Choate Investment Advisors
13F filer · CIK 0001399794Reported Aug 11, 2026
Net seller this quarter
13F portfolio value$5.69BU.S. long equity reported on 13F
Positions36037 new · 15 closed
Net flow last quarter-$31.7MBuys minus sells
Top 10 positions weight18.4%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 11, 2026360 positions | |||||
| $175M | 3.08% | 0.00% | -3.0% | Q2 2018 | |
| $139M | 2.45% | Not reported | -4.2% | Q1 2022 | |
| $126M | 2.22% | 0.00% | -1.7% | Q2 2018 | |
| $119M | 2.09% | 0.00% | -1.6% | Q2 2018 | |
| $111M | 1.95% | 0.00% | -1.9% | Q2 2018 | |
| $104M | 1.83% | 0.00% | -2.2% | Q2 2018 | |
| $75.5M | 1.33% | Not reported | -2.6% | Q2 2018 | |
| $70.3M | 1.24% | Not reported | +2.1% | Q2 2018 | |
| $64.6M | 1.14% | 0.00% | +1.4% | Q4 2020 | |
| $60.9M | 1.07% | 0.01% | 0.0% | Q2 2018 | |
| $52.3M | 0.92% | 0.01% | -0.6% | Q2 2018 | |
| $46.9M | 0.82% | 0.01% | -1.5% | Q2 2018 | |
| $46.4M | 0.81% | 0.01% | -1.6% | Q2 2018 | |
| $44M | 0.77% | 0.01% | -5.5% | Q2 2018 | |
| $37M | 0.65% | 0.02% | -1.9% | Q2 2018 | |
| $35.1M | 0.62% | 0.01% | -3.2% | Q3 2018 | |
| $34M | 0.60% | Not reported | +0.4% | Q2 2018 | |
| $31M | 0.54% | 0.00% | +11.4% | Q4 2020 | |
| $27.8M | 0.49% | 0.00% | -0.6% | Q2 2018 | |
| $24M | 0.42% | Not reported | -8.1% | Q2 2018 | |
| $23.2M | 0.41% | 0.00% | +35.1% | Q2 2018 | |
| $22.3M | 0.39% | 0.01% | +2.8% | Q1 2022 | |
| $21.3M | 0.37% | 0.01% | -22.9% | Q2 2018 | |
| $21.2M | 0.37% | 0.02% | -0.3% | Q2 2021 | |
| $20.4M | 0.36% | Not reported | +12.0% | Q3 2018 | |
| $20.3M | 0.36% | 0.03% | Not reported | Q2 2018 | |
| $19.2M | 0.34% | 0.01% | -12.9% | Q2 2018 | |
| $18M | 0.32% | 0.00% | -4.1% | Q2 2018 | |
| $17.3M | 0.30% | 0.04% | -1.7% | Q4 2021 | |
| $16.3M | 0.29% | 0.00% | +0.5% | Q2 2018 | |
| $16.2M | 0.29% | 0.00% | -11.9% | Q4 2021 | |
| $15.6M | 0.27% | 0.01% | -2.6% | Q2 2018 | |
| $15.4M | 0.27% | 0.01% | +12.6% | Q2 2018 | |
| $15M | 0.26% | 0.04% | +0.2% | Q2 2021 | |
| $14.8M | 0.26% | 0.01% | -1.7% | Q4 2020 | |
| $14.2M | 0.25% | 0.01% | +1.1% | Q2 2019 | |
| $13.2M | 0.23% | 0.01% | -4.3% | Q2 2018 | |
| $12.8M | 0.22% | 0.19% | -1.2% | Q4 2024 | |
| $12.3M | 0.22% | 0.02% | -19.0% | Q2 2022 | |
| $12.2M | 0.21% | 0.01% | +11.0% | Q4 2023 | |
| $12.2M | 0.21% | 0.00% | -7.1% | Q2 2018 | |
| $12M | 0.21% | Not reported | Not reported | Q2 2018 | |
| $11.8M | 0.21% | 0.00% | -3.2% | Q2 2018 | |
| $10.3M | 0.18% | 0.00% | +35.7% | Q2 2018 | |
| $10.3M | 0.18% | 0.00% | +0.6% | Q2 2018 | |
| $10.2M | 0.18% | 0.03% | +4.6% | Q1 2021 | |
| $10.2M | 0.18% | 0.01% | -7.1% | Q2 2018 | |
| $10.1M | 0.18% | 0.00% | +0.5% | Q2 2018 | |
| $9.95M | 0.17% | 0.01% | -5.2% | Q2 2018 | |
| $9.5M | 0.17% | 0.00% | +47.0% | Q4 2021 | |
| Q1 2026Reported May 13, 2026336 positions | |||||
| $158M | 3.10% | 0.00% | +0.1% | Q2 2018 | |
| $126M | 2.47% | Not reported | -0.2% | Q1 2022 | |
| $120M | 2.35% | 0.00% | -0.2% | Q2 2018 | |
| $112M | 2.19% | 0.00% | -0.7% | Q2 2018 | |
| $98.6M | 1.93% | 0.00% | -0.2% | Q2 2018 | |
| $85.5M | 1.67% | 0.00% | -0.9% | Q2 2018 | |
| $62.9M | 1.23% | Not reported | -1.2% | Q2 2018 | |
| $60M | 1.17% | Not reported | -0.5% | Q2 2018 | |
| $51.7M | 1.01% | 0.01% | -3.6% | Q2 2018 | |
| $47.3M | 0.93% | 0.01% | +15.3% | Q2 2018 | |
| $46.7M | 0.91% | 0.01% | +5.4% | Q2 2018 | |
| $45.8M | 0.90% | 0.01% | -3.9% | Q2 2018 | |
| $45.1M | 0.88% | 0.00% | -3.8% | Q4 2020 | |
| $43.4M | 0.85% | 0.01% | -10.5% | Q2 2018 | |
| $39.8M | 0.78% | 0.02% | -9.6% | Q2 2018 | |
| $32.4M | 0.63% | Not reported | +1.1% | Q2 2018 | |
| $31.9M | 0.62% | 0.01% | -0.1% | Q3 2018 | |
| $31.2M | 0.61% | 0.02% | -0.6% | Q2 2018 | |
| $27.2M | 0.53% | 0.00% | -0.3% | Q2 2018 | |
| $26.5M | 0.52% | Not reported | +8.4% | Q2 2018 | |
| $22.8M | 0.45% | 0.00% | +41.4% | Q4 2020 | |
| $21.7M | 0.42% | 0.01% | -6.1% | Q2 2018 | |
| $21.3M | 0.42% | 0.00% | +1.7% | Q2 2018 | |
| $21.1M | 0.41% | 0.03% | +0.1% | Q2 2018 | |
| $20.7M | 0.41% | 0.01% | +3.5% | Q1 2022 | |
| $17.2M | 0.34% | 0.04% | -2.5% | Q4 2021 | |
| $16.2M | 0.32% | 0.00% | +4.6% | Q2 2018 | |
| $16.2M | 0.32% | 0.02% | +1.7% | Q2 2021 | |
| $15.9M | 0.31% | 0.01% | -5.6% | Q2 2018 | |
| $15.9M | 0.31% | 0.01% | -2.2% | Q2 2018 | |
| $15.2M | 0.30% | 0.00% | +15.5% | Q2 2018 | |
| $15.1M | 0.29% | 0.19% | -2.5% | Q4 2024 | |
| $14.4M | 0.28% | 0.04% | -3.9% | Q2 2021 | |
| $14.3M | 0.28% | Not reported | Not reported | Q3 2018 | |
| $14.3M | 0.28% | 0.01% | -0.3% | Q2 2018 | |
| $14.2M | 0.28% | 0.01% | +4.1% | Q4 2020 | |
| $13.1M | 0.26% | 0.02% | -2.4% | Q2 2022 | |
| $12.7M | 0.25% | 0.01% | +1.5% | Q2 2019 | |
| $12.3M | 0.24% | 0.00% | +3.6% | Q2 2018 | |
| $11.5M | 0.22% | Not reported | Not reported | Q2 2018 | |
| $11.2M | 0.22% | 0.01% | -12.9% | Q2 2020 | |
| $11M | 0.21% | 0.01% | +67.2% | Q4 2023 | |
| $10.2M | 0.20% | 0.00% | +172.8% | Q2 2018 | |
| $10M | 0.20% | 0.01% | -2.8% | Q2 2018 | |
| $9.53M | 0.19% | 0.01% | -1.7% | Q2 2018 | |
| $9.52M | 0.19% | 0.00% | -8.3% | Q2 2018 | |
| $9.01M | 0.18% | 0.03% | +15.2% | Q1 2021 | |
| $8.78M | 0.17% | 0.01% | -12.8% | Q2 2022 | |
| $8.71M | 0.17% | 0.00% | +1.6% | Q4 2021 | |
| $8.16M | 0.16% | 0.01% | +1.0% | Q2 2018 | |
| Q4 2025Reported Feb 9, 2026339 positions | |||||
| $169M | 3.33% | 0.00% | -1.1% | Q2 2018 | |
| $157M | 3.09% | 0.00% | +0.2% | Q2 2018 | |
| $134M | 2.63% | Not reported | -2.5% | Q1 2022 | |
| $120M | 2.36% | 0.00% | +1.4% | Q2 2018 | |
| $109M | 2.15% | 0.00% | +1.1% | Q2 2018 | |
| $93.8M | 1.84% | 0.00% | -3.8% | Q2 2018 | |
| $69.7M | 1.37% | Not reported | -1.1% | Q2 2018 | |
| $63.2M | 1.24% | Not reported | +1.4% | Q2 2018 | |
| $51.8M | 1.02% | 0.01% | +9.4% | Q2 2018 | |
| $50.7M | 1.00% | 0.01% | -4.0% | Q2 2018 | |
| $48.1M | 0.94% | 0.01% | +12.9% | Q2 2018 | |
| $45M | 0.88% | 0.01% | +8.3% | Q2 2018 | |
| $42.3M | 0.83% | 0.02% | +4.2% | Q2 2018 | |
| $42.2M | 0.83% | 0.00% | +12.0% | Q4 2020 | |
| $40.4M | 0.79% | 0.01% | +2.6% | Q2 2018 | |
| $38.3M | 0.75% | 0.02% | +9.3% | Q2 2018 | |
| $37.1M | 0.73% | 0.01% | +2.2% | Q3 2018 | |
| $33.6M | 0.66% | Not reported | -4.9% | Q2 2018 | |
| $31.2M | 0.61% | 0.00% | +4.4% | Q2 2018 | |
| $28.2M | 0.55% | Not reported | +16.6% | Q2 2018 | |
| $22.9M | 0.45% | 0.01% | -23.1% | Q2 2018 | |
| $22.6M | 0.44% | 0.03% | Not reported | Q2 2018 | |
| $19M | 0.37% | 0.04% | -4.2% | Q4 2021 | |
| $18.6M | 0.36% | 0.01% | -15.3% | Q2 2020 | |
| $18M | 0.35% | 0.00% | +53.4% | Q4 2020 | |
| $17.5M | 0.34% | 0.01% | +0.4% | Q2 2018 | |
| $17.3M | 0.34% | 0.01% | +50.3% | Q4 2020 | |
| $17.2M | 0.34% | 0.01% | +3.0% | Q1 2022 | |
| $16.3M | 0.32% | 0.00% | -8.4% | Q2 2018 | |
| $16M | 0.31% | 0.04% | +2.0% | Q2 2021 | |
| $15.6M | 0.31% | 0.01% | -0.1% | Q2 2018 | |
| $15.2M | 0.30% | Not reported | -1.2% | Q3 2018 | |
| $15M | 0.29% | 0.01% | -5.9% | Q2 2018 | |
| $14.8M | 0.29% | 0.00% | +3.1% | Q2 2018 | |
| $14.4M | 0.28% | 0.01% | -3.6% | Q2 2019 | |
| $14.2M | 0.28% | 0.19% | +13.2% | Q4 2024 | |
| $12.9M | 0.25% | 0.02% | -6.5% | Q2 2022 | |
| $12.3M | 0.24% | 0.01% | +11.0% | Q2 2018 | |
| $12.2M | 0.24% | 0.02% | +11.8% | Q2 2021 | |
| $12.1M | 0.24% | 0.00% | +48.3% | Q2 2018 | |
| $12.1M | 0.24% | Not reported | Not reported | Q2 2018 | |
| $10.5M | 0.21% | 0.01% | -5.2% | Q2 2018 | |
| $10.4M | 0.20% | 0.00% | +16.0% | Q2 2018 | |
| $9.75M | 0.19% | 0.01% | +2.6% | Q2 2018 | |
| $9.2M | 0.18% | 0.02% | -3.9% | Q2 2018 | |
| $9.06M | 0.18% | 0.00% | -6.7% | Q2 2018 | |
| $8.99M | 0.18% | 0.00% | +3.6% | Q2 2018 | |
| $8.53M | 0.17% | 0.01% | -3.8% | Q2 2022 | |
| $8.48M | 0.17% | 0.01% | -4.2% | Q2 2018 | |
| $8.2M | 0.16% | 0.02% | +166.2% | Q1 2021 | |
| Q3 2025Reported Nov 10, 2025321 positions | |||||
| $168M | 3.48% | 0.00% | +1.7% | Q2 2018 | |
| $160M | 3.32% | 0.00% | +0.4% | Q2 2018 | |
| $134M | 2.77% | Not reported | -3.0% | Q1 2022 | |
| $119M | 2.46% | 0.00% | -0.2% | Q2 2018 | |
| $103M | 2.13% | 0.00% | +1.1% | Q2 2018 | |
| $75.7M | 1.57% | 0.00% | -2.3% | Q2 2018 | |
| $62.2M | 1.29% | 0.02% | +1.7% | Q2 2018 | |
| $60.9M | 1.26% | Not reported | +3.2% | Q2 2018 | |
| $54.7M | 1.13% | Not reported | -4.2% | Q2 2018 | |
| $40.6M | 0.84% | 0.00% | +1.1% | Q2 2018 | |
| $39.4M | 0.82% | 0.00% | +6.8% | Q2 2018 | |
| $38.2M | 0.79% | 0.02% | +6.0% | Q2 2018 | |
| $37.5M | 0.78% | 0.02% | +6.4% | Q2 2018 | |
| $35.4M | 0.73% | Not reported | +5.2% | Q2 2018 | |
| $35.3M | 0.73% | 0.01% | -0.4% | Q3 2018 | |
| $35.3M | 0.73% | 0.01% | -2.5% | Q2 2018 | |
| $34.6M | 0.72% | 0.00% | +4.6% | Q4 2020 | |
| $33.6M | 0.70% | 0.00% | +14.6% | Q2 2018 | |
| $31.9M | 0.66% | 0.01% | -15.1% | Q2 2018 | |
| $29.7M | 0.62% | 0.00% | +3.9% | Q2 2018 | |
| $26.9M | 0.56% | Not reported | +22.2% | Q2 2018 | |
| $25.8M | 0.53% | 0.04% | -5.2% | Q2 2018 | |
| $24.5M | 0.51% | 0.02% | 0.0% | Q2 2018 | |
| $22.1M | 0.46% | 0.02% | +6.2% | Q2 2020 | |
| $19.9M | 0.41% | 0.04% | +2.1% | Q4 2021 | |
| $18.6M | 0.39% | 0.01% | +6.7% | Q1 2022 | |
| $18M | 0.37% | 0.00% | +1.4% | Q2 2018 | |
| $16.2M | 0.33% | 0.01% | -11.1% | Q2 2019 | |
| $15.7M | 0.32% | 0.01% | -0.2% | Q2 2018 | |
| $15.6M | 0.32% | 0.01% | -12.3% | Q2 2018 | |
| $15.5M | 0.32% | 0.04% | -5.5% | Q2 2021 | |
| $15.1M | 0.31% | Not reported | +3.6% | Q3 2018 | |
| $14M | 0.29% | 0.01% | +0.1% | Q2 2018 | |
| $13.5M | 0.28% | 0.00% | +1.3% | Q2 2018 | |
| $13.1M | 0.27% | 0.02% | -2.5% | Q2 2022 | |
| $12.6M | 0.26% | 0.01% | +2.7% | Q2 2018 | |
| $12.1M | 0.25% | Not reported | -5.9% | Q2 2018 | |
| $11.6M | 0.24% | 0.01% | +816.2% | Q4 2020 | |
| $11.3M | 0.23% | 0.18% | +2.1% | Q4 2024 | |
| $11.2M | 0.23% | 0.00% | +2.6% | Q4 2020 | |
| $10.9M | 0.23% | 0.01% | -2.8% | Q2 2018 | |
| $10.7M | 0.22% | 0.02% | -5.6% | Q2 2021 | |
| $9.97M | 0.21% | 0.11% | -14.8% | Q2 2022 | |
| $9.77M | 0.20% | 0.00% | -25.6% | Q2 2018 | |
| $9.31M | 0.19% | 0.00% | +4.8% | Q2 2018 | |
| $9.23M | 0.19% | 0.01% | -5.7% | Q2 2018 | |
| $8.84M | 0.18% | 0.01% | +2.4% | Q2 2023 | |
| $8.84M | 0.18% | 0.00% | -1.3% | Q2 2018 | |
| $8.74M | 0.18% | 0.02% | -6.8% | Q2 2018 | |
| $8.65M | 0.18% | 0.01% | -6.7% | Q2 2022 | |
Premium opens every quarter this fund has filed