Choate Investment Advisors
Annual return '25
+31.5%
SPY '25
+17.7%
Alpha
+13.8ptsvs SPY
Invested
$5.1B
Holdings
437
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 99.8% (2.44M → 4.7k shares)
32.9%
02
$GVI
ISHARES TR
Q1 2026: Exited (was 2.10M shares)
4.6%
03
$VEU
VANGUARD INTL EQUITY INDEX F
Q1 2026: Sold 99.8% (2.98M → 5.1k shares)
4.6%
04
$IEMG
ISHARES INC
Q1 2026: Exited (was 37.8k shares)
3.8%
05
$OAKM
HARRIS OAKMARK ETF TRUST
Q1 2026: Exited (was 9.03M shares)
3.3%
06
$AAPL
APPLE INC
Q1 2026: Sold 99.3% (623.4k → 4.5k shares)
3.1%
07
$SPYX
SPDR SERIES TRUST
Q1 2026: Exited (was 2.38M shares)
2.5%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.4% (325.4k → 2.0k shares)
2.4%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 83.3% (646.1k → 107.7k shares)
2.2%
10
$AMZN
AMAZON COM INC
Q1 2026: Sold 78.5% (474.4k → 101.9k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:26 UTC.