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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 388 | 4.7B $ | 98.81 % |
| 2 | TW | 2 | 45.2M $ | 0.96 % |
| 3 | GB | 6 | 6.1M $ | 0.13 % |
| 4 | NL | 2 | 1.7M $ | 0.04 % |
| 5 | DK | 1 | 982.1K $ | 0.02 % |
| 6 | JP | 2 | 649.6K $ | 0.01 % |
| 7 | AU | 1 | 527.1K $ | 0.01 % |
| 8 | ES | 2 | 429.5K $ | 0.01 % |
| 9 | DE | 1 | 358K $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 401 | Patterson-UTI Energy Inc | 13,300 | 144K $ | |
| 402 | United Microelectronics Corp | 13,189 | 118.4K $ | |
| 403 | Lloyds Banking Group PLC | 23,163 | 116.5K $ | |
| 404 | MBIA Inc | 11,400 | 67.4K $ | |
| 405 | Aspen Aerogels Inc | 10,000 | 34.2K $ |