Filed: 2/9/2026ACC: 0001398344-26-002491
📋 What this filing means
CHOATE INVESTMENT ADVISORS filed this quarterly 13F‑HR report disclosing 444 equity positions with a total reported market value of $5.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
444
Positions
$5.10B
Total AUM (reported)
33.97M
Total Shares
Allocation by class
CORE S&P500 ETF$1.67B32.8%
COM$1.55B30.4%
OAKMARK U S LRG$255.98M5.0%
INTRM GOV CR ETF$225.17M4.4%
ALLWRLD EX US$218.93M4.3%
STATE STREET SPD$148.04M2.9%
NATIONAL MUN ETF$124.84M2.4%
Portfolio Concentration
Top 3$2.15B42.3%
4–10$1.03B20.3%
11–25$748.40M14.7%
Rest$1.16B22.7%
Top 3 weight
42.3%
Top 10 weight
62.6%
Voting Authority Distribution
Total shares with voting rights: 33.97M
Sole
Full voting authority
29.85M
shares
% of voting shares87.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.13M
shares
% of voting shares12.2%
Investment Discretion (by position count)
Sole444
Shared0
Other0
Dominant voting typeSole · 87.8% of voting shares
Institutional Holdings444
Rows:
ISHARES TR
SOLEShares2.44M
TypeSH
Market value$1.67B
32.84%
Sole
2.39M
Shared
0.00
None
57.40K
HARRIS OAKMARK ETF TRUST
SOLEShares9.03M
TypeSH
Market value$255.98M
5.02%
Sole
8.95M
Shared
0.00
None
72.78K
ISHARES TR
SOLEShares2.10M
TypeSH
Market value$225.17M
4.42%
Sole
2.04M
Shared
0.00
None
53.10K
VANGUARD INTL EQUITY INDEX F
SOLEShares2.98M
TypeSH
Market value$218.93M
4.30%
Sole
2.89M
Shared
0.00
None
88.88K
APPLE INC
SOLEShares623.37K
TypeSH
Market value$169.47M
3.33%
Sole
505.08K
Shared
0.00
None
118.30K
MICROSOFT CORP
SOLEShares325.37K
TypeSH
Market value$157.35M
3.09%
Sole
250.08K
Shared
0.00
None
75.29K
SPDR SERIES TRUST
SOLEShares2.38M
TypeSH
Market value$133.81M
2.63%
Sole
2.38M
Shared
0.00
None
369.00
ISHARES TR
SOLEShares1.17M
TypeSH
Market value$124.84M
2.45%
Sole
1.16M
Shared
0.00
None
1.50K
NVIDIA CORPORATION
SOLEShares646.08K
TypeSH
Market value$120.49M
2.36%
Sole
392.51K
Shared
0.00
None
253.56K
AMAZON COM INC
SOLEShares474.37K
TypeSH
Market value$109.49M
2.15%
Sole
329.55K
Shared
0.00
None
144.82K
ALPHABET INC
SOLEShares299.81K
TypeSH
Market value$93.84M
1.84%
Sole
184.56K
Shared
0.00
None
115.25K
ALPHABET INC
SOLEShares222.13K
TypeSH
Market value$69.70M
1.37%
Sole
194.20K
Shared
0.00
None
27.93K
SPDR S&P 500 ETF TR
SOLEShares92.65K
TypeSH
Market value$63.18M
1.24%
Sole
77.19K
Shared
0.00
None
15.47K
VANGUARD INDEX FDS
SOLEShares168.91K
TypeSH
Market value$56.63M
1.11%
Sole
93.56K
Shared
0.00
None
75.34K
ELI LILLY & CO
SOLEShares48.19K
TypeSH
Market value$51.78M
1.02%
Sole
36.93K
Shared
0.00
None
11.26K
HOME DEPOT INC
SOLEShares147.38K
TypeSH
Market value$50.71M
1.00%
Sole
100.58K
Shared
0.00
None
46.79K
WALMART INC
SOLEShares431.66K
TypeSH
Market value$48.09M
0.94%
Sole
288.01K
Shared
0.00
None
143.65K
JPMORGAN CHASE & CO.
SOLEShares139.51K
TypeSH
Market value$44.95M
0.88%
Sole
134.51K
Shared
0.00
None
5K
TJX COS INC NEW
SOLEShares275.46K
TypeSH
Market value$42.31M
0.83%
Sole
185.94K
Shared
0.00
None
89.52K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares138.76K
TypeSH
Market value$42.17M
0.83%
Sole
99.45K
Shared
0.00
None
39.31K
JOHNSON & JOHNSON
SOLEShares195.11K
TypeSH
Market value$40.38M
0.79%
Sole
129.20K
Shared
0.00
None
65.91K
ABBOTT LABS
SOLEShares305.98K
TypeSH
Market value$38.34M
0.75%
Sole
234.22K
Shared
0.00
None
71.75K
VISA INC
SOLEShares105.76K
TypeSH
Market value$37.09M
0.73%
Sole
41.87K
Shared
0.00
None
63.89K
VANGUARD TAX-MANAGED FDS
SOLEShares569.72K
TypeSH
Market value$35.59M
0.70%
Sole
279.66K
Shared
0.00
None
290.06K
BERKSHIRE HATHAWAY INC DEL
SOLEShares66.90K
TypeSH
Market value$33.63M
0.66%
Sole
63.06K
Shared
0.00
None
3.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 2.44M | SH | $1.67B 32.84% | 2.39M | 0.00 | 57.40K |
HARRIS OAKMARK ETF TRUSTSOLE | OAKMARK U S LRG | 9.03M | SH | $255.98M 5.02% | 8.95M | 0.00 | 72.78K |
ISHARES TRSOLE | INTRM GOV CR ETF | 2.10M | SH | $225.17M 4.42% | 2.04M | 0.00 | 53.10K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 2.98M | SH | $218.93M 4.30% | 2.89M | 0.00 | 88.88K |
APPLE INCSOLE | COM | 623.37K | SH | $169.47M 3.33% | 505.08K | 0.00 | 118.30K |
MICROSOFT CORPSOLE | COM | 325.37K | SH | $157.35M 3.09% | 250.08K | 0.00 | 75.29K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.38M | SH | $133.81M 2.63% | 2.38M | 0.00 | 369.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 1.17M | SH | $124.84M 2.45% | 1.16M | 0.00 | 1.50K |
NVIDIA CORPORATIONSOLE | COM | 646.08K | SH | $120.49M 2.36% | 392.51K | 0.00 | 253.56K |
AMAZON COM INCSOLE | COM | 474.37K | SH | $109.49M 2.15% | 329.55K | 0.00 | 144.82K |
ALPHABET INCSOLE | CAP STK CL A | 299.81K | SH | $93.84M 1.84% | 184.56K | 0.00 | 115.25K |
ALPHABET INCSOLE | CAP STK CL C | 222.13K | SH | $69.70M 1.37% | 194.20K | 0.00 | 27.93K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 92.65K | SH | $63.18M 1.24% | 77.19K | 0.00 | 15.47K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 168.91K | SH | $56.63M 1.11% | 93.56K | 0.00 | 75.34K |
ELI LILLY & COSOLE | COM | 48.19K | SH | $51.78M 1.02% | 36.93K | 0.00 | 11.26K |
HOME DEPOT INCSOLE | COM | 147.38K | SH | $50.71M 1.00% | 100.58K | 0.00 | 46.79K |
WALMART INCSOLE | COM | 431.66K | SH | $48.09M 0.94% | 288.01K | 0.00 | 143.65K |
JPMORGAN CHASE & CO.SOLE | COM | 139.51K | SH | $44.95M 0.88% | 134.51K | 0.00 | 5K |
TJX COS INC NEWSOLE | COM | 275.46K | SH | $42.31M 0.83% | 185.94K | 0.00 | 89.52K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 138.76K | SH | $42.17M 0.83% | 99.45K | 0.00 | 39.31K |
JOHNSON & JOHNSONSOLE | COM | 195.11K | SH | $40.38M 0.79% | 129.20K | 0.00 | 65.91K |
ABBOTT LABSSOLE | COM | 305.98K | SH | $38.34M 0.75% | 234.22K | 0.00 | 71.75K |
VISA INCSOLE | COM CL A | 105.76K | SH | $37.09M 0.73% | 41.87K | 0.00 | 63.89K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 569.72K | SH | $35.59M 0.70% | 279.66K | 0.00 | 290.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 66.90K | SH | $33.63M 0.66% | 63.06K | 0.00 | 3.84K |
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