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.
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.
37% 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
Other tracked managers holding the same core names as Choate Investment Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $194.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $102.1B |
| LPL Financial LLC | 80 / 80 | $92.2B |
| US BANCORP \DE\ | 80 / 80 | $36.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.7B |
| Integrated Wealth Concepts LLC | 80 / 80 | $4.1B |
| MORGAN STANLEY | 79 / 80 | $676.9B |
| JPMORGAN CHASE & CO | 79 / 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.
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 | $1.9B | 2.57M | 33.8% | ▼−0.3% Reduced · −9K sh | |
| 2 | Vanguard Intl Equity Index F ALLWRLD EX US | $271.6M | 3.24M | 4.8% | ▲+4.4% Added · +138K sh | |
| 3 | Ishares Inc CORE MSCI EMKT | $251.0M | 3.03M | 4.4% | ▲+7.5% Added · +210K sh | |
| 4 | Ishares TR INTRM GOV CR ETF | $239.8M | 2.26M | 4.2% | ▲+2.5% Added · +55K sh | |
| 5 | Apple Inc COM | $175.3M | 605.8K | 3.1% | ▼−3.0% Reduced · −18K sh | |
| 6 | Harris Oakmark ETF Trust OAKMARK U S LRG | $163.9M | 5.82M | 2.9% | ▼−4.5% Reduced · −275K sh | |
| 7 | SPDR Series Trust ST STR SP500FF | $139.2M | 2.28M | 2.4% | ▼−4.2% Reduced · −99K sh | |
| 8 | Nvidia Corporation COM | $126.3M | 631.1K | 2.2% | ▼−1.6% Reduced · −11K sh | |
| 9 | Microsoft Corp COM | $119.2M | 319.5K | 2.1% | ▼−1.6% Reduced · −5K sh | |
| 10 | Amazon Com Inc COM | $110.7M | 464.5K | 1.9% | ▼−1.9% Reduced · −9K sh | |
| 11 | Alphabet Inc CAP STK CL A | $103.9M | 290.7K | 1.8% | ▼−2.2% Reduced · −7K sh | |
| 12 | Alphabet Inc CAP STK CL C | $75.5M | 213.6K | 1.3% | ▼−2.6% Reduced · −6K sh | |
| 13 | State STR SPDR S&P 500 ETF T TR UNIT | $70.3M | 94.1K | 1.2% | ▲+2.1% Added · +2K sh | |
| 14 | Vanguard Index FDS TOTAL STK MKT | $69.3M | 187.4K | 1.2% | ▲+10% Added · +17K sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $64.6M | 135.3K | 1.1% | ▲+1.4% Added · +2K sh | |
| 16 | Eli Lilly & Co COM | $60.9M | 50.8K | 1.1% | ▲~0% Added · +3 sh | |
| 17 | Ishares TR NATIONAL MUN ETF | $58.9M | 547.4K | 1.0% | ▼−24% Reduced · −170K sh | |
| 18 | JPMorgan Chase & Co COM | $52.3M | 159.9K | 0.9% | ▼−0.6% Reduced · −910 sh | |
| 19 | Johnson & Johnson COM | $46.9M | 184.8K | 0.8% | ▼−1.4% Reduced · −3K sh | |
| 20 | Walmart Inc COM | $46.4M | 409.3K | 0.8% | ▼−1.6% Reduced · −7K sh | |
| 21 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $46.1M | 647.4K | 0.8% | ▲+4.0% Added · +25K sh | |
| 22 | Home Depot Inc COM | $44.0M | 124.7K | 0.8% | ▼−5.5% Reduced · −7K sh | |
| 23 | TJX Cos Inc New COM | $37.0M | 244.3K | 0.7% | ▼−1.9% Reduced · −5K sh | |
| 24 | Visa Inc COM CL A | $35.1M | 102.2K | 0.6% | ▼−3.2% Reduced · −3K sh | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $34.0M | 67.9K | 0.6% | ▲+0.4% Added · +281 sh | |
| 26 | Broadcom Inc COM | $31.0M | 82.0K | 0.5% | ▲+11% Added · +8K sh | |
| 27 | Vanguard Index FDS S&P 500 ETF SHS | $30.5M | 44.4K | 0.5% | ▼−2.6% Reduced · −1K sh | |
| 28 | Mastercard Incorporated CL A | $27.8M | 54.1K | 0.5% | ▼−0.6% Reduced · −330 sh | |
| 29 | Vanguard Star FDS VG TL INTL STK F | $24.5M | 286.9K | 0.4% | —Held | |
| 30 | Meta Platforms Inc CL A | $24.0M | 42.6K | 0.4% | ▼−8.0% Reduced · −4K sh | |
| 31 | Exxon Mobil Corp COM | $23.2M | 169.5K | 0.4% | ▲+35% Added · +44K sh | |
| 32 | Linde PLC SHS | $22.3M | 42.9K | 0.4% | ▲+2.8% Added · +1K sh | |
| 33 | Abbott Laboratories COM | $21.3M | 234.4K | 0.4% | ▼−23% Reduced · −70K sh | |
| 34 | Quanta Svcs Inc COM | $21.2M | 29.4K | 0.4% | ▼−0.3% Reduced · −89 sh | |
| 35 | Invesco QQQ TR UNIT SER 1 | $20.4M | 27.8K | 0.4% | ▲+12% Added · +3K sh | |
| 36 | Marsh & McLennan Cos Inc COM | $20.3M | 121.9K | 0.4% | —Held | |
| 37 | Procter & Gamble Co COM | $19.2M | 130.7K | 0.3% | ▼−13% Reduced · −19K sh | |
| 38 | Ishares TR RUS 1000 GRW ETF | $19.0M | 153.0K | 0.3% | ▲+302% Added · +115K sh | |
| 39 | Global X FDS S&P 500 CATHOLIC | $18.3M | 207.0K | 0.3% | ▲+26% Added · +43K sh | |
| 40 | Abbvie Inc COM | $18.0M | 71.6K | 0.3% | ▼−4.1% Reduced · −3K sh | |
| 41 | Waste Connections Inc COM | $17.3M | 104.1K | 0.3% | ▼−1.7% Reduced · −2K sh | |
| 42 | Vanguard Intl Equity Index F TT WRLD ST ETF | $16.5M | 105.2K | 0.3% | ▲+6.6% Added · +6K sh | |
| 43 | Coca Cola Co COM | $16.3M | 200.7K | 0.3% | ▲+0.5% Added · +1K sh | |
| 44 | Applied Matls Inc COM | $16.2M | 22.5K | 0.3% | ▼−12% Reduced · −3K sh | |
| 45 | Vanguard World FD MEGA CAP INDEX | $15.9M | 58.1K | 0.3% | —Held | |
| 46 | American Express Co COM | $15.6M | 46.0K | 0.3% | ▼−2.6% Reduced · −1K sh | |
| 47 | SPDR Gold TR GOLD SHS | $15.4M | 41.7K | 0.3% | ▲+13% Added · +5K sh | |
| 48 | Msci Inc COM | $15.0M | 26.8K | 0.3% | ▲+0.1% Added · +42 sh | |
| 49 | Booking Holdings Inc COM | $14.8M | 82.8K | 0.3% | ▲25× Added · +79K sh | |
| 50 | Progressive Corp COM | $14.2M | 64.8K | 0.2% | ▲+1.1% Added · +704 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 472 | $5.7B | 13F-HR |
| 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 |
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.