Choate Investment Advisors Portfolio Holdings

Choate Investment Advisors

  • $4.32 Billion
  • Q2 2025

Choate Investment Advisors has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.32 Billion distributed in 477 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 $1.65B, Ishares Trishares 0 3 Mnth Tre with a value of $175M, Microsoft Corp with a value of $159M, Ishares National Muni Bond ETF with a value of $136M, and Apple Inc. with a value of $129M.

Examining the 13F form we can see an increase of $350M in the current position value, from $3.97B to 4.32B.

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 $4.32 Billion
ETFs: $2.6 Billion
Technology: $546 Million
Financial Services: $284 Million
Consumer Cyclical: $220 Million
Healthcare: $217 Million
Communication Services: $142 Million
Industrials: $124 Million
Consumer Defensive: $119 Million
Other: $73.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.65 Billion 38.19% of portfolio
2,659,916
Q2 2025 Reduced 3.71%
$0
$175 Million 4.05% of portfolio
1,739,491
Q2 2025 Added 121.97%
$3.95T
$159 Million 3.68% of portfolio
319,501
Q2 2025 Added 3.43%
$0
$136 Million 3.15% of portfolio
1,304,995
Q2 2025 Added 0.83%
$3.69T
$129 Million 2.98% of portfolio
627,653
Q2 2025 Added 5.61%
$0
$128 Million 2.96% of portfolio
2,516,995
Q2 2025 Reduced 1.34%
$0
$110 Million 2.54% of portfolio
392,534
Q2 2025 Reduced 5.33%
$2.26T
$102 Million 2.36% of portfolio
464,220
Q2 2025 Added 2.9%
$456B
$101 Million 2.33% of portfolio
638,727
Q2 2025 Reduced 6.05%
$0
$57.3 Million 1.32% of portfolio
100,813
Q2 2025 Added 4.22%
$1.21T
$56.2 Million 1.3% of portfolio
318,759
Q2 2025 Added 3.63%
$405B
$55.4 Million 1.28% of portfolio
150,980
Q2 2025 Added 4.99%
$0
$54.7 Million 1.27% of portfolio
88,550
Q2 2025 Reduced 0.24%
$1.24T
$41.6 Million 0.96% of portfolio
234,466
Q2 2025 Added 5.81%
$368B
$39 Million 0.9% of portfolio
244,811
Q2 2025 Added 3.23%
$859B
$36.9 Million 0.85% of portfolio
127,335
Q2 2025 Added 4.12%
$229B
$35.8 Million 0.83% of portfolio
263,126
Q2 2025 Added 13.42%
$281B
$35 Million 0.81% of portfolio
358,010
Q2 2025 Added 7.85%
$621B
$32.5 Million 0.75% of portfolio
66,841
Q2 2025 Reduced 2.04%
$155B
$30.8 Million 0.71% of portfolio
249,337
Q2 2025 Added 0.97%
$608B
$30 Million 0.69% of portfolio
38,457
Q2 2025 Added 22.89%
$452B
$29.8 Million 0.69% of portfolio
194,977
Q2 2025 Added 2.76%
$0
$30 Million 0.69% of portfolio
98,561
Q2 2025 Added 1.92%
$548B
$28.3 Million 0.65% of portfolio
50,321
Q2 2025 Added 0.54%
$101B
$26.6 Million 0.62% of portfolio
121,840
Q1 2025 Added 0.07%
$1.27T
$26.8 Million 0.62% of portfolio
118,386
Q2 2025 Added 4.5%
$79.5B
$26.4 Million 0.61% of portfolio
210,788
Q2 2025 Added 13.93%
$0
$25.4 Million 0.59% of portfolio
446,398
Q2 2025 Added 23.94%
$157B
$22.8 Million 0.53% of portfolio
58,969
Q2 2025 Added 40.35%
$1.78T
$22.1 Million 0.51% of portfolio
29,999
Q2 2025 Added 5.69%
$48.2B
$20.7 Million 0.48% of portfolio
110,979
Q2 2025 Added 5.26%
$142B
$19.7 Million 0.46% of portfolio
73,748
Q2 2025 Added 11.14%
$44B
$16.6 Million 0.39% of portfolio
28,869
Q2 2025 Added 15.53%
$202B
$16.7 Million 0.39% of portfolio
126,573
Q2 2025 Reduced 5.91%
$0
$16.7 Million 0.39% of portfolio
39,380
Q2 2025 Added 6.91%
$227B
$15.1 Million 0.35% of portfolio
47,298
Q2 2025 Reduced 1.02%
$63.6B
$14.9 Million 0.34% of portfolio
142,766
Q2 2025 Reduced 2.89%
$112B
$14.8 Million 0.34% of portfolio
213,786
Q2 2025 Added 18.08%
$351B
$14.3 Million 0.33% of portfolio
76,886
Q2 2025 Added 11.91%
$207B
$14.2 Million 0.33% of portfolio
114,702
Q2 2025 Reduced 18.99%
$9.12B
$13.7 Million 0.32% of portfolio
87,528
Q2 2025 Reduced 7.25%
$0
$13.4 Million 0.31% of portfolio
24,235
Q2 2025 Added 4.31%
$124B
$12.9 Million 0.3% of portfolio
41,853
Q2 2025 Reduced 1.16%
$423B
$12.4 Million 0.29% of portfolio
17
Q2 2025 Added 6.25%
$442B
$12.7 Million 0.29% of portfolio
118,155
Q2 2025 Added 3.11%
$0
$12.6 Million 0.29% of portfolio
69,564
Q2 2025 Reduced 12.47%
$0
$12 Million 0.28% of portfolio
120,750
Q2 2025 Reduced 3.38%
$106B
$12 Million 0.28% of portfolio
39,271
Q2 2025 Added 0.77%
$0
$11.5 Million 0.27% of portfolio
185,187
Q2 2025 Added 3.83%

Summary

  • Portfolio
  • No. of Stocks 477
  • Current Value $4.32 Billion
  • Prior Value $3.97 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 94 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 172 stocks
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