Choate Investment Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Choate Investment Advisors reported 438 stock positions worth $5.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 32.9% of the portfolio, followed by iShares Intermediate Governm (GVI, 4.6%) and Vanguard Ftse All-World Ex-U (VEU, 4.6%). Compared with Q4 2025, it opened 24 new positions, sold out of 30, added to 160 and reduced 174. The biggest buy was iShares Core MSCI Emerging (IEMG, shares +7363%) and the biggest sale Oakmark US Large Cap ETF (OAKM, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001399794
- Portfolio Value
- $5.1B (Q1 2026)
- SEC Filing
- 0001398344-26-009072 ↗ filed May 13, 2026
Holdings Value
Holdings 438 stocks · $5.1B
| IVV iShares Core S&P 500 ETF | 32.94% | 2,576,994 | $1.7B | Add +5.5% |
| GVI iShares Intermediate Governm | 4.60% | 2,205,187 | $235.2M | Add +5.1% |
| VEU Vanguard Ftse All-World Ex-U | 4.56% | 3,104,806 | $233.2M | Add +4.3% |
| IEMG iShares Core MSCI Emerging | 3.85% | 2,819,485 | $196.7M | Add +7363.1% |
| OAKM Oakmark US Large Cap ETF | 3.29% | 6,094,109 | $168.0M | Reduce -32.5% |
| AAPL Apple Inc. | 3.10% | 624,254 | $158.4M | Add +0.1% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 2.47% | 2,377,793 | $126.1M | Reduce -0.1% |
| MSFT Microsoft Corp. | 2.35% | 324,686 | $120.2M | Reduce -0.2% |
| NVDA Nvidia Corp. | 2.19% | 641,725 | $111.9M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.93% | 473,418 | $98.6M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.67% | 297,195 | $85.5M | Reduce -0.9% |
| MUB iShares National Muni Bond E | 1.49% | 717,755 | $76.2M | Reduce -38.4% |
| GOOG Alphabet Inc. Class C | 1.23% | 219,400 | $62.9M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.17% | 92,230 | $60.0M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.07% | 169,996 | $54.5M | Add +0.7% |
| WMT Walmart Inc. | 1.01% | 416,008 | $51.7M | Reduce -3.6% |
| JPM JPMorgan Chase & Co. | 0.93% | 160,833 | $47.3M | Add +15.3% |
| LLY Eli Lilly & Co. | 0.91% | 50,788 | $46.7M | Add +5.4% |
| JNJ Johnson & Johnson | 0.90% | 187,559 | $45.8M | Reduce -3.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.88% | 133,480 | $45.1M | Reduce -3.8% |
| HD Home Depot Inc. | 0.85% | 131,885 | $43.4M | Reduce -10.5% |
| VEA Vanguard Ftse Developed ETF | 0.78% | 622,729 | $39.9M | Add +9.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.78% | 249,032 | $39.8M | Reduce -9.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 67,648 | $32.4M | Add +1.1% |
| V Visa Inc. Class A | 0.62% | 105,625 | $31.9M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.61% | 304,222 | $31.2M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.53% | 45,552 | $27.2M | Add +1.3% |
| MA Mastercard Inc. Class A | 0.53% | 54,414 | $27.2M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.52% | 46,325 | $26.5M | Add +8.4% |
| AVGO Broadcom Inc. | 0.45% | 73,585 | $22.8M | Add +41.4% |
| VXUS Vanguard Total Intl Stock | 0.43% | 286,869 | $22.1M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.42% | 150,060 | $21.7M | Reduce -6.1% |
| XOM Exxon Mobil Corp. | 0.42% | 125,433 | $21.3M | Add +1.6% |
| MRSH Marsh & McLennan Cos | 0.41% | 121,874 | $21.1M | Add +0.1% |
| LIN Linde PLC | 0.41% | 41,766 | $20.7M | Add +3.5% |
| WCN Waste Connections Inc. | 0.34% | 105,864 | $17.2M | Reduce -2.5% |
| ABBV Abbvie Inc. | 0.32% | 74,702 | $16.2M | Add +4.6% |
| IWF iShares Russell 1000 Growth | 0.32% | 38,072 | $16.2M | Reduce -2.9% |
| PWR Quanta Services Inc. | 0.32% | 29,467 | $16.2M | Add +1.7% |
| GLD SPDR Gold Shares | 0.31% | 37,066 | $15.9M | Reduce -5.6% |
| PEP Pepsico Inc. | 0.31% | 102,100 | $15.9M | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.30% | 199,716 | $15.2M | Add +15.5% |
| SGOL Abrdn Physical Gold Shares | 0.29% | 337,644 | $15.1M | Reduce -2.5% |
| MSCI MSCI Inc. | 0.28% | 26,739 | $14.4M | Reduce -3.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 24,791 | $14.3M | No change |
| AXP American Express Co. | 0.28% | 47,270 | $14.3M | Reduce -0.3% |
| BKNG Booking Holdings Inc. | 0.28% | 3,368 | $14.2M | Add +4.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.27% | 58,067 | $13.7M | No change |
| VT Vanguard Tot World STK ETF | 0.27% | 98,733 | $13.7M | Add +10.7% |
| CNI Canadian Natl Railway Co. | 0.26% | 127,054 | $13.1M | Reduce -2.4% |
| CATH Global X S&P 500 Ca Val ETF | 0.25% | 163,918 | $12.8M | Add +794.1% |
| PGR Progressive Corp. | 0.25% | 64,118 | $12.7M | Add +1.5% |
| MRK Merck & Co. Inc. | 0.24% | 102,005 | $12.3M | Add +3.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.22% | 16 | $11.5M | No change |
| ADBE Adobe Inc. | 0.22% | 46,217 | $11.2M | Reduce -12.9% |
| UBER Uber Technologies Inc. | 0.21% | 152,261 | $11.0M | Add +67.2% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 49,254 | $10.6M | Reduce -2.6% |
| NFLX Netflix Inc. | 0.20% | 106,431 | $10.2M | Add +172.8% |
| EMR Emerson Electric Co. | 0.20% | 76,652 | $10.0M | Reduce -2.8% |
| IJH iShares Core S&P Midcap ETF | 0.19% | 146,610 | $9.9M | Reduce -0.3% |
| ADP Automatic Data Processing | 0.19% | 46,899 | $9.5M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 0.19% | 9,556 | $9.5M | Reduce -8.3% |
| VMC Vulcan Materials Co. | 0.18% | 33,102 | $9.0M | Add +15.2% |
| EPD Enterprise Products Partners | 0.17% | 231,940 | $8.8M | Reduce -12.8% |
| AMAT Applied Materials Inc. | 0.17% | 25,477 | $8.7M | Add +1.6% |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 43,206 | $8.3M | Reduce -11.2% |
| DHR Danaher Corp. | 0.16% | 43,016 | $8.2M | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.16% | 103,864 | $8.1M | Add +0.8% |
| ECL Ecolab Inc. | 0.15% | 29,519 | $7.9M | Reduce -8.6% |
| CP Canadian Pacific Kansas City | 0.15% | 98,845 | $7.8M | Add +0.5% |
| EW Edwards Lifesciences Corp. | 0.15% | 97,061 | $7.8M | Reduce -10.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 80,358 | $7.7M | Add +0.9% |
| IGV iShares Expanded Tech-Softwa | 0.15% | 96,468 | $7.7M | New |
| CEFA Global X S&P Cath Val Devel | 0.15% | 203,136 | $7.5M | New |
| COP Conocophillips | 0.14% | 52,908 | $7.0M | Reduce -10.4% |
| MCD McDonald's Corp. | 0.14% | 22,289 | $6.9M | Reduce -4.2% |
| RTX RTX Corp. | 0.13% | 35,044 | $6.8M | Add +15.7% |
| CAT Caterpillar Inc. | 0.13% | 9,446 | $6.7M | Add +0.9% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.13% | 67,021 | $6.7M | Reduce -13.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.12% | 65,915 | $6.1M | Add +9.1% |
| CVX Chevron Corp. | 0.12% | 29,120 | $6.0M | Reduce -15.7% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 21,215 | $6.0M | Reduce -0.9% |
| ACWV iShares MSCI Global Min Vol | 0.12% | 49,288 | $5.9M | New |
| NEM Newmont Corp. | 0.11% | 53,905 | $5.8M | Add +5.9% |
| AMP Ameriprise Financial Inc. | 0.11% | 13,001 | $5.8M | Reduce -1.9% |
| EFA iShares MSCI Eafe ETF | 0.10% | 53,681 | $5.2M | Add +9.0% |
| AMGN Amgen Inc. | 0.10% | 14,455 | $5.1M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 11,590 | $5.1M | Reduce -6.0% |
| SPGI S&P Global Inc. | 0.10% | 11,842 | $5.0M | Reduce -7.3% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 10,207 | $5.0M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 20,136 | $4.9M | Add +2.9% |
| IAU iShares Gold Trust | 0.09% | 53,409 | $4.7M | Add +35.8% |
| XLV SS Health Care Select Sector | 0.09% | 32,107 | $4.7M | Reduce -3.2% |
| TSLA Tesla Inc. | 0.09% | 12,591 | $4.7M | Reduce -6.2% |
| NVS Novartis AG-Sponsored ADR | 0.09% | 30,492 | $4.7M | Reduce -2.1% |
| GEV GE Vernova Inc. | 0.09% | 5,240 | $4.6M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.09% | 50,291 | $4.6M | Add +13.1% |
| ORCL Oracle Corp. | 0.09% | 30,332 | $4.5M | Add +25.6% |
| CB Chubb Ltd. | 0.09% | 13,681 | $4.5M | Reduce -1.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.08% | 13,450 | $4.1M | Reduce -3.0% |
Portfolio Sells Q4 2025 → Q1 2026
| OAKM Oakmark US Large Cap ETF | Reduce -32.5% | 3.29% | −1.74 |
| MUB iShares National Muni Bond E | Reduce -38.4% | 1.49% | −0.96 |
| MSFT Microsoft Corp. | Reduce -0.2% | 2.35% | −0.74 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 1.93% | −0.22 |
| NVDA Nvidia Corp. | Reduce -0.7% | 2.19% | −0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 1.67% | −0.17 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -0.1% | 2.47% | −0.16 |
| HD Home Depot Inc. | Reduce -10.5% | 0.85% | −0.15 |
| ADBE Adobe Inc. | Reduce -12.9% | 0.22% | −0.14 |
| ABT Abbott Laboratories | Reduce -0.6% | 0.61% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -1.2% | 1.23% | −0.14 |
| V Visa Inc. Class A | Reduce -0.1% | 0.62% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.53% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 1.17% | −0.07 |
| AXP American Express Co. | Reduce -0.3% | 0.28% | −0.06 |
| ADP Automatic Data Processing | Reduce -1.7% | 0.19% | −0.05 |
| TJX TJX Companies Inc. | Reduce -9.6% | 0.78% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -2.9% | 0.32% | −0.05 |
| WCN Waste Connections Inc. | Reduce -2.5% | 0.34% | −0.04 |
| ALC Alcon Inc. | Reduce -28.2% | 0.07% | −0.03 |
| FISV Fiserv Inc. | Reduce -60.0% | 0.02% | −0.03 |
| IQV Iqvia Holdings Inc. | Reduce -62.9% | 0.01% | −0.03 |
| SPGI S&P Global Inc. | Reduce -7.3% | 0.10% | −0.03 |
| MSCI MSCI Inc. | Reduce -3.9% | 0.28% | −0.03 |
| EW Edwards Lifesciences Corp. | Reduce -10.1% | 0.15% | −0.03 |
| TYL Tyler Technologies Inc. | Reduce -7.4% | 0.06% | −0.03 |
| TSLA Tesla Inc. | Reduce -6.2% | 0.09% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -6.1% | 0.42% | −0.03 |
| VNT Vontier Corp. | Reduce -39.6% | 0.03% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -40.7% | 0.02% | −0.02 |
| ATR Aptargroup Inc. | Reduce -24.3% | 0.08% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -11.2% | 0.16% | −0.02 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -13.6% | 0.13% | −0.02 |
| ACN Accenture PLC Class A | Reduce -6.5% | 0.04% | −0.02 |
| CTSH Cognizant Tech Solutions-A | Reduce -5.5% | 0.04% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 0.10% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.0% | 0.10% | −0.02 |
| GIS General Mills Inc. | Reduce -0.9% | 0.07% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -26.2% | 0.02% | −0.02 |
| AKRE Akre Focus ETF | Sold out | 0.00% | −0.02 |
| AMP Ameriprise Financial Inc. | Reduce -1.9% | 0.11% | −0.01 |
| BX Blackstone Inc. | Reduce -18.4% | 0.02% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -45.6% | 0.02% | −0.01 |
| MMM 3M Co. | Reduce -6.8% | 0.07% | −0.01 |
| BITB Bitwise Bitcoin ETF | Reduce -49.3% | 0.01% | −0.01 |
| CRM Salesforce Inc. | Reduce -9.3% | 0.02% | −0.01 |
| ECL Ecolab Inc. | Reduce -8.6% | 0.15% | −0.01 |
| GE General Electric | Reduce -0.9% | 0.12% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -8.4% | 0.06% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -5.2% | 0.05% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IEMG iShares Core MSCI Emerging | Add +7363.1% | 3.85% | +3.80 |
| VEU Vanguard Ftse All-World Ex-U | Add +4.3% | 4.56% | +0.27 |
| CATH Global X S&P 500 Ca Val ETF | Add +794.1% | 0.25% | +0.22 |
| GVI iShares Intermediate Governm | Add +5.1% | 4.60% | +0.18 |
| IGV iShares Expanded Tech-Softwa | New | 0.15% | +0.15 |
| CEFA Global X S&P Cath Val Devel | New | 0.15% | +0.15 |
| NFLX Netflix Inc. | Add +172.8% | 0.20% | +0.13 |
| XOM Exxon Mobil Corp. | Add +1.6% | 0.42% | +0.13 |
| ACWV iShares MSCI Global Min Vol | New | 0.12% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +5.5% | 32.94% | +0.10 |
| AVGO Broadcom Inc. | Add +41.4% | 0.45% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +9.3% | 0.78% | +0.08 |
| PWR Quanta Services Inc. | Add +1.7% | 0.32% | +0.08 |
| UBER Uber Technologies Inc. | Add +67.2% | 0.21% | +0.07 |
| LIN Linde PLC | Add +3.5% | 0.41% | +0.07 |
| KO The Coca-Cola Co. | Add +15.5% | 0.30% | +0.06 |
| AMAT Applied Materials Inc. | Add +1.6% | 0.17% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +15.3% | 0.93% | +0.04 |
| MRK Merck & Co. Inc. | Add +3.6% | 0.24% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +136.0% | 0.06% | +0.03 |
| SEB Seaboard Corp. | Add +213.9% | 0.04% | +0.03 |
| IAU iShares Gold Trust | Add +35.8% | 0.09% | +0.03 |
| CAT Caterpillar Inc. | Add +0.9% | 0.13% | +0.03 |
| SHY iShares 1-3 Year Treasury Bo | Add +158.5% | 0.04% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +8.6% | 0.06% | +0.02 |
| RTX RTX Corp. | Add +15.7% | 0.13% | +0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Add +155.9% | 0.04% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +10.7% | 0.27% | +0.02 |
| C Citigroup Inc. | Add +101.1% | 0.04% | +0.02 |
| DE Deere & Co. | Add +15.8% | 0.07% | +0.02 |
| BP BP PLC-Spons ADR | Add +2.2% | 0.06% | +0.02 |
| MU Micron Technology Inc. | Add +51.6% | 0.04% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +121.0% | 0.03% | +0.02 |
| VMC Vulcan Materials Co. | Add +15.2% | 0.18% | +0.02 |
| NEM Newmont Corp. | Add +5.9% | 0.11% | +0.01 |
| VLO Valero Energy Corp. | New | 0.01% | +0.01 |
| VCEB Vanguard ESG US Corp. Bond | Add +151.7% | 0.02% | +0.01 |
| IAUM iShares Gold Trust Micro | Add +25.9% | 0.05% | +0.01 |
| INTC Intel Corp. | Add +3.4% | 0.06% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +13.1% | 0.09% | +0.01 |
| ODFL Old Dominion Freight Line | Add +1.7% | 0.05% | +0.01 |
| CTVA Corteva Inc. | Add +1.4% | 0.05% | +0.01 |
| UNP Union Pacific Corp. | Add +10.0% | 0.08% | +0.01 |
| CP Canadian Pacific Kansas City | Add +0.5% | 0.15% | +0.01 |
| SLB SLB Ltd. | Add +1.3% | 0.04% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +9.0% | 0.10% | +0.01 |
| WMB Williams Cos Inc. | Add +0.5% | 0.05% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +9.1% | 0.12% | +0.01 |
| KLAC KLA Corp. | Add +8.1% | 0.03% | +0.01 |
| TPL Texas Pacific Land Corp. | Add +0.2% | 0.02% | +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 |