Choate Investment Advisors just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 2,781,706 shares of $IEMG (~$188,919,563). This was an increase of ~7363% over their previous position.
- An addition of 133,775 shares of $IVV (~$86,268,822). This was an increase of ~5% over their previous position.
- A decrease of -2,932,101 shares of $OAKM (~$80,823,364). This was a decrease of ~32% from their previous position.
- A decrease of -447,758 shares of $MUB (~$47,529,512). This was a decrease of ~38% from their previous position.
- An addition of 107,675 shares of $GVI (~$11,486,769). This was an increase of ~5% over their previous position.
- An addition of 145,585 shares of $CATH (~$11,377,468). This was an increase of ~794% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Choate Investment Advisors for more details.
