Choate Investment Advisors reported 345 positions worth $2.08B for the quarter ended Jun 30, 2026, up 8.6% on the prior quarter. It opened 33 new positions, added to 70, trimmed 171 and exited 11. Its largest holding is Apple Inc. at 8.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VRSK Verisk Analytics, Inc. | +44.8K | – | $8.04M | 0.386% |
| XOM ExxonMobil Holdings Corp | +44.0K | +35.1% | $6.02M | 1.11% |
| AVGO Broadcom Inc. | +8,419 | +11.4% | $3.18M | 1.49% |
| MU Micron Technology Inc | +2,633 | +47.0% | $3.04M | 0.456% |
| NFLX Netflix Inc | +38.0K | +35.7% | $2.71M | 0.495% |
| GLD Spdr Gold Trust | +4,680 | +12.6% | $1.72M | 0.738% |
| RNR Renaissancere Holdings Ltd | +3,960 | +103.7% | $1.25M | 0.118% |
| UBER Uber Technologies, Inc | +16.7K | +11.0% | $1.21M | 0.585% |
| HONA Honeywell Aerospace Inc. | +5,429 | – | $1.20M | 0.058% |
| WWD Woodward, Inc. | +2,730 | – | $1.16M | 0.056% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ABT Abbott Laboratories | -69.8K | -22.9% | $6.33M | 1.02% |
| CP Canadian Pacific Kansas City Ltd | -67.7K | -68.5% | $5.87M | 0.13% |
| AAPL Apple Inc. | -18.4K | -3.0% | $5.33M | 8.42% |
| PG PROCTER & GAMBLE Co | -19.3K | -12.9% | $2.83M | 0.92% |
| HD Home Depot, Inc. | -7,202 | -5.5% | $2.54M | 2.11% |
| GOOGL Alphabet Inc. | -6,533 | -2.2% | $2.33M | 4.99% |
| AMAT Applied Materials Inc | -3,026 | -11.9% | $2.19M | 0.779% |
| AMZN Amazon Com Inc | -8,906 | -1.9% | $2.12M | 5.32% |
| NVDA Nvidia Corp | -10.6K | -1.6% | $2.12M | 6.06% |
| META Meta Platforms, Inc. | -3,727 | -8.0% | $2.10M | 1.15% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| VRSK Verisk Analytics, Inc. | +44.8K | $8.04M | 0.386% |
| HONA Honeywell Aerospace Inc. | +5,429 | $1.20M | 0.058% |
| WWD Woodward, Inc. | +2,730 | $1.16M | 0.056% |
| AME Ametek Inc/ | +3,727 | $901.71K | 0.043% |
| BN BROOKFIELD Corp | +21.1K | $897.37K | 0.043% |
| XPO XPO, Inc. | +4,361 | $895.27K | 0.043% |
| RS Reliance, Inc. | +2,032 | $759.16K | 0.036% |
| HAS Hasbro, Inc. | +7,892 | $651.80K | 0.031% |
| BFS Saul Centers, Inc. | +16.6K | $621.20K | 0.03% |
| CBRE Cbre Group, Inc. | +4,318 | $581.59K | 0.028% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GEHC GE HealthCare Technologies Inc. | -5,139 | $365.80K | 0.019% |
| ZTS Zoetis Inc. | -2,965 | $350.49K | 0.018% |
| REGN Regeneron Pharmaceuticals, Inc. | -316 | $244.15K | 0.013% |
| PYPL PayPal Holdings, Inc. | -4,724 | $213.67K | 0.011% |
| SIVR abrdn Silver ETF Trust | -2,979 | $213.33K | 0.011% |
| EIX Edison International | -2,899 | $212.15K | 0.011% |
| HCA HCA Healthcare, Inc. | -448 | $212.01K | 0.011% |
| KDP Keurig Dr Pepper Inc. | -8,014 | $211.01K | 0.011% |
| OMC Omnicom Group Inc. | -2,795 | $210.49K | 0.011% |
| TRMB Trimble Inc. | -3,222 | $210.17K | 0.011% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 605.8K | $175.30M | 8.42% | -18.4K | -3.0% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 631.2K | $126.29M | 6.06% | -10.6K | -1.6% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 319.5K | $119.19M | 5.72% | -5,168 | -1.6% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 464.5K | $110.71M | 5.32% | -8,906 | -1.9% | Reduced | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 290.7K | $103.87M | 4.99% | -6,533 | -2.2% | Reduced | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 213.6K | $75.48M | 3.62% | -5,787 | -2.6% | Reduced | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 135.3K | $64.62M | 3.1% | +1,833 | +1.4% | Added | 0% |
| 8 | LLY ELI LILLY & Co | Healthcare | 50.8K | $60.92M | 2.93% | +3 | +0.0% | Added | 0.01% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 159.9K | $52.35M | 2.51% | -910 | -0.6% | Reduced | 0.01% |
| 10 | JNJ Johnson & Johnson | Healthcare | 184.8K | $46.94M | 2.25% | -2,736 | -1.5% | Reduced | 0.01% |
| 11 | WMT Walmart Inc. | Consumer Staples | 409.3K | $46.36M | 2.23% | -6,659 | -1.6% | Reduced | 0.01% |
| 12 | HD Home Depot, Inc. | Consumer Discretionary | 124.7K | $43.97M | 2.11% | -7,202 | -5.5% | Reduced | 0.01% |
| 13 | TJX Tjx Companies Inc | Consumer Discretionary | 244.3K | $37.01M | 1.78% | -4,715 | -1.9% | Reduced | 0.02% |
| 14 | V Visa Inc. | Financial Services | 102.2K | $35.07M | 1.68% | -3,417 | -3.2% | Reduced | 0.01% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 67.9K | $33.99M | 1.63% | +281 | +0.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Choate Investment Advisors.
As of its Q2 2026 13F filing, Choate Investment Advisors’s five largest positions were Apple Inc. (AAPL) at 8.4%, Nvidia Corp (NVDA) at 6.1%, Microsoft Corp (MSFT) at 5.7%, Amazon Com Inc (AMZN) at 5.3%, Alphabet Inc. (GOOGL) at 5.0% of the reported portfolio.
Choate Investment Advisors reported a 13F portfolio worth $2.08B across 345 positions for Q2 2026. That is up 8.6% from the previous quarter.
Its largest purchases by value were Verisk Analytics, Inc. ($8.04M), ExxonMobil Holdings Corp ($6.02M), Broadcom Inc. ($3.18M). It opened 33 new positions.
Its largest sales by value were Abbott Laboratories ($6.33M), Canadian Pacific Kansas City Ltd ($5.87M), Apple Inc. ($5.33M). It exited 11 positions entirely.
From the Form 13F-HR reports Choate Investment Advisors files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.