Choate Investment Advisors

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
438
Total value ($000)
$5,110,007
Net value change ($000)
+14,416 (0.3%)
New positions
25
Sold out positions
31
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEMG 194,119 7642.5%
VEU 14,237 6.5%
CATH 11,303 750.0%
GVI 10,081 4.5%
IVV 9,860 0.6%
IGV 7,722 NEW
CEFA 7,493 NEW
NFLX 6,575 179.7%
XOM 6,431 43.3%
ACWV 5,890 NEW
Top Reduces (Value $000, Stocks/ETFs)
OAKM -87,999 -34.4%
MUB -48,648 -39.0%
MSFT -37,165 -23.6%
AAPL -11,041 -6.5%
AMZN -10,894 -9.9%
NVDA -8,576 -7.1%
GOOGL -8,379 -8.9%
SPYX -7,720 -5.8%
ADBE -7,338 -39.5%
HD -7,336 -14.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type