StockDriftsStockDriftsTop 50 Choate Investment Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 33.79% | 2.57M | $1.92B | -0.36%(-9.26K) | $358.13(+117.50%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.77% | 3.24M | $271.6M | +4.44%(+138.00K) | $72.74(+18.42%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.41% | 3.03M | $251.0M | +7.46%(+210.32K) | $68.78(+20.14%) | 2026-06-30 | |
| GVI | ISHARES TR | 4.21% | 2.26M | $239.8M | +2.48%(+54.77K) | $107.12(-1.58%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.08% | 605.8K | $175.3M | -2.95%(-18.42K) | $118.18(+158.39%) | 2026-06-30 | |
| OAKM | HARRIS OAKMARK ETF TRUST | 2.88% | 5.82M | $163.9M | -4.51%(-274.70K) | $25.00(+24.94%) | 2026-06-30 | |
| SPYX | SPDR SERIES TRUST | 2.45% | 2.28M | $139.2M | -4.18%(-99.46K) | $27.35(+132.80%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.22% | 631.1K | $126.3M | -1.65%(-10.57K) | $40.55(+457.52%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.09% | 319.5K | $119.2M | -1.59%(-5.17K) | $250.83(+93.78%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.95% | 464.5K | $110.7M | -1.88%(-8.91K) | $133.79(+96.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.22% | +61.07% | +10.27% | +63.02% |
| Top 20 Holdings Unweighted | +18.24% | +65.31% | +10.27% | +63.06% |
Choate Investment Advisors reports $5.69B in US-listed equity holdings across 472 positions in its most recent 13F filing. Its largest disclosed positions are IVV (33.8%), VEU (4.8%) and IEMG (4.4%). The top 20 holdings account for 73.27% of reported assets. Its disclosed equity book has returned +61.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Choate Investment Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1399794). View Choate Investment Advisors’s 13F filings on SEC