Choate Investment Advisors

CIK 0001399794 · Q1 2026

13F Equity AUM

$5.1B

+0.3% QoQ

Positions

438

-6 QoQ

AUM Rank

#998

Top 8%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #3,609 · Top 44%

vs S&P -5.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 49.2%Top 10: 61.3%Top 20: 72.5%

IVV32.9%

GVI4.6%

VEU4.6%

IEMG3.9%

OAKM3.3%

AAPL3.1%

SPYX2.5%

MSFT2.4%

NVDA2.2%

AMZN1.9%

Others (428)38.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services67.9%

Technology11.0%

Healthcare4.5%

Consumer Cyclical4.4%

Communication Services3.9%

Consumer Defensive2.5%

Industrials2.5%

Other3.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 438Median: 0.02%Avg: 0.23%

0–0.5%

409(21.6%)

0.5–1%

13(9.5%)

1–3%

10(16.6%)

3–5%

5(19.4%)

5%+

1(32.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 437Unique: 1vs 20 funds

6%Low

438

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

9.2%

8.2%

8.9%

14%

9.9%

9.4%

VANGUARD CAPITAL MANAGEMENT LLC

8.5%

GEODE CAPITAL MANAGEMENT, LLC

8.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

9.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New25Increased159Decreased174Exited31

New Positions

CEFA0.1%

+203K

IGV0.1%

+96K

ACWV0.1%

+49K

AZN0.0%

+5K

GME0.0%

+12K

HBAN0.0%

+17K

VLO0.0%

+3K

DOW0.0%

+9K

TTE0.0%

+3K

XLE0.0%

+6K

Increased

IEMG3.9%

+2.8M(+7363%)

CATH0.3%

+146K(+794%)

IVV32.9%

+134K(+5%)

VEU4.6%

+129K(+4%)

GVI4.6%

+108K(+5%)

NFLX0.2%

+67K(+173%)

UBER0.2%

+61K(+67%)

VEA0.8%

+53K(+9%)

KO0.3%

+27K(+15%)

AVGO0.5%

+22K(+41%)

Decreased

OAKM3.3%

-2,932,101(-32%)

MUB1.5%

-447,758(-38%)

EPD0.2%

-34,051(-13%)

VNT0.0%

-29,992(-40%)

TJX0.8%

-26,424(-10%)

FISV0.0%

-22,698(-60%)

ALC0.1%

-19,481(-28%)

WMT1.0%

-15,653(-4%)

HD0.8%

-15,490(-11%)

BITB0.0%

-11,185(-49%)

Exited

-12,733

-8,683

-4,467

-8,196

-1,273

-1,234

-53,725

-35,661

-1,158

FSLR

-909

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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