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Choate Investment Advisors
hedge fundUpdated 30 days agoManaged by Choate Investment Advisors • Latest filing Q2 2026
Portfolio value
$5.7B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
35.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $2.1B |
| Q2 2023 | $2.4B |
| Q3 2023 | $2.6B |
| Q4 2023 | $3.2B |
| Q1 2024 | $3.7B |
| Q2 2024 | $3.8B |
| Q3 2024 | $3.9B |
| Q4 2024 | $4.2B |
| Q1 2025 | $4B |
| Q2 2025 | $4.6B |
| Q3 2025 | $4.8B |
| Q4 2025 | $5.1B |
| Q1 2026 | $5.1B |
| Q2 2026 | $5.7B |
Top holdings
472 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $1.9B | 2.57M | 33.79% | — |
| 2 | V VGES VANGUARD INTL EQUITY INDEX F | $271.6M | 3.24M | 4.77% | — |
| 3 | E ETHA ISHARES INC | $251M | 3.03M | 4.41% | — |
| 4 | E ETHA ISHARES TR | $239.8M | 2.26M | 4.21% | — |
| 5 | A AAPL APPLE INC | $175.3M | 605.8K | 3.08% | — |
| 6 | ? N/A HARRIS OAKMARK ETF TRUST | $163.9M | 5.82M | 2.88% | — |
| 7 | S STT-PG SPDR SERIES TRUST | $139.2M | 2.28M | 2.45% | — |
| 8 | N NVDA NVIDIA CORPORATION | $126.3M | 631.1K | 2.22% | — |
| 9 | M MSFT MICROSOFT CORP | $119.2M | 319.5K | 2.09% | — |
| 10 | A AMZN AMAZON COM INC | $110.7M | 464.5K | 1.95% | — |
| 11 | G GOOGN ALPHABET INC | $103.9M | 290.7K | 1.83% | — |
| 12 | G GOOGN ALPHABET INC | $75.5M | 213.6K | 1.33% | — |
| 13 | S SPY STATE STR SPDR S&P 500 ETF T | $70.3M | 94.1K | 1.24% | — |
| 14 | V VGES VANGUARD INDEX FDS | $69.3M | 187.4K | 1.22% | — |
| 15 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $64.6M | 135.3K | 1.14% | — |
| 16 | L LLY ELI LILLY & CO | $60.9M | 50.8K | 1.07% | — |
| 17 | E ETHA ISHARES TR | $58.9M | 547.4K | 1.04% | — |
| 18 | J JPM-PM JPMORGAN CHASE & CO | $52.3M | 159.9K | 0.92% | — |
| 19 | J JNJ JOHNSON & JOHNSON | $46.9M | 184.8K | 0.82% | — |
| 20 | W WMT WALMART INC | $46.4M | 409.3K | 0.81% | — |