§ 13F · FUND PROFILE
Choate Investment Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.8B (13F)Positions · 424Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 2.58M | $1.7B | 32.9% | +5% |
| 2 | GVI | ISHARES TR | 2.21M | $235M | 4.6% | +5% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 3.10M | $233M | 4.6% | +4% |
| 4 | IEMG | ISHARES INC | 2.82M | $197M | 3.8% | +7363% |
| 5 | OAKM | HARRIS OAKMARK ETF TRUST | 6.09M | $168M | 3.3% | −32% |
| 6 | AAPL | APPLE INC | 624K | $158M | 3.1% | ±0% |
| 7 | SPYX | SPDR SERIES TRUST | 2.38M | $126M | 2.5% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 325K | $120M | 2.4% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 642K | $112M | 2.2% | −1% |
| 10 | AMZN | AMAZON COM INC | 473K | $99M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHOATE SIGNAL
AC read
Choate Investment Advisors is a Other fund managing $4.8 billion in assets. The fund runs a broad portfolio of 424 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed