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Choate Investment Advisors
Period ended Jun 30, 2026 · Latest filing Aug 11, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $5,690,352,490
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $1,922,951,813
- VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US · 922042775 · shares: $271,585,339
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $250,989,129
- ISHARES TR · INTRM GOV CR ETF · 464288612 · shares: $239,769,873
- APPLE INC · COM · 037833100 · shares: $175,304,386
- HARRIS OAKMARK ETF TRUST · OAKMARK U S LRG · 41456U106 · shares: $163,932,611
- SPDR SERIES TRUST · ST STR SP500FF · 78468R796 · shares: $139,206,372
- NVIDIA CORPORATION · COM · 67066G104 · shares: $126,286,891
- MICROSOFT CORP · COM · 594918104 · shares: $119,186,591
- AMAZON COM INC · COM · 023135106 · shares: $110,711,795
Reported holdings
472 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 13,608 shares | $4,496,900 |
| AMGEN INC | COM | 031162100 | — | 12,190 shares | $4,414,209 |
| FORTINET INC | COM | 34959E109 | — | 28,697 shares | $4,408,433 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 23,727 shares | $4,394,952 |
| S&P GLOBAL INC | COM | 78409V104 | — | 10,789 shares | $4,393,928 |
| ORACLE CORP | COM | 68389X105 | — | 29,897 shares | $4,381,366 |
| ISHARES TR | BROAD USD HIGH | 46435U853 | — | 118,199 shares | $4,375,727 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 20,657 shares | $4,318,139 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 26,958 shares | $4,277,156 |
| BANK OF AMER CORP | COM | 060505104 | — | 73,942 shares | $4,213,224 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 25,243 shares | $4,146,698 |
| UNION PAC CORP | COM | 907818108 | — | 15,059 shares | $4,096,064 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 53,409 shares | $4,032,914 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 25,376 shares | $4,010,117 |
| 3M CO | COM | 88579Y101 | — | 24,502 shares | $3,967,119 |
| AFLAC INC | COM | 001055102 | — | 32,340 shares | $3,791,865 |
| DEERE & CO | COM | 244199105 | — | 5,971 shares | $3,787,655 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 3,732 shares | $3,774,891 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 15,253 shares | $3,706,341 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 41,944 shares | $3,681,425 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 6,311 shares | $3,665,833 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 26,438 shares | $3,636,018 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 3,621 shares | $3,494,265 |
| PFIZER INC | COM | 717081103 | — | 142,810 shares | $3,438,865 |
| KLA CORP | COM NEW | 482480100 | — | 11,388 shares | $3,435,873 |
| STRYKER CORPORATION | COM | 863667101 | — | 10,901 shares | $3,432,071 |
| ILLUMINA INC | COM | 452327109 | — | 19,401 shares | $3,411,278 |
| LOWES COS INC | COM | 548661107 | — | 15,325 shares | $3,379,009 |
| WELLS FARGO & CO | COM | 949746101 | — | 40,308 shares | $3,331,053 |
| MARATHON PETE CORP | COM | 56585A102 | — | 12,863 shares | $3,288,683 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 103,014 shares | $3,266,574 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 10,744 shares | $3,256,600 |
| GENERAL MILLS INC | COM | 370334104 | — | 93,354 shares | $3,248,719 |
| APTARGROUP INC | COM | 038336103 | — | 24,947 shares | $3,123,364 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 28,825 shares | $3,068,998 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 32,941 shares | $3,039,478 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 11,218 shares | $3,034,132 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 10,018 shares | $2,995,521 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 9,005 shares | $2,972,731 |
| TEXAS INSTRS INC | COM | 882508104 | — | 9,956 shares | $2,967,585 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 13,648 shares | $2,956,251 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 15,352 shares | $2,919,756 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 11,818 shares | $2,909,697 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 17,738 shares | $2,896,793 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 6,728 shares | $2,796,151 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 31,146 shares | $2,698,766 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 11,953 shares | $2,604,917 |
| CITIGROUP INC | COM NEW | 172967424 | — | 18,581 shares | $2,600,597 |
| WILLIAMS COS INC | COM | 969457100 | — | 34,837 shares | $2,589,783 |
| CORTEVA INC | COM | 22052L104 | — | 30,483 shares | $2,581,605 |
| BP PLC | SPONSORED ADR | 055622104 | — | 67,697 shares | $2,501,404 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | — | 8,536 shares | $2,496,439 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 30,313 shares | $2,495,972 |
| EOG RES INC | COM | 26875P101 | — | 19,217 shares | $2,492,990 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 42,788 shares | $2,465,445 |
| RENAISSANCERE HLDGS LTD | COM | G7496G103 | — | 7,779 shares | $2,465,165 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 24,143 shares | $2,430,476 |
| BLACKROCK INC | COM | 09290D101 | — | 2,447 shares | $2,353,114 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 1,145 shares | $2,277,909 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 27,739 shares | $2,277,649 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 28,169 shares | $2,269,576 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 | — | 22,386 shares | $2,267,912 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 28,986 shares | $2,267,575 |
| SPDR SERIES TRUST | ST STR SP HOME | 78464A888 | — | 19,499 shares | $2,253,288 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 14,807 shares | $2,196,026 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 27,598 shares | $2,191,833 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 48,240 shares | $2,187,202 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 7,448 shares | $2,183,605 |
| ISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | 46436F103 | — | 53,698 shares | $2,148,457 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 8,703 shares | $2,142,853 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 13,512 shares | $2,120,979 |
| PROGRESS SOFTWARE CORP | COM | 743312100 | — | 61,948 shares | $2,080,214 |
| DOVER CORP | COM | 260003108 | — | 9,254 shares | $2,075,487 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 26,213 shares | $2,071,613 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 17,240 shares | $2,060,525 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 22,311 shares | $2,045,472 |
| THE CIGNA GROUP | COM | 125523100 | — | 7,247 shares | $1,997,853 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 12,502 shares | $1,978,494 |
| EATON CORP PLC | SHS | G29183103 | — | 4,606 shares | $1,962,875 |
| NORTHERN TR CORP | COM | 665859104 | — | 11,261 shares | $1,957,612 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | — | 1,507 shares | $1,925,208 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 3,862 shares | $1,918,371 |
| ALLSTATE CORP | COM | 020002101 | — | 7,972 shares | $1,896,858 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 9,829 shares | $1,872,621 |
| CORNING INC | COM | 219350105 | — | 7,053 shares | $1,801,548 |
| ALCON AG | ORD SHS | H01301128 | — | 26,261 shares | $1,762,113 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 5,796 shares | $1,741,408 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 15,741 shares | $1,736,547 |
| SLB LIMITED | COM STK | 806857108 | — | 36,667 shares | $1,704,649 |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | — | 21,362 shares | $1,692,298 |
| MCKESSON CORP | COM | 58155Q103 | — | 2,226 shares | $1,681,966 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 4,883 shares | $1,679,313 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 15,367 shares | $1,651,953 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 27,255 shares | $1,626,851 |
| DUPONT DE NEMOURS INC | COMMON STOCK | 26614N201 | — | 11,807 shares | $1,601,501 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | — | 8,087 shares | $1,598,036 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 16,519 shares | $1,592,894 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | — | 17,988 shares | $1,581,353 |
| SYSCO CORP | COM | 871829107 | — | 18,119 shares | $1,514,386 |
| SEABOARD CORP DEL | COM | 811543107 | — | 339 shares | $1,513,408 |