Choate Investment Advisors Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$5.1B
Holdings
444
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (444 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 2,443,219 | $1.7B | 32.84% | |
| 2 | OAKMHARRIS OAKMARK ETF TRUST | 9,026,210 | $255.0M | 5.00% | |
| 3 | GVIISHARES TR | 2,097,512 | $225.0M | 4.42% | |
| 4 | VEUVANGUARD INTL EQUITY INDEX F | 2,976,271 | $218.0M | 4.28% | |
| 5 | AAPLAPPLE INC | 623,374 | $169.0M | 3.32% | |
| 6 | MSFTMICROSOFT CORP | 325,368 | $157.0M | 3.08% | |
| 7 | SPYXSPDR SERIES TRUST | 2,381,460 | $133.0M | 2.61% | |
| 8 | MUBISHARES TR | 1,165,513 | $124.0M | 2.43% | |
| 9 | NVDANVIDIA CORPORATION | 646,076 | $120.0M | 2.36% | |
| 10 | AMZNAMAZON COM INC | 474,367 | $109.0M | 2.14% | |
| 11 | GOOGLALPHABET INC | 299,810 | $93.0M | 1.83% | |
| 12 | GOOGALPHABET INC | 222,127 | $69.0M | 1.35% | |
| 13 | SPYSPDR S&P 500 ETF TR | 92,651 | $63.0M | 1.24% | |
| 14 | VTIVANGUARD INDEX FDS | 168,906 | $56.0M | 1.10% | |
| 15 | LLYELI LILLY & CO | 48,185 | $51.0M | 1.00% | |
| 16 | HDHOME DEPOT INC | 147,375 | $50.0M | 0.98% | |
| 17 | WMTWALMART INC | 431,661 | $48.0M | 0.94% | |
| 18 | JPMJPMORGAN CHASE & CO. | 139,509 | $44.0M | 0.86% | |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 138,761 | $42.0M | 0.82% | |
| 20 | TJXTJX COS INC NEW | 275,456 | $42.0M | 0.82% | |
| 21 | JNJJOHNSON & JOHNSON | 195,113 | $40.0M | 0.79% | |
| 22 | ABTABBOTT LABS | 305,976 | $38.0M | 0.75% | |
| 23 | VVISA INC | 105,761 | $37.0M | 0.73% | |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 569,722 | $35.0M | 0.69% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 66,898 | $33.0M | 0.65% | |
| 26 | MAMASTERCARD INCORPORATED | 54,571 | $31.0M | 0.61% | |
| 27 | VOOVANGUARD INDEX FDS | 44,986 | $28.0M | 0.55% | |
| 28 | METAMETA PLATFORMS INC | 42,745 | $28.0M | 0.55% | |
| 29 | PGPROCTER AND GAMBLE CO | 159,842 | $22.0M | 0.43% | |
| 30 | MRSHMARSH & MCLENNAN COS INC | 121,790 | $22.0M | 0.43% | |
| 31 | VXUSVANGUARD STAR FDS | 288,569 | $21.0M | 0.41% | |
| 32 | WCNWASTE CONNECTIONS INC | 108,584 | $19.0M | 0.37% | |
| 33 | IWFISHARES TR | 39,210 | $18.0M | 0.35% | |
| 34 | ADBEADOBE INC | 53,063 | $18.0M | 0.35% | |
| 35 | AVGOBROADCOM INC | 52,050 | $18.0M | 0.35% | |
| 36 | LINLINDE PLC | 40,361 | $17.0M | 0.33% | |
| 37 | AXPAMERICAN EXPRESS CO | 47,399 | $17.0M | 0.33% | |
| 38 | BKNGBOOKING HOLDINGS INC | 3,235 | $17.0M | 0.33% | |
| 39 | ABBVABBVIE INC | 71,414 | $16.0M | 0.31% | |
| 40 | MSCIMSCI INC | 27,825 | $15.0M | 0.29% | |
| 41 | NDQINVESCO QQQ TR | 24,791 | $15.0M | 0.29% | |
| 42 | GQ9SPDR GOLD TR | 39,271 | $15.0M | 0.29% | |
| 43 | XOMEXXON MOBIL CORP | 123,399 | $14.0M | 0.27% | |
| 44 | MGCVANGUARD WORLD FD | 58,067 | $14.0M | 0.27% | |
| 45 | PGRPROGRESSIVE CORP | 63,193 | $14.0M | 0.27% | |
| 46 | SGOLETFS GOLD TR | 346,383 | $14.0M | 0.27% | |
| 47 | PEPPEPSICO INC | 104,439 | $14.0M | 0.27% | |
| 48 | CNRCANADIAN NATL RY CO | 130,210 | $12.0M | 0.24% | |
| 49 | PWRQUANTA SVCS INC | 28,962 | $12.0M | 0.24% | |
| 50 | VTVANGUARD INTL EQUITY INDEX F | 89,193 | $12.0M | 0.24% | |
| 51 | BRK-BBERKSHIRE HATHAWAY INC DEL | 16 | $12.0M | 0.24% | |
| 52 | KOCOCA COLA CO | 172,934 | $12.0M | 0.24% | |
| 53 | ADPAUTOMATIC DATA PROCESSING IN | 47,704 | $12.0M | 0.24% | |
| 54 | VIGVANGUARD SPECIALIZED FUNDS | 50,559 | $11.0M | 0.22% | |
| 55 | EMREMERSON ELEC CO | 78,876 | $10.0M | 0.20% | |
| 56 | MRKMERCK & CO INC | 98,500 | $10.0M | 0.20% | |
| 57 | DISDISNEY WALT CO | 79,627 | $9.0M | 0.18% | |
| 58 | DHRDANAHER CORPORATION | 42,597 | $9.0M | 0.18% | |
| 59 | EWEDWARDS LIFESCIENCES CORP | 107,927 | $9.0M | 0.18% | |
| 60 | IJHISHARES TR | 147,039 | $9.0M | 0.18% | |
| 61 | RSPINVESCO EXCHANGE TRADED FD T | 48,643 | $9.0M | 0.18% | |
| 62 | VMCVULCAN MATLS CO | 28,744 | $8.0M | 0.16% | |
| 63 | COSTCOSTCO WHSL CORP NEW | 10,425 | $8.0M | 0.16% | |
| 64 | EPDENTERPRISE PRODS PARTNERS L | 265,991 | $8.0M | 0.16% | |
| 65 | ECLECOLAB INC | 32,298 | $8.0M | 0.16% | |
| 66 | CPCANADIAN PACIFIC KANSAS CITY | 98,389 | $7.0M | 0.14% | |
| 67 | CSCOCISCO SYS INC | 102,987 | $7.0M | 0.14% | |
| 68 | MCDMCDONALDS CORP | 23,265 | $7.0M | 0.14% | |
| 69 | BILSSPDR SERIES TRUST | 77,530 | $7.0M | 0.14% | |
| 70 | UBERUBER TECHNOLOGIES INC | 91,079 | $7.0M | 0.14% | |
| 71 | TSLATESLA INC | 13,422 | $6.0M | 0.12% | |
| 72 | A4SAMERIPRISE FINL INC | 13,251 | $6.0M | 0.12% | |
| 73 | VUGVANGUARD INDEX FDS | 12,334 | $6.0M | 0.12% | |
| 74 | AMATAPPLIED MATLS INC | 25,079 | $6.0M | 0.12% | |
| 75 | SPGIS&P GLOBAL INC | 12,782 | $6.0M | 0.12% | |
| 76 | GEGE AEROSPACE | 21,418 | $6.0M | 0.12% | |
| 77 | COPCONOCOPHILLIPS | 59,021 | $5.0M | 0.10% | |
| 78 | CVXCHEVRON CORP NEW | 34,538 | $5.0M | 0.10% | |
| 79 | XLVSELECT SECTOR SPDR TR | 33,163 | $5.0M | 0.10% | |
| 80 | ALCALCON AG | 69,000 | $5.0M | 0.10% | |
| 81 | IBMINTERNATIONAL BUSINESS MACHS | 19,566 | $5.0M | 0.10% | |
| 82 | USMVISHARES TR | 60,422 | $5.0M | 0.10% | |
| 83 | NEMNEWMONT CORP | 50,916 | $5.0M | 0.10% | |
| 84 | CATCATERPILLAR INC | 9,360 | $5.0M | 0.10% | |
| 85 | TMOTHERMO FISHER SCIENTIFIC INC | 10,348 | $5.0M | 0.10% | |
| 86 | RTXRTX CORPORATION | 30,298 | $5.0M | 0.10% | |
| 87 | ORCLORACLE CORP | 24,154 | $4.0M | 0.08% | |
| 88 | NVSNNOVARTIS AG | 31,147 | $4.0M | 0.08% | |
| 89 | ATRAPTARGROUP INC | 40,618 | $4.0M | 0.08% | |
| 90 | GISGENERAL MLS INC | 95,224 | $4.0M | 0.08% | |
| 91 | EFAISHARES TR | 49,267 | $4.0M | 0.08% | |
| 92 | AMGNAMGEN INC | 14,575 | $4.0M | 0.08% | |
| 93 | MMM3M CO | 26,731 | $4.0M | 0.08% | |
| 94 | CBCHUBB LIMITED | 13,851 | $4.0M | 0.08% | |
| 95 | TYLTYLER TECHNOLOGIES INC | 10,129 | $4.0M | 0.08% | |
| 96 | IVWISHARES TR | 28,871 | $3.0M | 0.06% | |
| 97 | NFLXNETFLIX INC | 39,019 | $3.0M | 0.06% | |
| 98 | IAU*ISHARES GOLD TR | 39,324 | $3.0M | 0.06% | |
| 99 | VYMVANGUARD WHITEHALL FDS | 25,524 | $3.0M | 0.06% | |
| 100 | SUBISHARES TR | 28,825 | $3.0M | 0.06% |
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