Institutional Fund
Choate Investment Advisors
Boston, MACIK 13997945 filings on record
Portfolio Value
$5.11B
Q1 2026
Holdings
438
Reported positions
New Buys
25
Opened this quarter
QoQ Change
+0.3%
from $5.10B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr32.9%
- Ishares Tr4.6%
- Vanguard Intl Equity Index F4.6%
- Ishares Inc3.8%
- Harris Oakmark ETF Trust3.3%
- Apple Inc3.1%
- Other47.7%
Portfolio Holdings
438 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 2.58M | $1.68B | 32.9% | +133.8K | Added |
| 2 | Ishares Tr | 2.21M | $235.25M | 4.6% | +107.7K | Added |
| 3 | Vanguard Intl Equity Index F | 3.10M | $233.17M | 4.6% | +128.5K | Added |
| 4 | Ishares Inc | 2.82M | $196.66M | 3.8% | +2.78M | Added |
| 5 | Harris Oakmark ETF Trust | 6.09M | $167.98M | 3.3% | −2.93M | Reduced |
| 6 | Apple Inc | 624.3K | $158.43M | 3.1% | +880 | Added |
| 7 | Spdr Series Trust | 2.38M | $126.09M | 2.5% | −3.7K | Reduced |
| 8 | Microsoft Corp | 324.7K | $120.19M | 2.4% | −682 | Reduced |
| 9 | Nvidia Corporation | 641.7K | $111.92M | 2.2% | −4.4K | Reduced |
| 10 | Amazon Com Inc | 473.4K | $98.60M | 1.9% | −949 | Reduced |
428 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio