§ 13F · FUND PROFILE
Choate Investment Advisors.
AUM · $5.7B (13F)Positions · 472Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 2.57M | $1.9B | 33.8% | ±0% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 3.24M | $272M | 4.8% | +4% |
| 3 | IEMG | ISHARES INC | 3.03M | $251M | 4.4% | +7% |
| 4 | GVI | ISHARES TR | 2.26M | $240M | 4.2% | +2% |
| 5 | AAPL | APPLE INC | 606K | $175M | 3.1% | −3% |
| 6 | OAKM | HARRIS OAKMARK ETF TRUST | 5.82M | $164M | 2.9% | −5% |
| 7 | SPYX | SPDR SERIES TRUST | 2.28M | $139M | 2.4% | −4% |
| 8 | NVDA | NVIDIA CORPORATION | 631K | $126M | 2.2% | −2% |
| 9 | MSFT | MICROSOFT CORP | 320K | $119M | 2.1% | −2% |
| 10 | AMZN | AMAZON COM INC | 465K | $111M | 1.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHOATE SIGNAL
AC read
Choate Investment Advisors is a Other fund managing $5.7 billion in assets. The fund runs a broad portfolio of 472 positions.
Read the full dossier →