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
$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
$3.78T
$168 Million 3.71% of portfolio
324,861
Q3 2025 Added 1.68%
$4.3T
$160 Million 3.54% of portfolio
630,304
Q3 2025 Added 0.42%
$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%
$465B
$119 Million 2.62% of portfolio
637,180
Q3 2025 Reduced 0.24%
$2.39T
$103 Million 2.28% of portfolio
469,359
Q3 2025 Added 1.11%
$1.65T
$75.7 Million 1.67% of portfolio
311,582
Q3 2025 Reduced 2.25%
$0
$63.6 Million 1.41% of portfolio
103,935
Q3 2025 Added 3.1%
$367B
$62.2 Million 1.37% of portfolio
153,476
Q3 2025 Added 1.65%
$0
$60.9 Million 1.34% of portfolio
91,351
Q3 2025 Added 3.16%
$1.74T
$54.7 Million 1.21% of portfolio
224,699
Q3 2025 Reduced 4.17%
$0
$47 Million 1.04% of portfolio
143,357
Q3 2025 Added 45.45%
$881B
$40.6 Million 0.9% of portfolio
128,783
Q3 2025 Added 1.14%
$279B
$39.4 Million 0.87% of portfolio
382,345
Q3 2025 Added 6.8%
$228B
$37.5 Million 0.83% of portfolio
279,957
Q3 2025 Added 6.4%
$662B
$35.4 Million 0.78% of portfolio
70,332
Q3 2025 Added 5.22%
$533B
$35.3 Million 0.78% of portfolio
103,540
Q3 2025 Reduced 0.44%
$522B
$35.3 Million 0.78% of portfolio
190,125
Q3 2025 Reduced 2.49%
$1.46T
$34.6 Million 0.76% of portfolio
123,875
Q3 2025 Added 4.64%
$971B
$33.6 Million 0.74% of portfolio
44,059
Q3 2025 Added 14.57%
$346B
$31.9 Million 0.71% of portfolio
207,859
Q3 2025 Reduced 15.09%
$0
$30.8 Million 0.68% of portfolio
514,382
Q3 2025 Added 15.23%
$512B
$29.7 Million 0.66% of portfolio
52,293
Q3 2025 Added 3.92%
$1.37T
$26.9 Million 0.59% of portfolio
36,655
Q3 2025 Added 22.19%
$79.5B
$25 Million 0.55% of portfolio
199,771
Q3 2025 Reduced 5.23%
$89.7B
$24.5 Million 0.54% of portfolio
121,790
Q3 2025 Reduced 0.04%
$151B
$22.1 Million 0.49% of portfolio
62,632
Q3 2025 Added 6.21%
$43.4B
$19.9 Million 0.44% of portfolio
113,334
Q3 2025 Added 2.12%
$0
$18.9 Million 0.42% of portfolio
40,420
Q3 2025 Added 2.64%
$414B
$18 Million 0.4% of portfolio
77,939
Q3 2025 Added 1.37%
$132B
$16.2 Million 0.36% of portfolio
65,555
Q3 2025 Reduced 11.11%
$255B
$15.7 Million 0.35% of portfolio
47,194
Q3 2025 Reduced 0.22%
$204B
$15.6 Million 0.34% of portfolio
111,008
Q3 2025 Reduced 12.3%
$45.2B
$15.5 Million 0.34% of portfolio
27,290
Q3 2025 Reduced 5.47%
$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%
$490B
$13.5 Million 0.3% of portfolio
119,722
Q3 2025 Added 1.33%
$64.7B
$13.1 Million 0.29% of portfolio
139,182
Q3 2025 Reduced 2.51%
$104B
$12.6 Million 0.28% of portfolio
42,994
Q3 2025 Added 2.73%
$453B
$12.1 Million 0.27% of portfolio
16
Q3 2025 Reduced 5.88%
$0
$12 Million 0.27% of portfolio
87,381
Q3 2025 Added 0.59%
$191B
$11.6 Million 0.26% of portfolio
2,153
Q3 2025 Added 816.17%
$0
$12 Million 0.26% of portfolio
183,491
Q3 2025 Reduced 0.92%
$139B
$11.2 Million 0.25% of portfolio
33,936
Q3 2025 Added 2.56%
$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%
$75.4B
$10.9 Million 0.24% of portfolio
83,239
Q3 2025 Reduced 2.81%

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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