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Latest Choate Investment Advisors Stock Portfolio

$5.11Billion | No. of Holdings #438

Choate Investment Advisors Performance

2026 Q1-3.60%
YTD-3.60%
2025+12.19%

About Choate Investment Advisors and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Choate Investment Advisors reported an equity portfolio of $5.1 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Choate Investment Advisors are IJR, AAXJ, VEU. The fund has invested 32.9% of it's portfolio in ISHARES TR and 4.6% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off PROFESIONALLY MANAGED PORTFO, ASTRAZENECA PLC (AZN) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in IQVIA HLDGS INC (IQV), FISERV INC and KEYSIGHT TECHNOLOGIES INC (KEYS). Choate Investment Advisors opened new stock positions in ISHARES TR (IJR), GLOBAL X FDS (AGNG) and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (EMGF), GLOBAL X FDS (AGNG) and SEABOARD CORP DEL (SEB).
Choate Investment Advisors Equity Portfolio Value
Last Reported on: 13 May, 2026
$5.11Billion
  as of May 13, 2026

Choate Investment Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Choate Investment Advisors made a return of -3.6% in the last quarter. In trailing 12 months, it's portfolio return was 12.18%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr7,722,260
global x fds7,493,060
ishares inc5,890,420
astrazeneca plc923,060
valero energy corp691,577
select sector spdr tr372,400
dow hldgs inc355,733
cadence design system inc320,106
New stocks bought by Choate Investment Advisors

Additions

Ticker% Inc.
ishares inc7,363
global x fds794
seaboard corp del213
netflix inc.172
ishares tr158
vanguard world fd155
vanguard world fd151
vanguard index fds135
Additions to existing portfolio by Choate Investment Advisors

Reductions

Ticker% Reduced
iqvia hldgs inc-62.93
fiserv inc-60.04
keysight technologies inc-51.58
bitwise bitcoin etf tr-49.25
spdr series trust-45.58
qualcomm inc-40.74
vontier corporation-39.56
us bancorp-38.73
Choate Investment Advisors reduced stake in above stock

Sold off

Ticker$ Sold
lionsgate studios corp-490,509
liberty latin america ltd-266,031
invesco advantage mun income-180,704
telefonica s a-59,118
profesionally managed portfo-834,139
eastern bankshares inc-194,982
astrazeneca plc-798,228
par technology corp-297,351
Choate Investment Advisors got rid off the above stocks

Sector Distribution

Choate Investment Advisors has about 65.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Energy
  • Basic Materials
Sector%
Others65.7
Technology9.9
Financial Services4.4
Consumer Cyclical4.4
Healthcare4.2
Communication Services3.8
Industrials2.5
Consumer Defensive2.5
Energy1.1
Basic Materials1.1

Market Cap. Distribution

Choate Investment Advisors has about 34% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED65.7
MEGA-CAP24.2
LARGE-CAP9.8

Stocks belong to which Index?

About 33% of the stocks held by Choate Investment Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others66.9
S&P 50033
Top 5 Winners (%)%
CF
cf industries hold
67.4 %
TPL
texas pacific land corporati
65.1 %
GLW
corning inc
55.3 %
VRT
vertiv holdings co
53.5 %
TER
teradyne inc
50.4 %
Top 5 Winners ($)$
JNJ
johnson & johnson
7.2 M
XOM
exxon mobil corp
6.1 M
WMT
walmart inc
5.5 M
VEU
vanguard intl equity index f
4.7 M
TSM
taiwan semiconductor manufac
4.6 M
Top 5 Losers (%)%
U
unity software inc
-49.9 %
PRGS
progress software corp
-40.3 %
AFRM
affirm hldgs inc
-36.9 %
rubrik inc.
-36.0 %
INTU
intuit
-34.5 %
Top 5 Losers ($)$
IJR
ishares tr
-79.6 M
MSFT
microsoft corp
-36.9 M
AAPL
apple inc
-11.3 M
AMZN
amazon com inc
-10.7 M
NVDA
nvidia corporation
-7.8 M

Choate Investment Advisors Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Choate Investment Advisors

Choate Investment Advisors has 438 stocks in it's portfolio. About 61.3% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for Choate Investment Advisors last quarter.

$5.11BTotal Value
469Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of Choate Investment Advisors, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Choate Investment Advisors's holding in Ishares Tr over time
4.6%2,205,190
$235.25M
4.6%
increased 5.13 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Choate Investment Advisors's holding in Ishares Tr over time
1.49%717,755
$76.19M
1.49%
decreased 38.42 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Choate Investment Advisors's holding in Ishares Tr over time
0.06%28,825
$3.07M
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Choate Investment Advisors's holding in Ishares Tr over time
0.04%13,438
$1.86M
0.04%
increased 5.75 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Choate Investment Advisors's holding in Ishares Tr over time
0.01%5,148
$573.3K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Choate Investment Advisors's holding in Ishares Tr over time
0.01%7,056
$370.9K
0.01%
increased 0.58 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Choate Investment Advisors's holding in Ishares Tr over time
0.02%23,777
$1.10M
0.02%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Choate Investment Advisors's holding in Ishares Tr over time
0.02%22,056
$937.3K
0.02%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Choate Investment Advisors's holding in Ishares Inc over time
0.12%49,288
$5.89M
0.12%
new position