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
301Paychex Inc 4,580421.9K $
302J P Morgan Exchange Traded Fund Trust 7,435421.4K $
303Wisdomtree Trust 4,710420.7K $
304Howmet Aerospace Inc 1,814418.1K $
305Otis Worldwide Corp 5,412417.2K $
306Cummins Inc 771414.8K $
307State Street Corp 3,212406.5K $
308Alibaba Group Holding Ltd 3,159396.3K $
309Kimberly-Clark Corp 4,097395.2K $
310FIDELITY COVINGTON TRUST 1,895394.3K $
311Skyworks Solutions Inc 7,322392.1K $
312Boston Scientific Corp 6,133384.8K $
313Cintas Corp 2,264382.9K $
314Crowdstrike Holdings Inc 972379.5K $
315Vanguard FTSE Pacific ETF 3,876378.8K $
316Genuine Parts Co 3,572377.7K $
317Select Sector Spdr Trust 6,079372.4K $
318Snap-on Inc 1,022371.2K $
319iShares Trust 7,056370.9K $
320Vertiv Holdings Co 1,480370.9K $
321Markel Group Inc 192367.5K $
322CF Industries Holdings Inc 2,828367.2K $
323Xylem Inc/NY 3,063366K $
324GE HealthCare Technologies Inc 5,139365.8K $
325Martin Marietta Materials Inc 620365K $
326Duke Energy Corp 2,765362K $
327Toyota Motor Corp 1,749360.5K $
328SAP SE 2,091358K $
329Starbucks Corp 3,983356.8K $
330Dow Inc 8,541355.7K $
331Packaging Corp of America 1,674355.3K $
332US Bancorp 6,803353.8K $
333Zoetis Inc 2,965350.5K $
334State Street SPDR Bloomberg Short Term High Yield Bond ETF 13,880346.7K $
335Invesco Senior Loan ETF 16,810343.1K $
336Darden Restaurants Inc 1,739340.9K $
337iShares MSCI International Value Factor ETF 8,552339.3K $
338Labcorp Holdings Inc 1,269338.6K $
339Mitsubishi UFJ Financial Group Inc 19,666333.7K $
340Synopsys Inc 841333.4K $
341United Rentals Inc 455331.5K $
342Unity Software Inc 15,108331.5K $
343Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2,640330.3K $
344Rubrik Inc 6,700328.1K $
345Cadence Design Systems Inc 1,152320.1K $
346Schwab US Broad Market ETF 12,630317K $
347Southern Co/The 3,251313.8K $
348SPDR Series Trust 3,033297K $
349iShares MSCI Emerging Markets ETF 5,222296.6K $
350American International Group Inc 3,878291.8K $
351Extra Space Storage Inc 2,220291.1K $
352Phillips 66 1,597290.9K $
353Murphy USA Inc 586289.5K $
354Sumitomo Mitsui Financial Group Inc 14,642289.2K $
355Monarch Casino & Resort Inc 3,000286.8K $
356SPDR SERIES TRUST 2,646285.8K $
357GameStop Corp 12,000276.5K $
358WEC Energy Group Inc 2,365273.8K $
359Devon Energy Corp 5,407272.1K $
360Airbnb Inc 2,137269.9K $
361Huntington Bancshares Inc/OH 17,175268.8K $
362MetLife Inc 3,686260.7K $
363Exelon Corp 5,244257.1K $
364WW Grainger Inc 233254.2K $
365VeriSign Inc 1,015252.1K $
366SPDR Series Trust 4,454252K $
367Ross Stores Inc 1,163251.9K $
368General Motors Co 3,345249.2K $
369Coterra Energy Inc 7,036247.3K $
370Regeneron Pharmaceuticals, Inc. 316244.2K $
371Banco Bilbao Vizcaya Argentaria SA 11,015238.6K $
372Alliant Energy Corp 3,288235.9K $
373FedEx Corp 662235.8K $
374Affirm Holdings Inc 5,120234.6K $
375Becton Dickinson & Co 1,481232.9K $
376Elevance Health Inc 782228.9K $
377Dorchester Minerals LP 8,418228.1K $
378Welltower Inc 1,094216.3K $
379SPDR Series Trust 847215.1K $
380Akamai Technologies Inc 1,870214.8K $
381PayPal Holdings Inc 4,724213.7K $
382ABRDN SILVER ETF TRUST 2,979213.3K $
383Flagstar Bank NA 16,163212.9K $
384Sony Group Corp 10,278212.8K $
385Edison International 2,899212.1K $
386Keysight Technologies Inc 751212.1K $
387HCA Healthcare Inc 448212K $
388RPM International Inc 2,128211.5K $
389ING Groep NV 8,107211.2K $
390Keurig Dr Pepper Inc 8,014211K $
391British American Tobacco PLC 3,608211K $
392Omnicom Group Inc 2,795210.5K $
393Trimble Inc 3,222210.2K $
394Cheniere Energy Inc 727206.3K $
395Equinix Inc 210205.9K $
396KalVista Pharmaceuticals Inc 10,000201.3K $
397Banco Santander SA 16,925190.9K $
398Viatris Inc 13,829186.8K $
399Haleon PLC 17,016170.3K $
400PIMCO California Mun 18,404157.9K $