Titelia

Holdings of Choate Investment Advisors

405 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 63.5 % of the equity sleeve

Sector breakdown

  • Funds 37.0 %
  • Technology 11.3 %
  • Financials 5.7 %
  • Consumer discretionary 4.8 %
  • Health care 4.5 %
  • Communication 4.2 %
  • Consumer staples 2.7 %
  • Industrials 2.3 %
  • Energy 0.9 %
  • Materials 0.7 %
  • Utilities 0.2 %
  • Unattributed 25.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.8 %
  • TW 1.0 %
  • GB 0.1 %
  • NL 0.0 %
  • DK 0.0 %
  • JP 0.0 %
  • AU 0.0 %
  • ES 0.0 %
  • DE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3884.7B $98.81 %
2TW245.2M $0.96 %
3GB66.1M $0.13 %
4NL21.7M $0.04 %
5DK1982.1K $0.02 %
6JP2649.6K $0.01 %
7AU1527.1K $0.01 %
8ES2429.5K $0.01 %
9DE1358K $0.01 %

Positions

RankCompanySharesValueWeight
101Vanguard High Dividend Yield E 25,5243.8M $
102Lowe's Cos Inc 15,9563.8M $
103Stryker Corp 11,3503.7M $
104Bank of America Corp 74,4593.6M $
1053M Co 24,9153.6M $
106iShares Core S&P Total U.S. Stock Market ETF 25,2433.6M $
107General Mills, Inc. 94,3163.5M $
108Deere & Co 6,0823.4M $
109Goldman Sachs Group Inc/The 3,8833.3M $
110Vanguard Index Funds 15,0743.3M $
111Intel Corp 73,2503.2M $
112Tyler Technologies Inc 9,3843.2M $
113Wells Fargo & Co 40,3183.2M $
114Charles Schwab Corp/The 34,0693.2M $
115BP PLC 67,6973.2M $
116Schwab US Dividend Equity ETF 103,0143.2M $
117Marathon Petroleum Corp 12,8703.1M $
118iShares Short-Term National Muni Bond ETF 28,8253.1M $
119Illinois Tool Works Inc 11,5283M $
120iShares Trust 26,4383M $
121EOG Resources Inc 19,5872.8M $
122Vanguard Small-Cap ETF 10,7442.8M $
123Bristol-Myers Squibb Co 46,1502.8M $
124Vanguard World Fund 10,0182.7M $
125Old Dominion Freight Line Inc 13,6482.7M $
126Travelers Cos Inc/The 9,0662.6M $
127iShares Trust 26,0692.6M $
128Vanguard Extended Market ETF 12,7032.6M $
129Palo Alto Networks Inc 16,2352.6M $
130iShares Biotechnology ETF 15,3522.6M $
131Corteva Inc 30,8952.6M $
132Lam Research Corp 12,0882.6M $
133SPDR Gold MiniShares Trust 27,5982.6M $
134Williams Cos Inc/The 34,9142.5M $
135Honeywell International Inc 11,1982.5M $
136Ishares Gold Trust Micro 53,6982.5M $
137Illumina Inc 19,4012.4M $
138Blackrock Inc 2,4402.3M $
139Fortinet Inc 28,6792.3M $
140Cognizant Technology Solutions Corp. 37,2822.3M $
141Vanguard Value ETF 11,5992.3M $
142State Street Utilities Select Sector SPDR ETF 48,2402.2M $
143Vanguard Mid-Cap ETF 7,6872.2M $
144Air Products and Chemicals Inc 7,4892.2M $
145iShares Broad USD High Yield Corporate Bond ETF 56,9262.1M $
146Citigroup Inc 18,4872.1M $
147Seaboard Corp 3612M $
148Qnity Electronics Inc 17,6272M $
149iShares Trust 24,2322M $
150Mettler-Toledo International Inc 1,5842M $
151McKesson Corp 2,3032M $
152Texas Instruments Inc 10,2052M $
153UnitedHealth Group Inc 7,3072M $
154Vanguard Short-Term Tax-Exempt Bond ETF 19,0911.9M $
155International Flavors & Fragrances Inc 26,6121.9M $
156Colgate-Palmolive Co 22,6521.9M $
157Cigna Group/The 7,2331.9M $
158Dover Corp 9,2541.9M $
159iShares Core S&P Small-Cap ETF 15,5041.9M $
160State Street SPDR S&P Homebuilders ETF 19,4991.9M $
161United Parcel Service Inc 19,5641.9M $
162Parker-Hannifin Corp 2,1371.9M $
163VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 23,9601.9M $
164Micron Technology Inc 5,5991.9M $
165iShares Trust 13,4381.9M $
166PNC Financial Services Group Inc/The 8,7351.8M $
167Vertex Pharmaceuticals Inc 3,9371.8M $
168KLA Corp 1,1331.7M $
169Allstate Corp/The 7,9801.7M $
170Vontier Corp 45,8171.6M $
171DuPont de Nemours Inc 35,4821.6M $
172SPDR Series Trust 12,4711.6M $
173Progress Software Corp 61,9481.6M $
174iShares Trust 16,1701.6M $
175Northern Trust Corp 11,2611.6M $
176GSK PLC 27,5941.5M $
177ASML Holding NV 1,1481.5M $
178Vanguard Information Technology ETF 2,1551.5M $
179iShares Russell 2000 ETF 6,0331.5M $
180Vanguard Index Funds 8,0871.5M $
181Vanguard International Equity Index Funds 27,3991.5M $
182Vanguard Real Estate ETF 16,5191.5M $
183Vanguard Large-Cap ETF 4,8831.5M $
184IDEXX Laboratories Inc 2,4461.4M $
185Boeing Co/The 6,7411.3M $
186Intuitive Surgical Inc 2,9041.3M $
187Vanguard Mega Cap Growth ETF 3,5981.3M $
188Corpay Inc 4,5111.3M $
189Sysco Corp 18,1251.3M $
190SELECT SECTOR SPDR TRUST (THE) 9,7061.3M $
191Advanced Micro Devices Inc 6,2661.3M $
192KKR & Co Inc 13,7611.3M $
193Select Sector Spdr Trust 15,4201.3M $
194iShares Trust 3,5121.3M $
195Kroger Co/The 17,1791.2M $
196State Street SPDR S&P MidCap 400 ETF Trust 2,0131.2M $
197iShares Trust 5,7861.2M $
198Capital One Financial Corp 6,6921.2M $
199Yum! Brands Inc 7,7101.2M $
200VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 5,2971.2M $