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Livermore
Livermore
ZHEN

Choate Investment Advisors

SEC CIK
0001399794
Latest filing
Aug 11, 2026

The latest 13F from Choate Investment Advisors covers Q2 2026 (filed Aug 11, 2026): 472 long positions worth $5.69B. The top 10 holdings make up 61.9% of the portfolio, and the largest is iShares Core S&P 500 ETF at 33.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
49
Est. +$34.6M
Added
99
Est. +$82.6M
Reduced
199
Est. −$118.1M
Sold out
15
Est. −$6.35M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    33.8%$1.92B
  2. Vanguard Ftse All-World Ex-US Index Fund922042775
    4.8%$271.6M
  3. iShares Core MSCI Emerging Markets ETF46434G103
    4.4%$251.0M
  4. iShares Tr464288612
    4.2%$239.8M
  5. AAPLApple Inc.
    3.1%$175.3MHistory

Share of portfolio

Top 5 holdings and the other 467 positions, by share of portfolio value

  1. iShares Core S&P 500 ETF33.8%
  2. Vanguard Ftse All-World Ex-US Index Fund4.8%
  3. iShares Core MSCI Emerging Markets ETF4.4%
  4. iShares Tr4.2%
  5. AAPL3.1%
  6. Other 467 positions49.7%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core MSCI Emerging Markets ETF46434G103
    +$17.4MAdded
  2. Vanguard Ftse All-World Ex-US Index Fund922042775
    +$11.6MAdded
  3. VRSKVerisk Analytics, Inc.
    +$8.04MNewHistory
  4. Vanguard Morningstar Total Stock Market ETF922908769
    +$6.43MAdded
  5. XOMExxonMobil Holdings Corp
    +$6.02MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core MSCI Emerging Markets ETF46434G103
    +0.56 pp3.8% → 4.4%
  2. TSMTaiwan Semiconductor Manufacturing Co Ltd
    +0.25 pp0.9% → 1.1%History
  3. Vanguard Ftse All-World Ex-US Index Fund922042775
    +0.21 pp4.6% → 4.8%
  4. LLYEli Lilly & Co
    +0.16 pp0.9% → 1.1%History
  5. Vanguard Morningstar Total Stock Market ETF922908769
    +0.15 pp1.1% → 1.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr464288414
    −$18.3MReduced
  2. Harris Oakmark ETF Trust41456U106
    −$7.74MReduced
  3. iShares Core S&P 500 ETF464287200
    −$6.93MReduced
  4. ABTAbbott Laboratories
    −$6.33MReducedHistory
  5. SPDR Series Trust78468R796
    −$6.08MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288414
    −0.46 pp1.5% → 1.0%
  2. Harris Oakmark ETF Trust41456U106
    −0.41 pp3.3% → 2.9%
  3. MSFTMicrosoft Corp
    −0.26 pp2.4% → 2.1%History
  4. ABTAbbott Laboratories
    −0.24 pp0.6% → 0.4%History
  5. WMTWalmart Inc.
    −0.20 pp1.0% → 0.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$5.69B
+$580.3M (+11.4%) vs. prior quarter
Positions
472
+34 vs. prior quarter
Top 10 concentration
61.9%
Top 10 as share of value
Turnover
2.2%
Q2 2026, one quarter
Average holding period
18.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $5.69B (Q2 2026)

Q1 2021: $1.62BQ2 2021: $1.65BQ3 2021: $1.57BQ4 2021: $1.71BQ1 2022: $1.88BQ2 2022: $1.65BQ3 2022: $1.52BQ4 2022: $1.66BQ1 2023: $2.07BQ2 2023: $2.39BQ3 2023: $2.55BQ4 2023: $3.23BQ1 2024: $3.71BQ2 2024: $3.81BQ3 2024: $3.92BQ4 2024: $4.16BQ1 2025: $4.02BQ2 2025: $4.61BQ3 2025: $4.83BQ4 2025: $5.10BQ1 2026: $5.11BQ2 2026: $5.69B
Q1 2021Q2 2026
13F filings of Choate Investment Advisors by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 2026472$5.69BiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index FundiShares Core MSCI Emerging Markets ETFvs. Q1 2026SEC
Q1 2026May 13, 2026438$5.11BiShares Core S&P 500 ETFiShares TrVanguard Ftse All-World Ex-US Index Fundvs. Q4 2025SEC
Q4 2025Feb 9, 2026444$5.10BiShares Core S&P 500 ETFHarris Oakmark ETF TrustiShares Trvs. Q3 2025SEC
Q3 2025Nov 10, 2025424$4.83BiShares Core S&P 500 ETFHarris Oakmark ETF TrustiShares Trvs. Q2 2025SEC
Q2 2025Aug 12, 2025477$4.61BiShares Core S&P 500 ETFHarris Oakmark ETF TrustiShares Trvs. Q1 2025SEC
Q1 2025May 14, 2025395$4.02BiShares Core S&P 500 ETFiShares TrAAPLvs. Q4 2024SEC
Q4 2024Feb 10, 2025402$4.16BiShares Core S&P 500 ETFAAPLiShares Trvs. Q3 2024SEC
Q3 2024Nov 13, 2024383$3.92BiShares Core S&P 500 ETFiShares TrAAPLvs. Q2 2024SEC
Q2 2024Aug 8, 2024377$3.81BiShares Core S&P 500 ETFInvesco Exchange Traded FD TMSFTvs. Q1 2024SEC
Q1 2024May 7, 2024405$3.71BiShares Core S&P 500 ETFInvesco Exchange Traded FD TiShares Trvs. Q4 2023SEC
Q4 2023Feb 14, 2024379$3.23BiShares Core S&P 500 ETFInvesco Exchange Traded FD TiShares Trvs. Q3 2023SEC
Q3 2023Oct 30, 2023431$2.55BiShares Core S&P 500 ETFInvesco Exchange Traded FD TiShares Trvs. Q2 2023SEC
Q2 2023Aug 1, 2023348$2.39BiShares Core S&P 500 ETFInvesco Exchange Traded FD TiShares Trvs. Q1 2023SEC
Q1 2023May 15, 2023319$2.07BiShares Core S&P 500 ETFInvesco Exchange Traded FD TiShares Core S&P Small Cap ETFvs. Q4 2022SEC
Q4 2022Feb 14, 2023327$1.66BiShares Core S&P 500 ETFInvesco Exchange Traded FD TiShares S&P 500 Growth ETFvs. Q3 2022SEC
Q3 2022Nov 14, 2022296$1.52BiShares Core S&P 500 ETFInvesco Exchange Traded FD TiShares Trvs. Q2 2022SEC
Q2 2022Aug 11, 2022314$1.65BInvesco Exchange Traded FD TiShares Core S&P 500 ETFiShares Trvs. Q1 2022SEC
Q1 2022Apr 29, 2022359$1.88BInvesco Exchange Traded FD TiShares Core S&P 500 ETFSPDR Series Trustvs. Q4 2021SEC
Q4 2021Feb 7, 2022343$1.71BiShares Core S&P 500 ETFInvesco Exchange Traded FD TSPDR Series Trustvs. Q3 2021SEC
Q3 2021Nov 4, 2021306$1.57BiShares Core S&P 500 ETFInvesco Exchange Traded FD TSPDR Series Trustvs. Q2 2021SEC
Q2 2021Jul 30, 2021342$1.65BiShares Core S&P 500 ETFInvesco Exchange Traded FD TVanguard Scottsdale FDSvs. Q1 2021SEC
Q1 2021May 7, 2021304$1.62BiShares Core S&P 500 ETFVanguard Scottsdale FDSSPDR Series Trust–SEC