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Home > Institutional Investor > Choate Investment Advisors > Profile

Instuitional Investor - Choate Investment Advisors

Fund Profile
Filing Period:
Fund Name: Choate Investment Advisors
Portfolio Value $5,095,590,832
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 2,443,219 $1,673,458,422 32.84%
2.
Harris Oakmark Etf Trust
 9,026,210 $255,983,316 5.02%
3.
Ishares Tr - INTRM GOV CR ETF
 2,097,512 $225,167,913 4.42%
4.
Vanguard Intl Equity Index Funds
 VWO 2,976,271 $218,934,496 4.3%
5.
Apple Inc.
 AAPL 623,374 $169,470,428 3.33%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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