13F Insight
DOSSIER · 13F-HR · Q2 2026

Choate Investment Advisors

$5.7B in tracked AUM across 472 positions as of Q2 2026.

CI
CIK 0001399794 · last filed Jun 30, 2026
Total AUM
$5.7B
as of Q2 2026
Holdings
472
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Choate Investment Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$1.9B2.6M33.8%02
VEU
VANGUARD INTL EQUITY INDEX F
$272M3.2M4.8%03
IEMG
ISHARES INC
$251M3.0M4.4%04
GVI
ISHARES TR
$240M2.3M4.2%05
AAPL
APPLE INC
$175M606K3.1%06
OAKM
HARRIS OAKMARK ETF TRUST
$164M5.8M2.9%07
SPYX
SPDR SERIES TRUST
$139M2.3M2.4%08
NVDA
NVIDIA CORPORATION
$126M631K2.2%09
MSFT
MICROSOFT CORP
$119M320K2.1%10
AMZN
AMAZON COM INC
$111M465K1.9%

Filing history

2026Q2Jun 30
$5.7B▲ 11.4%
472 positionsView →2026Q1Mar 31
$5.1B▲ 0.3%
438 positionsView →2025Q4Dec 31
$5.1B▲ 5.4%
444 positionsView →2025Q3Sep 30
$4.8B▲ 4.8%
424 positionsView →2025Q2Jun 30
$4.6B▲ 14.6%
477 positionsLocked2025Q1Mar 31
$4.0B▼ 3.3%
395 positionsLocked2024Q4Dec 31
$4.2B▲ 6.1%
402 positionsLocked2024Q3Sep 30
$3.9B▲ 2.8%
383 positionsLocked2024Q2Jun 30
$3.8B▲ 2.7%
377 positionsLocked2024Q1Mar 31
$3.7B▲ 15.0%
405 positionsLocked2023Q4Dec 31
$3.2B▲ 26.6%
379 positionsLocked2023Q3Sep 30
$2.6B▲ 6.6%
431 positionsLocked
Showing 12 of 35