Choate Investment Advisors

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
472
Total value ($000)
$5,690,352
Net value change ($000)
+580,345 (11.4%)
New positions
50
Sold out positions
16
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 239,634 14.2%
IEMG 54,330 27.6%
VEU 38,414 16.5%
TSM 19,511 43.3%
GOOGL 18,413 21.5%
AAPL 16,875 10.7%
VTI 14,801 27.1%
NVDA 14,370 12.8%
LLY 14,207 30.4%
SPYX 13,112 10.4%
Top Reduces (Value $000, Stocks/ETFs)
MUB -17,281 -22.7%
ABT -9,961 -31.9%
WMT -5,338 -10.3%
CP -5,076 -65.3%
OAKM -4,051 -2.4%
ADBE -3,099 -27.6%
TJX -2,756 -6.9%
PEP -2,626 -16.6%
HON -2,531 -100.0%
META -2,509 -9.5%
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