Choate Investment Advisors

BOSTON, MA

$5.7bn in 472 US stocks at the end of 30 June 2026. The top 10 are 61.9% of the money. It changed about 4.7% of the portfolio this quarter.

Value

$5.7bn

Stocks

472

Top 10 share

61.9%

Turnover

4.7%

What changed this quarter

New

Bought for the first time this quarter.

Verisk AnalyticsVRSK
0.1% of the fund
Matthews Asia FDSMINV
<0.1% of the fund
DuPont de NemoursDD
<0.1% of the fund
Vanguard Instl Index FDVBIL
<0.1% of the fund
Vanguard Scottsdale FDSVGSH
<0.1% of the fund
Vanguard Scottsdale FDSVGIT
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
WoodwardWWD
<0.1% of the fund
Eaton Vance Tax-Advantaged Global Dividend Income FundETG
<0.1% of the fund
AmetekAME
<0.1% of the fund
BrookfieldBN
<0.1% of the fund
XPOXPO
<0.1% of the fund
RelianceRS
<0.1% of the fund
Eaton Vance Tax-Managed Buy-Write Opportunities FundETV
<0.1% of the fund
HasbroHAS
<0.1% of the fund
Saul CentersBFS
<0.1% of the fund
Cbre GroupCBRE
<0.1% of the fund
SandiskSNDK
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Invesco Exch Traded FD TR IIQQQM
<0.1% of the fund
Wise GroupWSE
<0.1% of the fund
Marvell TechnologyMRVL
<0.1% of the fund
Woodside Energy GroupWDS
<0.1% of the fund
Western DigitalWDC
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Intl Equity Index FVEU
4.8% of the fund
+4%
IsharesIEMG
4.4% of the fund
+7%
Ishares TRGVI
4.2% of the fund
+2%
State STR Spdr S&P 500 ETF TSPY
1.2% of the fund
+2%
Vanguard Index FDSVTI
1.2% of the fund
+10%
Vanguard Tax-Managed FDSVEA
0.8% of the fund
+4%
BroadcomAVGO
0.5% of the fund
+11%
ExxonMobil HoldingsXOM
0.4% of the fund
+35%
LindeLIN
0.4% of the fund
+3%
Invesco QQQ TRQQQ
0.4% of the fund
+12%
Global X FDSCATH
0.3% of the fund
+26%
Vanguard Intl Equity Index FVT
0.3% of the fund
+7%
Spdr Gold TRGLD
0.3% of the fund
+13%
Uber TechnologiesUBER
0.2% of the fund
+11%
Global X FDSCEFA
0.2% of the fund
+36%
NetflixNFLX
0.2% of the fund
+36%
Vulcan MaterialsVMC
0.2% of the fund
+5%
Ishares TRIGV
0.2% of the fund
+10%
Micron TechnologyMU
0.2% of the fund
+47%
GE VernovaGEV
0.1% of the fund
+6%
International Business MachinesIBM
0.1% of the fund
+3%
TeslaTSLA
<0.1% of the fund
+2%
Ishares TRUSHY
<0.1% of the fund
+108%
Vanguard Index FDSVTV
<0.1% of the fund
+3%
Vanguard World FDVSGX
<0.1% of the fund
+20%

Cut

Sold some of their stake.

AppleAAPL
3.1% of the fund
-3%
Harris Oakmark ETF TrustOAKM
2.9% of the fund
-5%
Spdr Series TrustSPYX
2.4% of the fund
-4%
AlphabetGOOGL
1.8% of the fund
-2%
AlphabetGOOG
1.3% of the fund
-3%
Ishares TRMUB
1.0% of the fund
-24%
Home DepotHD
0.8% of the fund
-5%
VisaV
0.6% of the fund
-3%
Vanguard Index FDSVOO
0.5% of the fund
-3%
Meta PlatformsMETA
0.4% of the fund
-8%
Abbott LaboratoriesABT
0.4% of the fund
-23%
Procter & GamblePG
0.3% of the fund
-13%
AbbVieABBV
0.3% of the fund
-4%
Applied MaterialsAMAT
0.3% of the fund
-12%
American ExpressAXP
0.3% of the fund
-3%
PepsiCoPEP
0.2% of the fund
-4%
Canadian National RailwayCNI
0.2% of the fund
-19%
MerckMRK
0.2% of the fund
-7%
Cisco SystemsCSCO
0.2% of the fund
-3%
Ishares TRIJH
0.2% of the fund
-7%
Vanguard Specialized FundsVIG
0.2% of the fund
-12%
Emerson ElectricEMR
0.2% of the fund
-7%
Automatic Data ProcessingADP
0.2% of the fund
-5%
Costco WholesaleCOST
0.2% of the fund
-4%
Invesco Exchange Traded FD TRSP
0.1% of the fund
-10%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
DuPont de NemoursDD
-100%
Hologic
-100%
GE HealthCare TechnologiesGEHC
-100%
ZoetisZTS
-100%
Coterra EnergyCTRA
-100%
Regeneron PharmaceuticalsREGN
-100%
PayPal HoldingsPYPL
-100%
Abrdn Silver ETF TrustSIVR
-100%
Edison InternationalEIX
-100%
HCA HealthcareHCA
-100%
Keurig Dr PepperKDP
-100%
Omnicom GroupOMC
-100%
TrimbleTRMB
-100%
Cheniere EnergyLNG
-100%
Kalvista Pharmaceuticals
-100%

Holdings

Ishares TRIVV
Share
33.8%
Value
$1.9bn
Shares
2,567,736
Held
Vanguard Intl Equity Index FVEU
Share
4.8%
Value
$272m
Shares
3,242,810
+4%
IsharesIEMG
Share
4.4%
Value
$251m
Shares
3,029,806
+7%
Ishares TRGVI
Share
4.2%
Value
$240m
Shares
2,259,954
+2%
AppleAAPL
Share
3.1%
Value
$175m
Shares
605,835
-3%
Harris Oakmark ETF TrustOAKM
Share
2.9%
Value
$164m
Shares
5,819,404
-5%
Spdr Series TrustSPYX
Share
2.4%
Value
$139m
Shares
2,278,337
-4%
NvidiaNVDA
Share
2.2%
Value
$126m
Shares
631,150
Held
MicrosoftMSFT
Share
2.1%
Value
$119m
Shares
319,518
Held
Amazon.comAMZN
Share
1.9%
Value
$111m
Shares
464,512
Held
AlphabetGOOGL
Share
1.8%
Value
$104m
Shares
290,662
-2%
AlphabetGOOG
Share
1.3%
Value
$75m
Shares
213,613
-3%
State STR Spdr S&P 500 ETF TSPY
Share
1.2%
Value
$70m
Shares
94,139
+2%
Vanguard Index FDSVTI
Share
1.2%
Value
$69m
Shares
187,376
+10%
Taiwan Semiconductor ManufacturingTSM
Share
1.1%
Value
$65m
Shares
135,313
Held
Eli LillyLLY
Share
1.1%
Value
$61m
Shares
50,791
Held
Ishares TRMUB
Share
1.0%
Value
$59m
Shares
547,382
-24%
JPMorgan ChaseJPM
Share
0.9%
Value
$52m
Shares
159,923
Held
Johnson & JohnsonJNJ
Share
0.8%
Value
$47m
Shares
184,823
Held
WalmartWMT
Share
0.8%
Value
$46m
Shares
409,349
Held
Vanguard Tax-Managed FDSVEA
Share
0.8%
Value
$46m
Shares
647,439
+4%
Home DepotHD
Share
0.8%
Value
$44m
Shares
124,683
-5%
TJX CompaniesTJX
Share
0.7%
Value
$37m
Shares
244,317
Held
VisaV
Share
0.6%
Value
$35m
Shares
102,208
-3%
Berkshire HathawayBRK-B
Share
0.6%
Value
$34m
Shares
67,929
Held
BroadcomAVGO
Share
0.5%
Value
$31m
Shares
82,004
+11%
Vanguard Index FDSVOO
Share
0.5%
Value
$30m
Shares
44,351
-3%
MastercardMA
Share
0.5%
Value
$28m
Shares
54,084
Held
Vanguard Star FDSVXUS
Share
0.4%
Value
$25m
Shares
286,869
Held
Meta PlatformsMETA
Share
0.4%
Value
$24m
Shares
42,598
-8%
ExxonMobil HoldingsXOM
Share
0.4%
Value
$23m
Shares
169,482
+35%
LindeLIN
Share
0.4%
Value
$22m
Shares
42,924
+3%
Abbott LaboratoriesABT
Share
0.4%
Value
$21m
Shares
234,440
-23%
Quanta ServicesPWR
Share
0.4%
Value
$21m
Shares
29,378
Held
Invesco QQQ TRQQQ
Share
0.4%
Value
$20m
Shares
27,760
+12%
Marsh & McLennan CompaniesMRSH
Share
0.4%
Value
$20m
Shares
121,874
Held
Procter & GamblePG
Share
0.3%
Value
$19m
Shares
130,732
-13%
Ishares TRIWF
Share
0.3%
Value
$19m
Shares
153,044
Held
Global X FDSCATH
Share
0.3%
Value
$18m
Shares
207,035
+26%
AbbVieABBV
Share
0.3%
Value
$18m
Shares
71,634
-4%
Waste ConnectionsWCN
Share
0.3%
Value
$17m
Shares
104,059
Held
Vanguard Intl Equity Index FVT
Share
0.3%
Value
$17m
Shares
105,217
+7%
Coca-ColaKO
Share
0.3%
Value
$16m
Shares
200,743
Held
Applied MaterialsAMAT
Share
0.3%
Value
$16m
Shares
22,451
-12%
Vanguard World FDMGC
Share
0.3%
Value
$16m
Shares
58,067
Held
American ExpressAXP
Share
0.3%
Value
$16m
Shares
46,033
-3%
Spdr Gold TRGLD
Share
0.3%
Value
$15m
Shares
41,746
+13%
MsciMSCI
Share
0.3%
Value
$15m
Shares
26,781
Held
Booking HoldingsBKNG
Share
0.3%
Value
$15m
Shares
82,770
Held
ProgressivePGR
Share
0.2%
Value
$14m
Shares
64,822
Held
PepsiCoPEP
Share
0.2%
Value
$13m
Shares
97,704
-4%
Etfs Gold TRSGOL
Share
0.2%
Value
$13m
Shares
333,575
Held
Canadian National RailwayCNI
Share
0.2%
Value
$12m
Shares
102,964
-19%
Uber TechnologiesUBER
Share
0.2%
Value
$12m
Shares
168,971
+11%
MerckMRK
Share
0.2%
Value
$12m
Shares
94,736
-7%
Berkshire Hathaway INC DELBRK-A
Share
0.2%
Value
$12m
Shares
16
Held
Cisco SystemsCSCO
Share
0.2%
Value
$12m
Shares
100,541
-3%
Global X FDSCEFA
Share
0.2%
Value
$11m
Shares
275,628
+36%
Ishares TRIJH
Share
0.2%
Value
$11m
Shares
136,239
-7%
NetflixNFLX
Share
0.2%
Value
$10m
Shares
144,421
+36%
IntelINTC
Share
0.2%
Value
$10m
Shares
73,659
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$10m
Shares
43,319
-12%
Vulcan MaterialsVMC
Share
0.2%
Value
$10m
Shares
34,624
+5%
Emerson ElectricEMR
Share
0.2%
Value
$10m
Shares
71,220
-7%
CaterpillarCAT
Share
0.2%
Value
$10m
Shares
9,496
Held
Automatic Data ProcessingADP
Share
0.2%
Value
$10m
Shares
44,441
-5%
Ishares TRIGV
Share
0.2%
Value
$10m
Shares
106,071
+10%
Micron TechnologyMU
Share
0.2%
Value
$10m
Shares
8,232
+47%
Costco WholesaleCOST
Share
0.2%
Value
$9m
Shares
9,207
-4%
Enterprise Products Partners L.P.EPD
Share
0.1%
Value
$8m
Shares
229,260
Held
Invesco Exchange Traded FD TRSP
Share
0.1%
Value
$8m
Shares
38,971
-10%
AdobeADBE
Share
0.1%
Value
$8m
Shares
39,678
-14%
Verisk AnalyticsVRSK
Share
0.1%
Value
$8m
Shares
44,770
New
General ElectricGE
Share
0.1%
Value
$8m
Shares
20,910
Held
DanaherDHR
Share
0.1%
Value
$8m
Shares
40,758
-5%
Edwards LifesciencesEW
Share
0.1%
Value
$7m
Shares
81,098
-16%
Walt DisneyDIS
Share
0.1%
Value
$7m
Shares
73,090
-9%
EcolabECL
Share
0.1%
Value
$7m
Shares
24,990
-15%
RTXRTX
Share
0.1%
Value
$7m
Shares
34,952
Held
GE VernovaGEV
Share
0.1%
Value
$7m
Shares
5,548
+6%
Ishares TRUSMV
Share
0.1%
Value
$6m
Shares
65,374
Held
Vanguard Index FDSVUG
Share
0.1%
Value
$6m
Shares
69,079
Held
IsharesACWV
Share
0.1%
Value
$6m
Shares
49,288
Held
International Business MachinesIBM
Share
0.1%
Value
$6m
Shares
20,673
+3%
McDonald'sMCD
Share
<0.1%
Value
$6m
Shares
20,733
-7%
Palo Alto NetworksPANW
Share
<0.1%
Value
$6m
Shares
16,285
Held
Spdr Series TrustBILS
Share
<0.1%
Value
$5m
Shares
55,232
-18%
ConocoPhillipsCOP
Share
<0.1%
Value
$5m
Shares
52,226
Held
TeslaTSLA
Share
<0.1%
Value
$5m
Shares
12,880
+2%
Ameriprise FinancialAMP
Share
<0.1%
Value
$5m
Shares
11,540
-11%
Lam ResearchLRCX
Share
<0.1%
Value
$5m
Shares
12,144
Held
Ishares TREFA
Share
<0.1%
Value
$5m
Shares
50,224
-6%
Analog DevicesADI
Share
<0.1%
Value
$5m
Shares
12,578
Held
NewmontNEM
Share
<0.1%
Value
$5m
Shares
52,742
-2%
Ishares TRIEFA
Share
<0.1%
Value
$5m
Shares
50,878
Held
ChevronCVX
Share
<0.1%
Value
$5m
Shares
29,366
Held
Thermo Fisher ScientificTMO
Share
<0.1%
Value
$5m
Shares
9,506
-7%
Matthews Asia FDSMINV
Share
<0.1%
Value
$5m
Shares
81,742
New
ChubbCB
Share
<0.1%
Value
$5m
Shares
13,681
Held
Novartis AGNVS
Share
<0.1%
Value
$5m
Shares
29,237
-4%

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	33.8%	$1.9bn	2,567,736	Held
Vanguard Intl Equity Index FVEU	4.8%	$272m	3,242,810	+4%
IsharesIEMG	4.4%	$251m	3,029,806	+7%
Ishares TRGVI	4.2%	$240m	2,259,954	+2%
AppleAAPL	3.1%	$175m	605,835	-3%
Harris Oakmark ETF TrustOAKM	2.9%	$164m	5,819,404	-5%
Spdr Series TrustSPYX	2.4%	$139m	2,278,337	-4%
NvidiaNVDA	2.2%	$126m	631,150	Held
MicrosoftMSFT	2.1%	$119m	319,518	Held
Amazon.comAMZN	1.9%	$111m	464,512	Held
AlphabetGOOGL	1.8%	$104m	290,662	-2%
AlphabetGOOG	1.3%	$75m	213,613	-3%
State STR Spdr S&P 500 ETF TSPY	1.2%	$70m	94,139	+2%
Vanguard Index FDSVTI	1.2%	$69m	187,376	+10%
Taiwan Semiconductor ManufacturingTSM	1.1%	$65m	135,313	Held
Eli LillyLLY	1.1%	$61m	50,791	Held
Ishares TRMUB	1.0%	$59m	547,382	-24%
JPMorgan ChaseJPM	0.9%	$52m	159,923	Held
Johnson & JohnsonJNJ	0.8%	$47m	184,823	Held
WalmartWMT	0.8%	$46m	409,349	Held
Vanguard Tax-Managed FDSVEA	0.8%	$46m	647,439	+4%
Home DepotHD	0.8%	$44m	124,683	-5%
TJX CompaniesTJX	0.7%	$37m	244,317	Held
VisaV	0.6%	$35m	102,208	-3%
Berkshire HathawayBRK-B	0.6%	$34m	67,929	Held
BroadcomAVGO	0.5%	$31m	82,004	+11%
Vanguard Index FDSVOO	0.5%	$30m	44,351	-3%
MastercardMA	0.5%	$28m	54,084	Held
Vanguard Star FDSVXUS	0.4%	$25m	286,869	Held
Meta PlatformsMETA	0.4%	$24m	42,598	-8%
ExxonMobil HoldingsXOM	0.4%	$23m	169,482	+35%
LindeLIN	0.4%	$22m	42,924	+3%
Abbott LaboratoriesABT	0.4%	$21m	234,440	-23%
Quanta ServicesPWR	0.4%	$21m	29,378	Held
Invesco QQQ TRQQQ	0.4%	$20m	27,760	+12%
Marsh & McLennan CompaniesMRSH	0.4%	$20m	121,874	Held
Procter & GamblePG	0.3%	$19m	130,732	-13%
Ishares TRIWF	0.3%	$19m	153,044	Held
Global X FDSCATH	0.3%	$18m	207,035	+26%
AbbVieABBV	0.3%	$18m	71,634	-4%
Waste ConnectionsWCN	0.3%	$17m	104,059	Held
Vanguard Intl Equity Index FVT	0.3%	$17m	105,217	+7%
Coca-ColaKO	0.3%	$16m	200,743	Held
Applied MaterialsAMAT	0.3%	$16m	22,451	-12%
Vanguard World FDMGC	0.3%	$16m	58,067	Held
American ExpressAXP	0.3%	$16m	46,033	-3%
Spdr Gold TRGLD	0.3%	$15m	41,746	+13%
MsciMSCI	0.3%	$15m	26,781	Held
Booking HoldingsBKNG	0.3%	$15m	82,770	Held
ProgressivePGR	0.2%	$14m	64,822	Held
PepsiCoPEP	0.2%	$13m	97,704	-4%
Etfs Gold TRSGOL	0.2%	$13m	333,575	Held
Canadian National RailwayCNI	0.2%	$12m	102,964	-19%
Uber TechnologiesUBER	0.2%	$12m	168,971	+11%
MerckMRK	0.2%	$12m	94,736	-7%
Berkshire Hathaway INC DELBRK-A	0.2%	$12m	16	Held
Cisco SystemsCSCO	0.2%	$12m	100,541	-3%
Global X FDSCEFA	0.2%	$11m	275,628	+36%
Ishares TRIJH	0.2%	$11m	136,239	-7%
NetflixNFLX	0.2%	$10m	144,421	+36%
IntelINTC	0.2%	$10m	73,659	Held
Vanguard Specialized FundsVIG	0.2%	$10m	43,319	-12%
Vulcan MaterialsVMC	0.2%	$10m	34,624	+5%
Emerson ElectricEMR	0.2%	$10m	71,220	-7%
CaterpillarCAT	0.2%	$10m	9,496	Held
Automatic Data ProcessingADP	0.2%	$10m	44,441	-5%
Ishares TRIGV	0.2%	$10m	106,071	+10%
Micron TechnologyMU	0.2%	$10m	8,232	+47%
Costco WholesaleCOST	0.2%	$9m	9,207	-4%
Enterprise Products Partners L.P.EPD	0.1%	$8m	229,260	Held
Invesco Exchange Traded FD TRSP	0.1%	$8m	38,971	-10%
AdobeADBE	0.1%	$8m	39,678	-14%
Verisk AnalyticsVRSK	0.1%	$8m	44,770	New
General ElectricGE	0.1%	$8m	20,910	Held
DanaherDHR	0.1%	$8m	40,758	-5%
Edwards LifesciencesEW	0.1%	$7m	81,098	-16%
Walt DisneyDIS	0.1%	$7m	73,090	-9%
EcolabECL	0.1%	$7m	24,990	-15%
RTXRTX	0.1%	$7m	34,952	Held
GE VernovaGEV	0.1%	$7m	5,548	+6%
Ishares TRUSMV	0.1%	$6m	65,374	Held
Vanguard Index FDSVUG	0.1%	$6m	69,079	Held
IsharesACWV	0.1%	$6m	49,288	Held
International Business MachinesIBM	0.1%	$6m	20,673	+3%
McDonald'sMCD	<0.1%	$6m	20,733	-7%
Palo Alto NetworksPANW	<0.1%	$6m	16,285	Held
Spdr Series TrustBILS	<0.1%	$5m	55,232	-18%
ConocoPhillipsCOP	<0.1%	$5m	52,226	Held
TeslaTSLA	<0.1%	$5m	12,880	+2%
Ameriprise FinancialAMP	<0.1%	$5m	11,540	-11%
Lam ResearchLRCX	<0.1%	$5m	12,144	Held
Ishares TREFA	<0.1%	$5m	50,224	-6%
Analog DevicesADI	<0.1%	$5m	12,578	Held
NewmontNEM	<0.1%	$5m	52,742	-2%
Ishares TRIEFA	<0.1%	$5m	50,878	Held
ChevronCVX	<0.1%	$5m	29,366	Held
Thermo Fisher ScientificTMO	<0.1%	$5m	9,506	-7%
Matthews Asia FDSMINV	<0.1%	$5m	81,742	New
ChubbCB	<0.1%	$5m	13,681	Held
Novartis AGNVS	<0.1%	$5m	29,237	-4%

Showing the largest 100 of 472.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 23.4% since 30 June 2025.

Where the money is

Technology11.3%

Financial services5.0%

Retail & consumer4.2%

Health care4.0%

Media & telecom3.9%

Industrials2.8%

Everyday goods2.0%

Materials1.0%

Energy0.9%

Utilities0.6%

Real estate0.1%

Other64.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.