Choate Investment Advisors Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$4.6T
Holdings
477
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (477 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 2,659,916 | $1.7T | 35.81% | |
| 2 | OAKMHARRIS OAKMARK ETF TRUST | 9,292,332 | $238.6B | 5.17% | |
| 3 | SGOVISHARES TR | 1,739,491 | $175.1B | 3.80% | |
| 4 | MSFTMICROSOFT CORP | 319,501 | $158.9B | 3.45% | |
| 5 | MUBISHARES TR | 1,304,995 | $136.3B | 2.96% | |
| 6 | AAPLAPPLE INC | 627,653 | $128.8B | 2.79% | |
| 7 | SPYXSPDR SERIES TRUST | 2,516,995 | $128.2B | 2.78% | |
| 8 | VOVANGUARD INDEX FDS | 392,534 | $109.8B | 2.38% | |
| 9 | AMZNAMAZON COM INC | 464,220 | $101.8B | 2.21% | |
| 10 | NVDANVIDIA CORPORATION | 638,727 | $100.9B | 2.19% | |
| 11 | VOOVANGUARD INDEX FDS | 100,813 | $57.3B | 1.24% | |
| 12 | GOOGLALPHABET INC | 318,759 | $56.2B | 1.22% | |
| 13 | HDHOME DEPOT INC | 150,980 | $55.4B | 1.20% | |
| 14 | SPYSPDR S&P 500 ETF TR | 88,550 | $54.7B | 1.19% | |
| 15 | GOOGALPHABET INC | 234,466 | $41.6B | 0.90% | |
| 16 | PGPROCTER AND GAMBLE CO | 244,811 | $39.0B | 0.85% | |
| 17 | VVISA INC | 104,002 | $36.9B | 0.80% | |
| 18 | JPMJPMORGAN CHASE & CO. | 127,335 | $36.9B | 0.80% | |
| 19 | FISVFISERV INC | 210,788 | $36.3B | 0.79% | |
| 20 | ABTABBOTT LABS | 263,126 | $35.8B | 0.78% | |
| 21 | WMTWALMART INC | 358,010 | $35.0B | 0.76% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 66,841 | $32.5B | 0.70% | |
| 23 | TJXTJX COS INC NEW | 249,337 | $30.8B | 0.67% | |
| 24 | LLYELI LILLY & CO | 38,457 | $30.0B | 0.65% | |
| 25 | VTIVANGUARD INDEX FDS | 98,561 | $30.0B | 0.65% | |
| 26 | JNJJOHNSON & JOHNSON | 194,977 | $29.8B | 0.65% | |
| 27 | MAMASTERCARD INCORPORATED | 50,321 | $28.3B | 0.61% | |
| 28 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 118,386 | $26.8B | 0.58% | |
| 29 | MRSHMARSH & MCLENNAN COS INC | 121,840 | $26.6B | 0.58% | |
| 30 | VEAVANGUARD TAX-MANAGED FDS | 446,398 | $25.4B | 0.55% | |
| 31 | ADBEADOBE INC | 58,969 | $22.8B | 0.49% | |
| 32 | METAMETA PLATFORMS INC | 29,999 | $22.1B | 0.48% | |
| 33 | WCNWASTE CONNECTIONS INC | 110,979 | $20.7B | 0.45% | |
| 34 | PGRPROGRESSIVE CORP | 73,748 | $19.7B | 0.43% | |
| 35 | LINLINDE PLC | 36,732 | $17.2B | 0.37% | |
| 36 | IWFISHARES TR | 39,380 | $16.7B | 0.36% | |
| 37 | PEPPEPSICO INC | 126,573 | $16.7B | 0.36% | |
| 38 | MSCIMSCI INC | 28,869 | $16.6B | 0.36% | |
| 39 | AXPAMERICAN EXPRESS CO | 47,298 | $15.1B | 0.33% | |
| 40 | CNRCANADIAN NATL RY CO | 142,766 | $14.9B | 0.32% | |
| 41 | NVONOVO-NORDISK A S | 213,786 | $14.8B | 0.32% | |
| 42 | ABBVABBVIE INC | 76,886 | $14.3B | 0.31% | |
| 43 | DISDISNEY WALT CO | 114,702 | $14.2B | 0.31% | |
| 44 | ATRAPTARGROUP INC | 87,528 | $13.7B | 0.30% | |
| 45 | NDQINVESCO QQQ TR | 24,235 | $13.4B | 0.29% | |
| 46 | ADPAUTOMATIC DATA PROCESSING IN | 41,853 | $12.9B | 0.28% | |
| 47 | XOMEXXON MOBIL CORP | 118,155 | $12.7B | 0.28% | |
| 48 | RSPINVESCO EXCHANGE TRADED FD T | 69,564 | $12.6B | 0.27% | |
| 49 | BRK-BBERKSHIRE HATHAWAY INC DEL | 17 | $12.4B | 0.27% | |
| 50 | BILSSPDR SERIES TRUST | 120,750 | $12.0B | 0.26% | |
| 51 | GQ9SPDR GOLD TR | 39,271 | $12.0B | 0.26% | |
| 52 | IJHISHARES TR | 185,187 | $11.5B | 0.25% | |
| 53 | EMREMERSON ELEC CO | 85,646 | $11.4B | 0.25% | |
| 54 | VTVANGUARD INTL EQUITY INDEX F | 86,870 | $11.2B | 0.24% | |
| 55 | PWRQUANTA SVCS INC | 27,443 | $10.4B | 0.22% | |
| 56 | VIGVANGUARD SPECIALIZED FUNDS | 50,584 | $10.4B | 0.22% | |
| 57 | DHRDANAHER CORPORATION | 51,233 | $10.1B | 0.22% | |
| 58 | ALCALCON AG | 111,933 | $9.9B | 0.21% | |
| 59 | ECLECOLAB INC | 35,774 | $9.6B | 0.21% | |
| 60 | COSTCOSTCO WHSL CORP NEW | 9,603 | $9.5B | 0.21% | |
| 61 | SGOLETFS GOLD TR | 299,841 | $9.5B | 0.21% | |
| 62 | EWEDWARDS LIFESCIENCES CORP | 120,501 | $9.4B | 0.20% | |
| 63 | EOGEOG RES INC | 77,075 | $9.2B | 0.20% | |
| 64 | EPDENTERPRISE PRODS PARTNERS L | 296,270 | $9.2B | 0.20% | |
| 65 | AVGOBROADCOM INC | 33,090 | $9.1B | 0.20% | |
| 66 | TYLTYLER TECHNOLOGIES INC | 13,207 | $7.8B | 0.17% | |
| 67 | CPCANADIAN PACIFIC KANSAS CITY | 94,734 | $7.5B | 0.16% | |
| 68 | CSCOCISCO SYS INC | 104,724 | $7.3B | 0.16% | |
| 69 | A4SAMERIPRISE FINL INC | 13,328 | $7.1B | 0.15% | |
| 70 | MCDMCDONALDS CORP | 24,235 | $7.1B | 0.15% | |
| 71 | ORCLORACLE CORP | 31,854 | $7.0B | 0.15% | |
| 72 | SPGIS&P GLOBAL INC | 13,186 | $7.0B | 0.15% | |
| 73 | IJRISHARES TR | 61,644 | $6.7B | 0.15% | |
| 74 | MRKMERCK & CO INC | 83,571 | $6.6B | 0.14% | |
| 75 | COPCONOCOPHILLIPS | 68,390 | $6.1B | 0.13% | |
| 76 | USMVISHARES TR | 60,973 | $5.7B | 0.12% | |
| 77 | VUGVANGUARD INDEX FDS | 12,702 | $5.6B | 0.12% | |
| 78 | TMOTHERMO FISHER SCIENTIFIC INC | 12,922 | $5.2B | 0.11% | |
| 79 | GEGE AEROSPACE | 20,034 | $5.2B | 0.11% | |
| 80 | XLVSELECT SECTOR SPDR TR | 35,248 | $4.8B | 0.10% | |
| 81 | GISGENERAL MLS INC | 91,121 | $4.7B | 0.10% | |
| 82 | AMATAPPLIED MATLS INC | 25,146 | $4.6B | 0.10% | |
| 83 | UNPUNION PAC CORP | 19,822 | $4.6B | 0.10% | |
| 84 | AMGNAMGEN INC | 16,227 | $4.5B | 0.10% | |
| 85 | TSLATESLA INC | 13,889 | $4.4B | 0.10% | |
| 86 | EFAISHARES TR | 49,239 | $4.4B | 0.10% | |
| 87 | RTXRTX CORPORATION | 28,929 | $4.2B | 0.09% | |
| 88 | CVXCHEVRON CORP NEW | 28,096 | $4.0B | 0.09% | |
| 89 | CATCATERPILLAR INC | 10,329 | $4.0B | 0.09% | |
| 90 | PRGSPROGRESS SOFTWARE CORP | 61,948 | $4.0B | 0.09% | |
| 91 | ALSALLSTATE CORP | 19,636 | $4.0B | 0.09% | |
| 92 | KOCOCA COLA CO | 54,793 | $3.9B | 0.08% | |
| 93 | VBRVANGUARD INDEX FDS | 19,847 | $3.9B | 0.08% | |
| 94 | UNHUNITEDHEALTH GROUP INC | 12,307 | $3.8B | 0.08% | |
| 95 | HONHONEYWELL INTL INC | 16,443 | $3.8B | 0.08% | |
| 96 | SYKSTRYKER CORPORATION | 9,513 | $3.8B | 0.08% | |
| 97 | XLISELECT SECTOR SPDR TR | 25,074 | $3.7B | 0.08% | |
| 98 | AFLAFLAC INC | 34,859 | $3.7B | 0.08% | |
| 99 | ACNACCENTURE PLC IRELAND | 12,280 | $3.7B | 0.08% | |
| 100 | NFLXNETFLIX INC | 2,667 | $3.6B | 0.08% |
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