Choate Investment Advisors

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
467
Total value ($000)
$5,796,796
Net value change ($000)
+106,444 (1.9%)
New positions
14
Sold out positions
19
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 58,889 3.1%
MSFT 44,124 37.0%
XOM 28,029 NEW
AAPL 22,755 13.0%
IEMG 18,964 7.6%
NVDA 14,761 11.7%
VEU 10,750 4.0%
META 7,067 29.5%
OAKM 7,035 4.3%
GEV 5,523 84.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -23,172 -100.0%
MUB -18,664 -31.7%
HD -10,739 -24.4%
GOOGL -9,301 -9.0%
TJX -7,392 -20.0%
WMT -7,170 -15.5%
TSM -5,675 -8.8%
LLY -5,189 -8.5%
AMAT -4,755 -29.3%
GVI -4,367 -1.8%
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