Choate Investment Advisors
CIK 0001399794 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.69B
2026 Q2
Positions
472
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
33.8%
VEU
VANGUARD INTL EQUITY INDEX F
4.8%
IEMG
ISHARES INC
4.4%
GVI
ISHARES TR
4.2%
AAPL
APPLE INC
3.1%
OAKM
HARRIS OAKMARK ETF TRUST
2.9%
SPYX
SPDR SERIES TRUST
2.4%
NVDA
NVIDIA CORPORATION
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.