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
201Comcast Corp 40,0521.1M $
202Salesforce Inc 6,1391.1M $
203O'Reilly Automotive Inc 12,3901.1M $
204Amphenol Corp 9,0331.1M $
205Blackstone Inc 9,9001.1M $
206eBay Inc 12,4661.1M $
207Intuit Inc 2,5621.1M $
208iShares MSCI International Quality Factor ETF 23,7771.1M $
209Nucor Corp 6,4721.1M $
210American Tower Corp 6,2501.1M $
211Verizon Communications Inc 21,4261.1M $
212Carrier Global Corp 18,5481M $
213AutoZone Inc 3091M $
214AT&T Inc 35,5261M $
215Bio-Techne Corp 19,5271M $
216Marriott International Inc/MD 3,1041M $
217iShares Trust 7,760994.2K $
218Rockwell Automation Inc 2,766992.7K $
219Texas Pacific Land Corp 2,090991.8K $
220Novo Nordisk A/S 26,725982.1K $
221Unilever PLC 17,154977.3K $
222Waste Management Inc 4,192963.3K $
223QUALCOMM Inc 7,452959.7K $
224Corning Inc 7,050958.6K $
225iShares Trust 22,056937.3K $
226Vanguard FTSE Europe ETF 11,255927.8K $
227Northrop Grumman Corp 1,335910.8K $
228iShares U.S. Technology ETF 4,950898K $
229Shell PLC 9,542887.4K $
230SPDR Series Trust 9,541874.3K $
231Vanguard World Fund 4,382868.2K $
232L3Harris Technologies Inc 2,486858K $
233Vistra Corp 5,631846.5K $
234Fiserv Inc 15,105842.9K $
235iShares Select Dividend ETF 5,490831.2K $
236Prologis Inc 6,243825.2K $
237Samsara Inc 25,946822.2K $
238Moody's Corp 1,858810.6K $
239iShares Bitcoin Trust ETF 20,652793.5K $
240Vanguard World Fund 3,500786.1K $
241Hershey Co/The 3,770783.7K $
242CSX Corp 18,802771.8K $
243Norfolk Southern Corp 2,676768K $
244Roper Technologies Inc 2,135755.5K $
245Philip Morris International Inc. 4,554753K $
246PACCAR Inc 6,346733K $
247Altria Group, Inc. 11,033728.1K $
248Hologic Inc 9,586724.6K $
249Republic Services Inc 3,295721.7K $
250American Water Works Co Inc 5,106694.9K $
251Constellation Energy Corp. 2,484693.7K $
252Valero Energy Corp 2,799691.6K $
253Lockheed Martin Corp 1,144691.4K $
254Chipotle Mexican Grill Inc 21,495688.1K $
255Autodesk Inc 2,859684.4K $
256General Dynamics Corp 1,925660.7K $
257Liberty Live Holdings Inc 7,005659.2K $
258Globe Life Inc 4,706654.9K $
259IQVIA Holdings Inc 3,838654.5K $
260ServiceNow Inc 6,215649.8K $
261Weyerhaeuser Co 26,140638.6K $
262Freeport-McMoRan Inc 10,844637.4K $
263iShares Core U.S. Aggregate Bond ETF 6,374632.7K $
264Arista Networks Inc 5,087624.6K $
265CVS Health Corp 8,676623.1K $
266Teradyne Inc 2,067612.8K $
267Clorox Co/The 5,854606.7K $
268Constellation Brands Inc 4,004600.6K $
269Intercontinental Exchange Inc 3,699581.8K $
270SELECT SECTOR SPDR TRUST (THE) 5,177573.9K $
271iShares MSCI EAFE Growth ETF 5,148573.3K $
272Invesco RAFI US 1000 ETF 12,000570.4K $
273NIKE Inc 10,781569.5K $
274Gilead Sciences Inc 3,959551.8K $
275Sirius XM Holdings Inc 23,615545K $
276TransDigm Group Inc 466540.1K $
277BHP Group Ltd 7,246527.1K $
278Mondelez International Inc 9,058522.1K $
279iShares Morningstar US Equity ETF 5,739515.7K $
280State Street Spdr Dow Jones Industrial Average Etf Trust 1,101510.1K $
281Arthur J Gallagher & Co 2,330504.6K $
282Select Sector Spdr Trust 9,817484.7K $
283LeMaitre Vascular Inc 4,438484.5K $
284Fastenal Co 10,255475.8K $
285Palantir Technologies Inc 3,249475.3K $
286T-Mobile US Inc 2,210464.2K $
287VANGUARD WORLD FUND 1,283460.6K $
288HSBC Holdings PLC 5,580460.3K $
289iShares Trust 4,500460.1K $
290iShares Core MSCI International Developed Markets ETF 5,494459.1K $
291DR Horton Inc 3,342458.6K $
292Stanley Black & Decker Inc 6,333450K $
293Vanguard Index Funds 1,474445.5K $
294Sherwin-Williams Co/The 1,363437K $
295iShares Trust 1,328436.5K $
296Select Sector Spdr Trust 4,000435.9K $
297Yum China Holdings Inc 8,920435.1K $
298CME Group Inc 1,450428.3K $
299Bitwise Bitcoin ETF 11,526424.3K $
300American Electric Power Co Inc 3,229423.3K $