Choate Investment Advisors holds a focused book of 438 stocks worth $5.1B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened Ishares Expanded Tech-Softwa and trimmed Oakmark US Large Cap ETF. Their largest long position is Ishares Core S&P 500 ETF at 33% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1399794/holdings"
Use Arkolith to show Choate Investment Advisors's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
38% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $1.7B | 2.58M | 32.9% | ▲+5.5% Added · +134K sh | |
| 2 | Ishares TR INTRM GOV CR ETF | $235.2M | 2.21M | 4.6% | ▲+5.1% Added · +108K sh | |
| 3 | Vanguard Intl Equity Index F ALLWRLD EX US | $233.2M | 3.10M | 4.6% | ▲+4.3% Added · +129K sh | |
| 4 | Ishares Inc CORE MSCI EMKT | $196.7M | 2.82M | 3.8% | ▲75× Added · +2.8M sh | |
| 5 | Harris Oakmark ETF Trust OAKMARK U S LRG | $168.0M | 6.09M | 3.3% | ▼−32% Reduced · −2.9M sh | |
| 6 | Apple Inc COM | $158.4M | 624.3K | 3.1% | ▲+0.1% Added · +880 sh | |
| 7 | SPDR Series Trust STATE STREET SPD | $126.1M | 2.38M | 2.5% | ▼−0.1% Reduced · −4K sh | |
| 8 | Microsoft Corp COM | $120.2M | 324.7K | 2.4% | ▼−0.2% Reduced · −682 sh | |
| 9 | Nvidia Corporation COM | $111.9M | 641.7K | 2.2% | ▼−0.7% Reduced · −4K sh | |
| 10 | Amazon Com Inc COM | $98.6M | 473.4K | 1.9% | ▼−0.2% Reduced · −949 sh | |
| 11 | Alphabet Inc CAP STK CL A | $85.5M | 297.2K | 1.7% | ▼−0.9% Reduced · −3K sh | |
| 12 | Ishares TR NATIONAL MUN ETF | $76.2M | 717.8K | 1.5% | ▼−38% Reduced · −448K sh | |
| 13 | Alphabet Inc CAP STK CL C | $62.9M | 219.4K | 1.2% | ▼−1.2% Reduced · −3K sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $60.0M | 92.2K | 1.2% | ▼−0.5% Reduced · −421 sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $54.5M | 170.0K | 1.1% | ▲+0.6% Added · +1K sh | |
| 16 | Walmart Inc COM | $51.7M | 416.0K | 1.0% | ▼−3.6% Reduced · −16K sh | |
| 17 | JPMorgan Chase & Co COM | $47.3M | 160.8K | 0.9% | ▲+15% Added · +21K sh | |
| 18 | Eli Lilly & Co COM | $46.7M | 50.8K | 0.9% | ▲+5.4% Added · +3K sh | |
| 19 | Johnson & Johnson COM | $45.8M | 187.6K | 0.9% | ▼−3.9% Reduced · −8K sh | |
| 20 | Taiwan Semiconductor Manufac SPONSORED ADS | $45.1M | 133.5K | 0.9% | ▼−3.8% Reduced · −5K sh | |
| 21 | Home Depot Inc COM | $43.4M | 131.9K | 0.8% | ▼−11% Reduced · −15K sh | |
| 22 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $39.9M | 622.7K | 0.8% | ▲+9.3% Added · +53K sh | |
| 23 | TJX Cos Inc New COM | $39.8M | 249.0K | 0.8% | ▼−9.6% Reduced · −26K sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $32.4M | 67.6K | 0.6% | ▲+1.1% Added · +750 sh | |
| 25 | Visa Inc COM CL A | $31.9M | 105.6K | 0.6% | ▼−0.1% Reduced · −136 sh | |
| 26 | Abbott Laboratories COM | $31.2M | 304.2K | 0.6% | ▼−0.6% Reduced · −2K sh | |
| 27 | Vanguard Index FDS S&P 500 ETF SHS | $27.2M | 45.6K | 0.5% | ▲+1.3% Added · +566 sh | |
| 28 | Mastercard Incorporated CL A | $27.2M | 54.4K | 0.5% | ▼−0.3% Reduced · −157 sh | |
| 29 | Meta Platforms Inc CL A | $26.5M | 46.3K | 0.5% | ▲+8.4% Added · +4K sh | |
| 30 | Broadcom Inc COM | $22.8M | 73.6K | 0.4% | ▲+41% Added · +22K sh | |
| 31 | Vanguard Star FDS VG TL INTL STK F | $22.1M | 286.9K | 0.4% | ▼−0.6% Reduced · −2K sh | |
| 32 | Procter & Gamble Co COM | $21.7M | 150.1K | 0.4% | ▼−6.1% Reduced · −10K sh | |
| 33 | Exxon Mobil Corp COM | $21.3M | 125.4K | 0.4% | ▲+1.6% Added · +2K sh | |
| 34 | Marsh & McLennan Cos Inc COM | $21.1M | 121.9K | 0.4% | ▲+0.1% Added · +84 sh | |
| 35 | Linde PLC SHS | $20.7M | 41.8K | 0.4% | ▲+3.5% Added · +1K sh | |
| 36 | Waste Connections Inc COM | $17.2M | 105.9K | 0.3% | ▼−2.5% Reduced · −3K sh | |
| 37 | Abbvie Inc COM | $16.2M | 74.7K | 0.3% | ▲+4.6% Added · +3K sh | |
| 38 | Ishares TR RUS 1000 GRW ETF | $16.2M | 38.1K | 0.3% | ▼−2.9% Reduced · −1K sh | |
| 39 | Quanta Svcs Inc COM | $16.2M | 29.5K | 0.3% | ▲+1.7% Added · +505 sh | |
| 40 | SPDR Gold TR GOLD SHS | $15.9M | 37.1K | 0.3% | ▼−5.6% Reduced · −2K sh | |
| 41 | Pepsico Inc COM | $15.9M | 102.1K | 0.3% | ▼−2.2% Reduced · −2K sh | |
| 42 | Coca Cola Co COM | $15.2M | 199.7K | 0.3% | ▲+15% Added · +27K sh | |
| 43 | Etfs Gold TR PHYSCL GOLD SHS | $15.1M | 337.6K | 0.3% | ▼−2.5% Reduced · −9K sh | |
| 44 | Msci Inc COM | $14.4M | 26.7K | 0.3% | ▼−3.9% Reduced · −1K sh | |
| 45 | Invesco QQQ TR UNIT SER 1 | $14.3M | 24.8K | 0.3% | —Held | |
| 46 | American Express Co COM | $14.3M | 47.3K | 0.3% | ▼−0.3% Reduced · −129 sh | |
| 47 | Booking Holdings Inc COM | $14.2M | 3.4K | 0.3% | ▲+4.1% Added · +133 sh | |
| 48 | Vanguard World FD MEGA CAP INDEX | $13.7M | 58.1K | 0.3% | —Held | |
| 49 | Vanguard Intl Equity Index F TT WRLD ST ETF | $13.7M | 98.7K | 0.3% | ▲+11% Added · +10K sh | |
| 50 | Canadian Natl Ry Co COM | $13.1M | 127.1K | 0.3% | ▼−2.4% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 438 | $5.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 444 | $5.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 424 | $4.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 477 | $4.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 395 | $4.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 402 | $4.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 383 | $3.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 377 | $3.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 405 | $3.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 379 | $3.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 30, 2023 | 431 | $2.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 1, 2023 | 348 | $2.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 319 | $2.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 327 | $1.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 296 | $1.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 314 | $1.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 29, 2022 | 359 | $1.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 7, 2022 | 343 | $1.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 4, 2021 | 306 | $1.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 30, 2021 | 342 | $1.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 7, 2021 | 304 | $1.6B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 8, 2021 | 287 | $1.6B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 26, 2020 | 281 | $1.5B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 23, 2020 | 241 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.