Long-term investor
Choate Investment Advisors @choateinvestmentadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001399794).
Record
- Tracked since 2025-06-30 (441 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months n/a · 1 year +16.1% · all +16.1%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 33.8% · long · since 2025-06-30
- VEU · 4.8% · long · since 2025-06-30
- IEMG · 4.4% · long · since 2025-06-30
- GVI · 4.2% · long · since 2025-09-30
- AAPL · 3.1% · long · since 2025-06-30
- OAKM · 2.9% · long · since 2025-06-30
- SPYX · 2.4% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
- GOOGL · 1.8% · long · since 2025-06-30
- GOOG · 1.3% · long · since 2025-06-30