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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) |
|---|---|---|---|---|---|
| CORPAY INC | COM SHS | 219948106 | — | 4,511 shares | $1,503,381 |
| AMPHENOL CORP | CL A | 032095101 | — | 8,386 shares | $1,478,634 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 27,594 shares | $1,446,477 |
| NUCOR CORP | COM | 670346105 | — | 6,472 shares | $1,441,725 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 1,466 shares | $1,433,924 |
| BOEING CO | COM | 097023105 | — | 6,597 shares | $1,428,063 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 5,786 shares | $1,402,700 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 1,984 shares | $1,395,427 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 3,391 shares | $1,388,615 |
| EBAY INC. | COM | 278642103 | — | 12,284 shares | $1,372,737 |
| BIO-TECHNE CORP | COM | 09073M104 | — | 19,425 shares | $1,372,376 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 2,766 shares | $1,369,391 |
| QUALCOMM INC | COM | 747525103 | — | 7,367 shares | $1,361,348 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 17,719 shares | $1,340,974 |
| TERADYNE INC | COM | 880770102 | — | 2,770 shares | $1,340,463 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 18,058 shares | $1,324,558 |
| KKR & CO INC | COM | 48251W104 | — | 14,343 shares | $1,316,401 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 15,420 shares | $1,280,939 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 21,971 shares | $1,278,712 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 | — | 20,279 shares | $1,272,710 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 26,334 shares | $1,262,452 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 4,950 shares | $1,248,539 |
| YUM BRANDS INC | COM | 988498101 | — | 7,710 shares | $1,232,521 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 20,871 shares | $1,230,972 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 6,090 shares | $1,221,776 |
| HONEYWELL INTL INC | COM | 438516205 | — | 5,429 shares | $1,215,441 |
| VANGUARD WORLD FD | MATERIALS ETF | 92204A801 | — | 5,297 shares | $1,211,870 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 5,429 shares | $1,200,133 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 2,956 shares | $1,175,642 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 9,344 shares | $1,162,808 |
| WOODWARD INC | COM | 980745103 | — | 2,730 shares | $1,161,451 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 3,104 shares | $1,150,311 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | — | 23,207 shares | $1,149,907 |
| IDEXX LABS INC | COM | 45168D104 | — | 2,175 shares | $1,145,007 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 7,760 shares | $1,136,142 |
| BLACKSTONE INC | COM | 09260D107 | — | 9,555 shares | $1,124,337 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | — | 28,062 shares | $1,086,841 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 10,854 shares | $999,545 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 16,286 shares | $979,114 |
| KROGER CO | COM | 501044101 | — | 17,047 shares | $946,620 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 10,678 shares | $945,430 |
| EATON VANCE TX ADV GLBL DIV | COM | 27828S101 | — | 40,000 shares | $941,600 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 4,132 shares | $921,005 |
| SALESFORCE INC | COM | 79466L302 | — | 5,872 shares | $919,908 |
| AMETEK INC | COM | 031100100 | — | 3,727 shares | $901,710 |
| CVS HEALTH CORP | COM | 126650100 | — | 8,692 shares | $899,187 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 9,801 shares | $898,164 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 21,070 shares | $897,371 |
| XPO INC | COM | 983793100 | — | 4,361 shares | $895,270 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 2,041 shares | $893,223 |
| CSX CORP | COM | 126408103 | — | 18,652 shares | $886,530 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 20,884 shares | $884,229 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 4,595 shares | $870,377 |
| AUTOZONE INC | COM | 053332102 | — | 272 shares | $869,296 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 5,087 shares | $864,180 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 35,183 shares | $863,743 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 5,490 shares | $858,087 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 4,382 shares | $857,651 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 1,337 shares | $856,696 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 2,676 shares | $841,843 |
| MOODYS CORP | COM | 615369105 | — | 1,858 shares | $841,525 |
| SAMSARA INC | COM CL A | 79589L106 | — | 25,946 shares | $841,429 |
| GLOBE LIFE INC | COM | 37959E102 | — | 4,706 shares | $840,868 |
| VISTRA CORP | COM | 92840M102 | — | 5,158 shares | $818,214 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 4,399 shares | $795,823 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 11,033 shares | $793,824 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | — | 3,500 shares | $789,215 |
| PROLOGIS INC. | COM | 74340W103 | — | 5,689 shares | $770,689 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,001 shares | $763,903 |
| PACCAR INC | COM | 693718108 | — | 6,346 shares | $762,282 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 16,242 shares | $762,156 |
| RELIANCE INC | COM | 759509102 | — | 2,032 shares | $759,155 |
| LIBERTY LIVE HOLDINGS INC | COM SHS SER C | 530909308 | — | 7,005 shares | $740,008 |
| SHELL PLC | SPON ADS | 780259305 | — | 9,542 shares | $739,887 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 2,815 shares | $733,139 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | — | 2,145 shares | $725,847 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 3,745 shares | $723,609 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 4,423 shares | $723,470 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 2,426 shares | $704,971 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 20,696 shares | $703,664 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 20,906 shares | $695,961 |
| SIRIUSXM HOLDINGS INC | COMMON STOCK | 829933100 | — | 23,466 shares | $693,186 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 10,998 shares | $691,664 |
| AT&T INC | COM | 00206R102 | — | 33,370 shares | $690,759 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 3,237 shares | $689,800 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 1,399 shares | $687,133 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 1,344 shares | $684,513 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 1,922 shares | $680,849 |
| EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 | — | 45,000 shares | $669,600 |
| HERSHEY CO | COM | 427866108 | — | 3,772 shares | $661,797 |
| HASBRO INC | COM | 418056107 | — | 7,892 shares | $651,800 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | — | 12,000 shares | $648,360 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | — | 4,891 shares | $643,558 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 5,148 shares | $640,514 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 467 shares | $622,063 |
| SAUL CTRS INC | COM | 804395101 | — | 16,614 shares | $621,197 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 2,500 shares | $620,925 |
| SERVICENOW INC | COM | 81762P102 | — | 6,208 shares | $616,330 |
| BHP BILLITON LIMITED | SPONSORED ADS | 088606108 | — | 7,246 shares | $603,664 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | — | 6,371 shares | $599,639 |