Choate Investment Advisors
CIK: 0001399794Latest portfolio: $5.1B · Q4 2025
Holdings
444
Total Value
$5.1B
New Positions
41
Closed Positions
21
Top Holdings
View All 444 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 2,443,219 | $1.7B | 32.84% | -162,200 | |
| 2 | OAKMHARRIS OAKMARK ETF TRUST | 9,026,210 | $255.0M | 5.00% | -645,901 | |
| 3 | GVIISHARES TR | 2,097,512 | $225.0M | 4.42% | +215K | |
| 4 | VEUVANGUARD INTL EQUITY INDEX F | 2,976,271 | $218.0M | 4.28% | +3.0M | |
| 5 | AAPLAPPLE INC | 623,374 | $169.0M | 3.32% | -6,930 | |
| 6 | MSFTMICROSOFT CORP | 325,368 | $157.0M | 3.08% | +507 | |
| 7 | SPYXSPDR SERIES TRUST | 2,381,460 | $133.0M | 2.61% | -60,664 | |
| 8 | MUBISHARES TR | 1,165,513 | $124.0M | 2.43% | -56,965 | |
| 9 | NVDANVIDIA CORPORATION | 646,076 | $120.0M | 2.36% | +9K | |
| 10 | AMZNAMAZON COM INC | 474,367 | $109.0M | 2.14% | +5K | |
| 11 | GOOGLALPHABET INC | 299,810 | $93.0M | 1.83% | -11,772 | |
| 12 | GOOGALPHABET INC | 222,127 | $69.0M | 1.35% | -2,572 | |
| 13 | SPYSPDR S&P 500 ETF TR | 92,651 | $63.0M | 1.24% | +1K | |
| 14 | VTIVANGUARD INDEX FDS | 168,906 | $56.0M | 1.10% | +26K | |
| 15 | LLYELI LILLY & CO | 48,185 | $51.0M | 1.00% | +4K | |
| 16 | HDHOME DEPOT INC | 147,375 | $50.0M | 0.98% | -6,101 | |
| 17 | WMTWALMART INC | 431,661 | $48.0M | 0.94% | +49K | |
| 18 | JPMJPMORGAN CHASE & CO. | 139,509 | $44.0M | 0.86% | +11K | |
| 19 | TJXTJX COS INC NEW | 275,456 | $42.0M | 0.82% | +11K | |
| 20 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 138,761 | $42.0M | 0.82% | +15K | |
| 21 | JNJJOHNSON & JOHNSON | 195,113 | $40.0M | 0.79% | +5K | |
| 22 | ABTABBOTT LABS | 305,976 | $38.0M | 0.75% | +26K | |
| 23 | VVISA INC | 105,761 | $37.0M | 0.73% | +2K | |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 569,722 | $35.0M | 0.69% | +55K | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 66,898 | $33.0M | 0.65% | -3,434 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.6900015700012e+172T)
Healthcare0.0% ($5.100040000380002e+122T)
Industrials0.0% ($1.900012000120001e+103T)
Consumer Cyclical0.0% ($1.0900050000420003e+58T)
Unknown0.0% ($3.300015000150001e+56T)
Consumer Defensive0.0% ($4.800022000140002e+41T)
Energy0.0% ($1.40001200080005e+37T)
Basic Materials0.0% ($1.7000800080005e+30T)
Communication Services0.0% ($9.300069000280009e+24T)
Utilities0.0% ($300030001.0T)
Real Estate0.0% ($1.0B)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 9, 2026 | $5.1B | 444 |
| Q3 2025 | Nov 10, 2025 | $4.8T | 424 |
| Q2 2025 | Aug 12, 2025 | $4.6T | 477 |
| Q1 2025 | May 14, 2025 | $4.0T | 395 |
| Q4 2024 | Feb 10, 2025 | $4.2T | 402 |
| Q3 2024 | Nov 13, 2024 | $3921.9T | 383 |
| Q2 2024 | Aug 8, 2024 | $3814.1T | 377 |
| Q1 2024 | May 7, 2024 | $3714.8T | 405 |
| Q4 2023 | Feb 14, 2024 | $3229.6T | 379 |
| Q3 2023 | Oct 30, 2023 | $2550.6T | 431 |
| Q2 2023 | Aug 1, 2023 | $2391.8T | 348 |
| Q1 2023 | May 15, 2023 | $2071.2T | 319 |
| Q4 2022 | Feb 14, 2023 | $1657.7T | 327 |
| Q3 2022 | Nov 14, 2022 | $1.5T | 296 |
| Q2 2022 | Aug 11, 2022 | $1.6T | 314 |
| Q1 2022 | Apr 29, 2022 | $1.9T | 359 |
| Q4 2021 | Feb 7, 2022 | $1.7T | 343 |
| Q3 2021 | Nov 4, 2021 | $1.6T | 306 |
| Q2 2021 | Jul 30, 2021 | $1.6T | 342 |
| Q1 2021 | May 7, 2021 | $1.6T | 304 |
| Q4 2020 | Feb 8, 2021 | $1.6T | 287 |
| Q3 2020 | Oct 26, 2020 | $1.5T | 281 |
| Q2 2020 | Jul 23, 2020 | $1.4T | 241 |
| Q1 2020 | May 7, 2020 | $1.3T | 232 |
| Q4 2019 | Jan 28, 2020 | $1.6T | 227 |
| Q3 2019 | Nov 13, 2019 | $1.6T | 229 |
| Q2 2019 | Aug 14, 2019 | $1.7T | 228 |
| Q1 2019 | Apr 29, 2019 | $1.7T | 234 |
| Q4 2018 | Feb 14, 2019 | $1.6T | 224 |
| Q3 2018 | Nov 14, 2018 | $1.8T | 196 |
| Q2 2018 | Jul 30, 2018 | $1.7T | 265 |
| Q1 2018 | May 4, 2018 | $1868.9T | 366 |
| Q4 2017 | Feb 14, 2018 | $1954.1T | 372 |
| Q3 2017 | Nov 14, 2017 | $1850.0T | 376 |
| Q2 2017 | Aug 11, 2017 | $1770.0T | 371 |
| Q1 2017 | May 11, 2017 | $1710.0T | 373 |
| Q4 2016 | Feb 13, 2017 | $1578.7T | 365 |
| Q3 2016 | Nov 15, 2016 | $1528.0T | 355 |
| Q2 2016 | Aug 11, 2016 | $1442.4T | 313 |
| Q1 2016 | May 4, 2016 | $1447.0T | 328 |
Fund Information
Choate Investment Advisors is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.1B across 444 holdings. The largest position is ISHARES TR (IVV), representing 32.8% of the portfolio. Compared to the previous quarter, the fund opened 42 new positions and closed 22 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.