Arkolith/Funds/Choate Investment Advisors

Choate Investment Advisors

CIK 1399794
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Choate Investment Advisors holds a focused book of 472 stocks worth $5.7B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Verisk Analytics Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 34% of the equity book.

Opened
69
bought for the first time
Added to
105
already held, bought more
Trimmed
196
sold some, still holds it
Sold out
16
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
62%
Top 20 holdings
73%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

37% mapped to company sectors

ETF / fund or unclassified
63%
Information Technology
16%
Financials
6%
Consumer Discretionary
5%
Health Care
4%
Industrials
2%
Materials
2%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Choate Investment Advisors

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA80 / 80$194.1B
ENVESTNET ASSET MANAGEMENT INC80 / 80$102.1B
LPL Financial LLC80 / 80$92.2B
US BANCORP \DE\80 / 80$36.6B
OSAIC HOLDINGS, INC.80 / 80$19.7B
Integrated Wealth Concepts LLC80 / 80$4.1B
MORGAN STANLEY79 / 80$676.9B
JPMORGAN CHASE & CO79 / 80$610.1B

Ranked by the share of each fund's own book sitting in the names it shares with Choate Investment Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

472 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$1.9B2.57M
33.8%
−0.3%
Reduced · −9K sh
2Vanguard Intl Equity Index F
ALLWRLD EX US
$271.6M3.24M
4.8%
+4.4%
Added · +138K sh
3Ishares Inc
CORE MSCI EMKT
$251.0M3.03M
4.4%
+7.5%
Added · +210K sh
4Ishares TR
INTRM GOV CR ETF
$239.8M2.26M
4.2%
+2.5%
Added · +55K sh
5Apple Inc
COM
$175.3M605.8K
3.1%
−3.0%
Reduced · −18K sh
6Harris Oakmark ETF Trust
OAKMARK U S LRG
$163.9M5.82M
2.9%
−4.5%
Reduced · −275K sh
7SPDR Series Trust
ST STR SP500FF
$139.2M2.28M
2.4%
−4.2%
Reduced · −99K sh
8Nvidia Corporation
COM
$126.3M631.1K
2.2%
−1.6%
Reduced · −11K sh
9Microsoft Corp
COM
$119.2M319.5K
2.1%
−1.6%
Reduced · −5K sh
10Amazon Com Inc
COM
$110.7M464.5K
1.9%
−1.9%
Reduced · −9K sh
11Alphabet Inc
CAP STK CL A
$103.9M290.7K
1.8%
−2.2%
Reduced · −7K sh
12Alphabet Inc
CAP STK CL C
$75.5M213.6K
1.3%
−2.6%
Reduced · −6K sh
13State STR SPDR S&P 500 ETF T
TR UNIT
$70.3M94.1K
1.2%
+2.1%
Added · +2K sh
14Vanguard Index FDS
TOTAL STK MKT
$69.3M187.4K
1.2%
+10%
Added · +17K sh
15Taiwan Semiconductor Manufac
SPONSORED ADS
$64.6M135.3K
1.1%
+1.4%
Added · +2K sh
16Eli Lilly & Co
COM
$60.9M50.8K
1.1%
~0%
Added · +3 sh
17Ishares TR
NATIONAL MUN ETF
$58.9M547.4K
1.0%
−24%
Reduced · −170K sh
18JPMorgan Chase & Co
COM
$52.3M159.9K
0.9%
−0.6%
Reduced · −910 sh
19Johnson & Johnson
COM
$46.9M184.8K
0.8%
−1.4%
Reduced · −3K sh
20Walmart Inc
COM
$46.4M409.3K
0.8%
−1.6%
Reduced · −7K sh
21Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$46.1M647.4K
0.8%
+4.0%
Added · +25K sh
22Home Depot Inc
COM
$44.0M124.7K
0.8%
−5.5%
Reduced · −7K sh
23TJX Cos Inc New
COM
$37.0M244.3K
0.7%
−1.9%
Reduced · −5K sh
24Visa Inc
COM CL A
$35.1M102.2K
0.6%
−3.2%
Reduced · −3K sh
25Berkshire Hathaway Inc Del
CL B NEW
$34.0M67.9K
0.6%
+0.4%
Added · +281 sh
26Broadcom Inc
COM
$31.0M82.0K
0.5%
+11%
Added · +8K sh
27Vanguard Index FDS
S&P 500 ETF SHS
$30.5M44.4K
0.5%
−2.6%
Reduced · −1K sh
28Mastercard Incorporated
CL A
$27.8M54.1K
0.5%
−0.6%
Reduced · −330 sh
29Vanguard Star FDS
VG TL INTL STK F
$24.5M286.9K
0.4%
Held
30Meta Platforms Inc
CL A
$24.0M42.6K
0.4%
−8.0%
Reduced · −4K sh
31Exxon Mobil Corp
COM
$23.2M169.5K
0.4%
+35%
Added · +44K sh
32Linde PLC
SHS
$22.3M42.9K
0.4%
+2.8%
Added · +1K sh
33Abbott Laboratories
COM
$21.3M234.4K
0.4%
−23%
Reduced · −70K sh
34Quanta Svcs Inc
COM
$21.2M29.4K
0.4%
−0.3%
Reduced · −89 sh
35Invesco QQQ TR
UNIT SER 1
$20.4M27.8K
0.4%
+12%
Added · +3K sh
36Marsh & McLennan Cos Inc
COM
$20.3M121.9K
0.4%
Held
37Procter & Gamble Co
COM
$19.2M130.7K
0.3%
−13%
Reduced · −19K sh
38Ishares TR
RUS 1000 GRW ETF
$19.0M153.0K
0.3%
+302%
Added · +115K sh
39Global X FDS
S&P 500 CATHOLIC
$18.3M207.0K
0.3%
+26%
Added · +43K sh
40Abbvie Inc
COM
$18.0M71.6K
0.3%
−4.1%
Reduced · −3K sh
41Waste Connections Inc
COM
$17.3M104.1K
0.3%
−1.7%
Reduced · −2K sh
42Vanguard Intl Equity Index F
TT WRLD ST ETF
$16.5M105.2K
0.3%
+6.6%
Added · +6K sh
43Coca Cola Co
COM
$16.3M200.7K
0.3%
+0.5%
Added · +1K sh
44Applied Matls Inc
COM
$16.2M22.5K
0.3%
−12%
Reduced · −3K sh
45Vanguard World FD
MEGA CAP INDEX
$15.9M58.1K
0.3%
Held
46American Express Co
COM
$15.6M46.0K
0.3%
−2.6%
Reduced · −1K sh
47SPDR Gold TR
GOLD SHS
$15.4M41.7K
0.3%
+13%
Added · +5K sh
48Msci Inc
COM
$15.0M26.8K
0.3%
+0.1%
Added · +42 sh
49Booking Holdings Inc
COM
$14.8M82.8K
0.3%
25×
Added · +79K sh
50Progressive Corp
COM
$14.2M64.8K
0.2%
+1.1%
Added · +704 sh
Showing 50 of 472 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026472$5.7B13F-HR
Q1 2026Mar 31, 2026May 13, 2026438$5.1B13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026444$5.1B13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025424$4.8B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025477$4.6B13F-HR
Q1 2025Mar 31, 2025May 14, 2025395$4.0B13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025402$4.2B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024383$3.9B13F-HR
Q2 2024Jun 30, 2024Aug 8, 2024377$3.8B13F-HR
Q1 2024Mar 31, 2024May 7, 2024405$3.7B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024379$3.2B13F-HR
Q3 2023Sep 30, 2023Oct 30, 2023431$2.6B13F-HR
Q2 2023Jun 30, 2023Aug 1, 2023348$2.4B13F-HR
Q1 2023Mar 31, 2023May 15, 2023319$2.1B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023327$1.7B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022296$1.5B13F-HR
Q2 2022Jun 30, 2022Aug 11, 2022314$1.6B13F-HR
Q1 2022Mar 31, 2022Apr 29, 2022359$1.9B13F-HR
Q4 2021Dec 31, 2021Feb 7, 2022343$1.7B13F-HR
Q3 2021Sep 30, 2021Nov 4, 2021306$1.6B13F-HR
Q2 2021Jun 30, 2021Jul 30, 2021342$1.6B13F-HR
Q1 2021Mar 31, 2021May 7, 2021304$1.6B13F-HR
Q4 2020Dec 31, 2020Feb 8, 2021287$1.6B13F-HR
Q3 2020Sep 30, 2020Oct 26, 2020281$1.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.