DHR Danaher Corp. | Reduce -5.3% | 0.14% | −0.02 |
| EW Edwards Lifesciences Corp. | Reduce -16.4% | 0.13% | −0.02 |
| AMGN Amgen Inc. | Reduce -15.7% | 0.08% | −0.02 |
| SPGI S&P Global Inc. | Reduce -8.9% | 0.08% | −0.02 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -4.2% | 2.45% | −0.02 |
| ATR Aptargroup Inc. | Reduce -18.9% | 0.05% | −0.02 |
| AMP Ameriprise Financial Inc. | Reduce -11.2% | 0.09% | −0.02 |
| AAPL Apple Inc. | Reduce -3.0% | 3.08% | −0.02 |
| TYL Tyler Technologies Inc. | Reduce -9.0% | 0.04% | −0.02 |
| PFE Pfizer Inc. | Reduce -0.8% | 0.06% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -1.7% | 0.26% | −0.02 |
| EMR Emerson Electric Co. | Reduce -7.1% | 0.18% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -16.0% | 0.08% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -9.8% | 0.15% | −0.02 |
| RTX RTX Corp. | Reduce -0.3% | 0.12% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -4.0% | 0.06% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.9% | 0.08% | −0.01 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| IEMG iShares Core MSCI Emerging | Add +7.5% | 4.41% | +0.56 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.4% | 1.14% | +0.25 |
| VEU Vanguard Ftse All-World Ex-U | Add +4.4% | 4.77% | +0.21 |
| LLY Eli Lilly & Co. | Add +0.0% | 1.07% | +0.16 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.2% | 1.22% | +0.15 |
| VRSK Verisk Analytics Inc. | New | 0.14% | +0.14 |
| MU Micron Technology Inc. | Add +47.0% | 0.17% | +0.13 |
| INTC Intel Corp. | Add +0.6% | 0.18% | +0.12 |
| AVGO Broadcom Inc. | Add +11.4% | 0.54% | +0.10 |
| MINV Matthews Asia Innovators Act | New | 0.08% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.0% | 0.36% | +0.08 |
| CATH Global X S&P 500 Ca Val ETF | Add +26.3% | 0.32% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.1% | 1.24% | +0.06 |
| CAT Caterpillar Inc. | Add +0.5% | 0.18% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +0.3% | 0.10% | +0.05 |
| CEFA Global X S&P Cath Val Devel | Add +35.7% | 0.19% | +0.05 |
| LRCX Lam Research Corp. | Add +0.5% | 0.09% | +0.04 |
| AMD Advanced Micro Devices | Add +0.7% | 0.06% | +0.04 |
| USHY iShares Broad Usd High Yield | Add +107.6% | 0.08% | +0.04 |
| FTNT Fortinet Inc. | Add +0.1% | 0.08% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +4.0% | 0.81% | +0.03 |
| KLAC KLA Corp. | Add +0.5% | 0.06% | +0.03 |
| GEV GE Vernova Inc. | Add +5.9% | 0.11% | +0.03 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.02% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +6.6% | 0.29% | +0.02 |
| VGSH Vanguard Short-Term Treasury | New | 0.02% | +0.02 |
| VGIT Vanguard Intermediate-Term T | New | 0.02% | +0.02 |
| RNR Renaissancere Holdings Ltd. | Add +103.7% | 0.04% | +0.02 |
| WWD Woodward Inc. | New | 0.02% | +0.02 |
| IGV iShares Expanded Tech-Softwa | Add +9.9% | 0.17% | +0.02 |
| ETG Eaton Vance T/A GL DVD Incm | New | 0.02% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +0.5% | 0.33% | +0.02 |
| AME Ametek Inc. | New | 0.02% | +0.02 |
| BN Brookfield Corp. | New | 0.02% | +0.02 |
| XPO Xpo Inc. | New | 0.02% | +0.02 |
| RS Reliance Inc. | New | 0.01% | +0.01 |
| GLW Corning Inc. | Add +0.0% | 0.03% | +0.01 |
| ETV Eaton Vance T/M Buy-Writ Opp | New | 0.01% | +0.01 |
| TER Teradyne Inc. | Add +34.0% | 0.02% | +0.01 |
| HAS Hasbro Inc. | New | 0.01% | +0.01 |
| Q Qnity Electronics Inc. | Add +0.6% | 0.05% | +0.01 |
| BFS Saul Centers Inc. | New | 0.01% | +0.01 |
| CBRE CBRE Group Inc. Class A | New | 0.01% | +0.01 |
| SNDK Sandisk Corp. | New | 0.01% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Add +20.0% | 0.04% | +0.01 |
| XLK SS Technology Select Sector | Add +1.3% | 0.03% | +0.01 |
| DELL Dell Technologies -C | New | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +2.7% | 0.10% | +0.01 |
| SOXX iShares Semiconductor ETF | Add +0.7% | 0.02% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.0% | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 472 | $5.7B | IVV, VEU, IEMG, GVI, AAPL |
| Q1 2026 | 438 | $5.1B | IVV, GVI, VEU, IEMG, OAKM |
| Q4 2025 | 444 | $5.1B | IVV, OAKM, GVI, VEU, AAPL |
| Q3 2025 | 424 | $4.8B | IVV, OAKM, GVI, MSFT, AAPL |
| Q2 2025 | 477 | $4.6B | IVV, OAKM, SGOV, MSFT, MUB |
| Q1 2025 | 395 | $4.0B | IVV, MUB, AAPL, SPYX, MSFT |
| Q4 2024 | 402 | $4.2B | IVV, AAPL, MUB, MSFT, SPYX |
| Q3 2024 | 383 | $3.9B | IVV, MUB, AAPL, MSFT, SPYX |
| Q2 2024 | 377 | $3.8B | IVV, RSP, MSFT, MUB, SPYX |
| Q1 2024 | 405 | $3.7B | IVV, RSP, MUB, MSFT, SPYX |