Choate Investment Advisors Portfolio Holdings

Choate Investment Advisors

  • $4.53 Billion
  • Q3 2025

Choate Investment Advisors has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.53 Billion distributed in 424 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.74B, Ishares Tr with a value of $202M, Microsoft Corp with a value of $168M, Apple Inc. with a value of $160M, and Spdr S&P 500 Fossil Fuel Reser with a value of $134M.

Examining the 13F form we can see an increase of $206M in the current position value, from $4.32B to 4.53B.

Choate Investment Advisors is based out at Boston, MA

Below you can find more details about Choate Investment Advisors portfolio as well as his latest detailed transactions.

Portfolio value $4.53 Billion
ETFs: $2.67 Billion
Technology: $618 Million
Financial Services: $286 Million
Consumer Cyclical: $249 Million
Healthcare: $215 Million
Communication Services: $175 Million
Industrials: $124 Million
Consumer Defensive: $118 Million
Other: $77.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.74 Billion 38.5% of portfolio
2,605,419
Q3 2025 Reduced 2.05%
$0
$202 Million 4.47% of portfolio
1,882,646
Q3 2025 New
$0
$134 Million 2.96% of portfolio
2,442,124
Q3 2025 Reduced 2.97%
$0
$130 Million 2.87% of portfolio
1,222,478
Q3 2025 Reduced 6.32%
$0
$63.6 Million 1.41% of portfolio
103,935
Q3 2025 Added 3.1%
$0
$60.9 Million 1.34% of portfolio
91,351
Q3 2025 Added 3.16%
$0
$47 Million 1.04% of portfolio
143,357
Q3 2025 Added 45.45%
$0
$30.8 Million 0.68% of portfolio
514,382
Q3 2025 Added 15.23%
$0
$18.9 Million 0.42% of portfolio
40,420
Q3 2025 Added 2.64%
$0
$15.1 Million 0.33% of portfolio
25,103
Q3 2025 Added 3.58%
$130B
$14 Million 0.31% of portfolio
39,301
Q3 2025 Added 0.08%
$0
$12 Million 0.27% of portfolio
87,381
Q3 2025 Added 0.59%
$0
$12 Million 0.26% of portfolio
183,491
Q3 2025 Reduced 0.92%
$0
$11.3 Million 0.25% of portfolio
59,616
Q3 2025 Reduced 14.3%
$5.65B
$11.3 Million 0.25% of portfolio
306,042
Q3 2025 Added 2.07%
$0
$9.21 Million 0.2% of portfolio
50,559
Q3 2025 Reduced 0.05%
$0
$6.01 Million 0.13% of portfolio
12,527
Q3 2025 Reduced 1.38%
$0
$5.81 Million 0.13% of portfolio
61,068
Q3 2025 Added 0.16%
$0
$5.32 Million 0.12% of portfolio
18,114
Q3 2025 Reduced 95.39%
$0
$4.82 Million 0.11% of portfolio
34,624
Q3 2025 Reduced 1.77%
$0
$5.18 Million 0.11% of portfolio
43,627
Q3 2025 Reduced 29.23%
$0
$4.61 Million 0.1% of portfolio
49,329
Q3 2025 Added 0.18%
$0
$4.14 Million 0.09% of portfolio
19,847
Q2 2025 Reduced 27.89%
$0
$3.88 Million 0.09% of portfolio
44,427
Q3 2025 Added 64.65%
$0
$3.6 Million 0.08% of portfolio
25,524
Q2 2025 Reduced 0.45%
$0
$3.78 Million 0.08% of portfolio
24,531
Q3 2025 Reduced 2.17%
$0
$3.68 Million 0.08% of portfolio
25,243
Q1 2025 Reduced 1.44%
$0
$3.51 Million 0.08% of portfolio
29,073
Q3 2025 Added 20.16%
$0
$3.48 Million 0.08% of portfolio
34,510
Q3 2025 Reduced 98.02%
$0
$3.08 Million 0.07% of portfolio
28,825
Q2 2025 New
$0
$2.74 Million 0.06% of portfolio
13,066
Q3 2025 Added 84.08%
$0
$2.81 Million 0.06% of portfolio
103,014
Q4 2024 Added 200.0%
$0
$2.6 Million 0.06% of portfolio
10,018
Q1 2025 Reduced 0.59%
$65.3B
$2.86 Million 0.06% of portfolio
39,324
Q3 2025 Added 313.2%
$0
$2.08 Million 0.05% of portfolio
11,170
Q3 2025 Added 2.09%
$0
$2.15 Million 0.05% of portfolio
40,154
Q3 2025 Added 129.54%
$0
$2.17 Million 0.05% of portfolio
21,677
Q3 2025 Added 221.76%
$0
$2.1 Million 0.05% of portfolio
24,120
Q4 2024 Reduced 10.0%
$0
$2.16 Million 0.05% of portfolio
19,499
Q1 2024 New
$0
$2.22 Million 0.05% of portfolio
15,352
Q4 2024 Reduced 1.6%
$0
$1.75 Million 0.04% of portfolio
21,835
Q3 2025 New
$0
$1.93 Million 0.04% of portfolio
21,021
Q3 2025 Reduced 36.57%
$0
$1.88 Million 0.04% of portfolio
20,518
Q3 2025 Added 30.66%
$0
$1.85 Million 0.04% of portfolio
7,653
Q3 2025 Reduced 8.51%
$0
$1.81 Million 0.04% of portfolio
18,712
Q3 2025 Added 1.18%
$11.9B
$2.02 Million 0.04% of portfolio
26,425
Q3 2025 Added 1.72%
$0
$1.69 Million 0.04% of portfolio
12,223
Q3 2025 Reduced 0.1%
$0
$1.26 Million 0.03% of portfolio
12,527
Q3 2025 Added 0.16%
$0
$1.43 Million 0.03% of portfolio
10,060
Q3 2025 Reduced 0.82%

Summary

  • Portfolio
  • No. of Stocks 424
  • Current Value $4.53 Billion
  • Prior Value $4.32 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
Track This Portfolio

Track Choate Investment Advisors Portfolio

Follow Choate Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Choate Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Choate Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email