Universe · entity
Choate Investment Advisors
Institutional manager (13F) · CIK 1399794
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $1.7B | 2,576,994 |
| 2 | ISHARES TR | $235M | 2,205,187 |
| 3 | VANGUARD INTL EQUITY INDEX F | $233M | 3,104,806 |
| 4 | ISHARES INC | $197M | 2,819,485 |
| 5 | HARRIS OAKMARK ETF TRUST | $168M | 6,094,109 |
| 6 | APPLE INC | $158M | 624,254 |
| 7 | SPDR SERIES TRUST | $126M | 2,377,793 |
| 8 | MICROSOFT CORP | $120M | 324,686 |
| 9 | NVIDIA CORPORATION | $112M | 641,725 |
| 10 | AMAZON COM INC | $99M | 473,418 |
| 11 | ALPHABET INC | $85M | 297,195 |
| 12 | ISHARES TR | $76M | 717,755 |
| 13 | ALPHABET INC | $63M | 219,400 |
| 14 | STATE STR SPDR S&P 500 ETF T | $60M | 92,230 |
| 15 | VANGUARD INDEX FDS | $55M | 169,996 |
| 16 | WALMART INC | $52M | 416,008 |
| 17 | JPMORGAN CHASE & CO | $47M | 160,833 |
| 18 | ELI LILLY & CO | $47M | 50,788 |
| 19 | JOHNSON & JOHNSON | $46M | 187,559 |
| 20 | TAIWAN SEMICONDUCTOR MANUFAC | $45M | 133,480 |
| 21 | HOME DEPOT INC | $43M | 131,885 |
| 22 | VANGUARD TAX-MANAGED FDS | $40M | 622,729 |
| 23 | TJX COS INC NEW | $40M | 249,032 |
| 24 | BERKSHIRE HATHAWAY INC DEL | $32M | 67,648 |
| 25 | VISA INC | $32M | 105,625 |
| 26 | ABBOTT LABORATORIES | $31M | 304,222 |
| 27 | VANGUARD INDEX FDS | $27M | 45,552 |
| 28 | MASTERCARD INCORPORATED | $27M | 54,414 |
| 29 | META PLATFORMS INC | $27M | 46,325 |
| 30 | BROADCOM INC | $23M | 73,585 |
| 31 | VANGUARD STAR FDS | $22M | 286,869 |
| 32 | PROCTER & GAMBLE CO | $22M | 150,060 |
| 33 | EXXON MOBIL CORP | $21M | 125,433 |
| 34 | MARSH & MCLENNAN COS INC | $21M | 121,874 |
| 35 | LINDE PLC | $21M | 41,766 |
| 36 | WASTE CONNECTIONS INC | $17M | 105,864 |
| 37 | ABBVIE INC | $16M | 74,702 |
| 38 | ISHARES TR | $16M | 38,072 |
| 39 | QUANTA SVCS INC | $16M | 29,467 |
| 40 | SPDR GOLD TR | $16M | 37,066 |
| 41 | PEPSICO INC | $16M | 102,100 |
| 42 | COCA COLA CO | $15M | 199,716 |
| 43 | ETFS GOLD TR | $15M | 337,644 |
| 44 | MSCI INC | $14M | 26,739 |
| 45 | INVESCO QQQ TR | $14M | 24,791 |
| 46 | AMERICAN EXPRESS CO | $14M | 47,270 |
| 47 | BOOKING HOLDINGS INC | $14M | 3,368 |
| 48 | VANGUARD WORLD FD | $14M | 58,067 |
| 49 | VANGUARD INTL EQUITY INDEX F | $14M | 98,733 |
| 50 | CANADIAN NATL RY CO | $13M | 127,054 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.