Choate Investment Advisors
Choate Investment Advisors reported 472 stocks worth $5.7B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (33.8%), VEU (4.8%) and IEMG (4.4%). Compared with Q1 2026, the fund opened new positions in VRSK and MINV, added to VEU, IEMG and GVI, trimmed IVV, AAPL and OAKM and sold out of DD, GEHC and ZTS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $1.9B | 33.8% | 2.6M | −9,258 (−0%) | 8 of 8 | |
| 2 |  VEU Vanguard Intl Equity Index F | $272M | 4.8% | 3.2M | +138K (+4%) | 8 of 8 | |
| 3 |  IEMG Ishares Inc | $251M | 4.4% | 3M | +210K (+7%) | 8 of 8 | |
| 4 |  GVI Blackrock, Inc. | $240M | 4.2% | 2.3M | +55K (+2%) | 4 of 8 | |
| 5 |  AAPL Apple Inc | $175M | 3.1% | 606K | −18K (−3%) | 8 of 8 | |
| 6 |  OAKM Harris Oakmark ETF Trust | $164M | 2.9% | 5.8M | −275K (−5%) | 5 of 8 | |
| 7 |  SPYX Spdr Series Trust | $139M | 2.5% | 2.3M | −99K (−4%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $126M | 2.2% | 631K | −11K (−2%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $119M | 2.1% | 320K | −5,168 (−2%) | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $111M | 1.9% | 465K | −8,906 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $2.5M | 11K |
 DD Dupont DE Nemours Inc | $1.6M | 35K |
HOLOGIC INC | $725K | 9,586 |
 GEHC GE Healthcare Technologi | $366K | 5,139 |
 ZTS Zoetis Inc | $350K | 2,965 |
🔒 Free account: see all 16.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Choate Investment Advisors 13F FAQ
What does Choate Investment Advisors own?
Choate Investment Advisors reported 472 stocks worth $5.7B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (33.8%), VEU (4.8%) and IEMG (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Choate Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 50 new positions, 99 added to, 192 trimmed and 16 sold out. New positions include VRSK and MINV. It sold all of DD, GEHC and ZTS.
When will Choate Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Choate Investment Advisors's portfolio worth?
The Q2 2026 filing reports $5.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.