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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.4B
$10.7 Million 0.24% of portfolio
25,898
Q3 2025 Reduced 5.63%
$193B
$9.77 Million 0.22% of portfolio
85,351
Q3 2025 Reduced 25.59%
$7.75B
$9.97 Million 0.22% of portfolio
74,595
Q3 2025 Reduced 14.78%
$404B
$9.31 Million 0.21% of portfolio
10,063
Q3 2025 Added 4.79%
$73.7B
$9.23 Million 0.2% of portfolio
33,720
Q3 2025 Reduced 5.74%
$64.7B
$8.84 Million 0.2% of portfolio
78,884
Q3 2025 Added 2.35%
$0
$9.21 Million 0.2% of portfolio
50,559
Q3 2025 Reduced 0.05%
$0
$8.86 Million 0.2% of portfolio
89,070
Q3 2025 Reduced 26.24%
$593B
$8.84 Million 0.2% of portfolio
31,440
Q3 2025 Reduced 1.3%
$70.2B
$8.65 Million 0.19% of portfolio
276,489
Q3 2025 Reduced 6.68%
$53.4B
$8.74 Million 0.19% of portfolio
112,329
Q3 2025 Reduced 6.78%
$160B
$8.23 Million 0.18% of portfolio
41,508
Q3 2025 Reduced 18.98%
$306B
$7.73 Million 0.17% of portfolio
116,589
Q3 2025 Added 112.78%
$38.1B
$7.54 Million 0.17% of portfolio
101,151
Q3 2025 Reduced 9.63%
$235B
$7.13 Million 0.16% of portfolio
84,919
Q3 2025 Added 1.61%
$224B
$7.36 Million 0.16% of portfolio
24,222
Q3 2025 Reduced 0.05%
$319B
$6.92 Million 0.15% of portfolio
101,180
Q3 2025 Reduced 3.38%
$113B
$6.46 Million 0.14% of portfolio
68,269
Q3 2025 Reduced 0.18%
$19.5B
$6.36 Million 0.14% of portfolio
12,157
Q3 2025 Reduced 7.95%
$159B
$6.34 Million 0.14% of portfolio
13,018
Q3 2025 Reduced 1.27%
$328B
$6.15 Million 0.14% of portfolio
20,439
Q3 2025 Added 2.02%
$47B
$6.55 Million 0.14% of portfolio
13,325
Q3 2025 Reduced 0.02%
$1.29T
$6.4 Million 0.14% of portfolio
14,386
Q3 2025 Added 3.58%
$0
$6.01 Million 0.13% of portfolio
12,527
Q3 2025 Reduced 1.38%
$222B
$5.74 Million 0.13% of portfolio
11,831
Q3 2025 Reduced 8.44%
$0
$5.81 Million 0.13% of portfolio
61,068
Q3 2025 Added 0.16%
$197B
$5.5 Million 0.12% of portfolio
26,849
Q3 2025 Added 6.77%
$0
$5.32 Million 0.12% of portfolio
18,114
Q3 2025 Reduced 95.39%
$291B
$5.25 Million 0.12% of portfolio
10,996
Q3 2025 Added 6.46%
$0
$4.82 Million 0.11% of portfolio
34,624
Q3 2025 Reduced 1.77%
$258B
$4.97 Million 0.11% of portfolio
29,700
Q3 2025 Added 2.67%
$303B
$4.89 Million 0.11% of portfolio
31,469
Q3 2025 Added 12.01%
$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%
$57.9B
$4.37 Million 0.1% of portfolio
20,368
Q3 2025 Added 3.73%
$28.1B
$4.6 Million 0.1% of portfolio
91,212
Q3 2025 Added 0.1%
$266B
$3.86 Million 0.09% of portfolio
13,676
Q3 2025 Added 13.23%
$0
$4.14 Million 0.09% of portfolio
19,847
Q2 2025 Reduced 27.89%
$136B
$4.09 Million 0.09% of portfolio
11,061
Q3 2025 Added 16.27%
$183B
$4.09 Million 0.09% of portfolio
14,482
Q3 2025 Reduced 10.75%
$136B
$4.02 Million 0.09% of portfolio
17,020
Q3 2025 Reduced 14.14%
$0
$3.88 Million 0.09% of portfolio
44,427
Q3 2025 Added 64.65%
$72.3B
$4.01 Million 0.09% of portfolio
35,873
Q3 2025 Added 2.91%
$49.1B
$4 Million 0.09% of portfolio
3,333
Q3 2025 Added 24.97%
$317B
$3.5 Million 0.08% of portfolio
41,712
Q3 2025 Added 0.47%
$91.4B
$3.56 Million 0.08% of portfolio
22,909
Q3 2025 Added 7.6%
$141B
$3.61 Million 0.08% of portfolio
141,724
Q3 2025 Added 1.3%
$0
$3.6 Million 0.08% of portfolio
25,524
Q2 2025 Reduced 0.45%
$72.9B
$3.68 Million 0.08% of portfolio
14,180
Q3 2025 Added 13.94%

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
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