$2.07 Billion is the total value of Choate Investment Advisors's 319 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BKNG | New | BOOKING HOLDINGS INC | $238,717 | – | 90 | +100.0% | 0.01% | – |
| FSLR | New | FIRST SOLAR INC | $241,860 | – | 1,112 | +100.0% | 0.01% | – |
| NTR | New | NUTRIEN LTD | $221,550 | – | 3,000 | +100.0% | 0.01% | – |
| CRM | New | SALESFORCE INC | $226,550 | – | 1,134 | +100.0% | 0.01% | – |
| NUE | New | NUCOR CORP | $200,348 | – | 1,297 | +100.0% | 0.01% | – |
| PAR | New | PAR TECHNOLOGY CORP | $210,552 | – | 6,200 | +100.0% | 0.01% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $80,879 | – | 415 | +100.0% | 0.00% | – |
| ESGE | New | ISHARES INCesg awr msci em | $15,110 | – | 480 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 36.0% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 16.3% |
| APPLE INC | 42 | Q3 2023 | 3.4% |
| SPDR S&P 500 ETF TRUST * | 42 | Q3 2023 | 2.0% |
| CHASE CORP | 42 | Q3 2023 | 2.2% |
| SPDR S&P MIDCAP 400 ETF TRUST * | 42 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.6% |
| VANGUARD SPECIALIZED FUNDS | 42 | Q3 2023 | 4.3% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 1.1% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 0.9% |
View Choate Investment Advisors's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Choate Investment Advisors | February 13, 2012 | 612,254 | 9.2% |
View Choate Investment Advisors's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-07 |
View Choate Investment Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.