13F Insight
DOSSIER · 13F-HR · Q1 2026

Choate Investment Advisors

Choate Investment's asset manager based in Chicago, IL — $5.1B in tracked AUM across 438 positions as of Q1 2026.

CI
Choate Investment·Chicago, IL·Asset Manager
CIK 0001399794 · last filed Mar 31, 2026
Total AUM
$5.1B
▼ 6.1%
vs prior
Holdings
438
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
Top sector
Financials
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Choate Investment Advisors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$1.7B2.6M32.9%
02
GVI
ISHARES TR
$235M2.2M4.6%
03
VEU
VANGUARD INTL EQUITY INDEX F
$233M3.1M4.6%
04
IEMG
ISHARES INC
$197M2.8M3.8%
05
OAKM
HARRIS OAKMARK ETF TRUST
$168M6.1M3.3%
06
AAPL
APPLE INC
$158M624K3.1%
07
SPYX
SPDR SERIES TRUST
$126M2.4M2.5%
08
MSFT
MICROSOFT CORP
$120M325K2.4%
09
NVDA
NVIDIA CORPORATION
$112M642K2.2%
10
AMZN
AMAZON COM INC
$99M473K1.9%

Filing history

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