Choate Investment Advisors Reduced Holdings in Q2 2025

Choate Investment Advisors

  • $4.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SLB
Schlumberger Limited

Energy
-189
- 1.74%
$31.95 - $42.2 $6.04K - $7.98K
10.7K $361K
YUM
Yum Brands Inc

Consumer Cyclical
-1
- 0.01%
$138.36 - $161.45 $138 - $161
8.9K $1.32M
FCX
Freeport Mcmoran Inc

Basic Materials
-3.63K
- 25.47%
$29.15 - $44.46 $106K - $162K
10.6K $460K
TGT
Target Corp

Consumer Defensive
-552
- 14.51%
$88.76 - $105.77 $49K - $58.4K
3.25K $320K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-46
- 0.49%
$41.37 - $53.28 $1.9K - $2.45K
9.41K $420K
OKE
Oneok Inc

Energy
-267
- 9.6%
$78.71 - $100.37 $21K - $26.8K
2.52K $205K
AJG
Arthur J. Gallagher & Co.

Financial Services
-13
- 0.56%
$310.86 - $348.77 $4.04K - $4.53K
2.33K $744K
STT
State Street Corp

Financial Services
-1.38K
- 26.92%
$75.33 - $106.34 $104K - $147K
3.75K $398K
VZ
Verizon Communications Inc

Communication Services
-292
- 1.36%
$41.67 - $45.62 $12.2K - $13.3K
21.1K $913K
DVY
Ishares Tr

ETFs
-335
- 5.75%
$118.37 - $134.86 $39.7K - $45.2K
5.49K $729K
CLX
Clorox CO

Consumer Defensive
-14
- 0.79%
$118.01 - $148.69 $1.65K - $2.08K
1.77K $212K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-19
- 0.75%
$99.37 - $134.05 $1.89K - $2.55K
2.52K $285K
AZO
Autozone Inc

Consumer Cyclical
-5
- 1.69%
$3478.38 - $3880.15 $17.4K - $19.4K
290 $1.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-652
- 8.2%
$63.54 - $68.5 $41.4K - $44.7K
7.3K $492K
TMUS
T Mobile Us, Inc.

Communication Services
-2
- 0.13%
$220.99 - $268.54 $442 - $537
1.57K $372K
HLN
Haleon PLC

Healthcare
-4.36K
- 15.68%
$9.27 - $11.41 $40.4K - $49.7K
23.4K $243K
AON
Aon PLC

Financial Services
-6
- 0.63%
$335.85 - $398.81 $2.02K - $2.39K
939 $334K
GPC
Genuine Parts CO

Consumer Cyclical
-428
- 8.6%
$105.54 - $129.09 $45.2K - $55.3K
4.55K $551K
OTIS
Otis Worldwide Corp

Industrials
-206
- 4.78%
$90.88 - $104.3 $18.7K - $21.5K
4.11K $406K
CTRA
Coterra Energy Inc.

Energy
-22
- 0.22%
$22.6 - $29.07 $497 - $640
10K $254K
ADP
Automatic Data Processing Inc

Industrials
-491
- 1.16%
$276.76 - $326.81 $136K - $160K
41.9K $12.9M
AIG
American International Group, Inc.

Financial Services
-256
- 4.27%
$77.56 - $87.72 $19.9K - $22.5K
5.74K $490K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-318
- 4.51%
$96.84 - $99.46 $30.8K - $31.6K
6.74K $668K
SNA
Snap On Inc

Industrials
-2
- 0.19%
$292.36 - $342.2 $585 - $684
1.03K $318K
EQIX
Equinix Inc

Real Estate
-15
- 4.78%
$740.07 - $914.43 $11.1K - $13.7K
299 $237K
SHW
Sherwin Williams CO

Basic Materials
-26
- 1.79%
$313.51 - $363.51 $8.15K - $9.45K
1.43K $489K
EFG
Msci Eafe Growth ETF

ETFs
-789
- 13.29%
$89.8 - $112.0 $70.9K - $88.4K
5.15K $576K
QCOM
Qualcomm Inc

Technology
-655
- 4.27%
$124.66 - $159.48 $81.7K - $104K
14.7K $2.34M
AMD
Advanced Micro Devices Inc

Technology
-1.34K
- 30.16%
$78.21 - $143.81 $104K - $192K
3.09K $439K
CI
Cigna Corp

Healthcare
-80
- 1.16%
$301.89 - $340.04 $24.2K - $27.2K
6.85K $2.26M
WM
Waste Management Inc

Industrials
-22
- 0.55%
$216.47 - $242.1 $4.76K - $5.33K
4K $915K
SO
Southern CO

Utilities
-156
- 4.85%
$84.91 - $92.56 $13.2K - $14.4K
3.06K $280K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-610
- 4.16%
$12.23 - $15.46 $7.46K - $9.43K
14.1K $212K
TSCO
Tractor Supply CO

Consumer Cyclical
-55
- 1.22%
$47.86 - $55.77 $2.63K - $3.07K
4.44K $234K
HSY
Hershey CO

Consumer Defensive
-7
- 0.33%
$151.29 - $173.13 $1.06K - $1.21K
2.13K $353K
VTRS
Viatris Inc

Healthcare
-806
- 5.71%
$7.26 - $9.12 $5.85K - $7.35K
13.3K $118K
DOV
Dover Corp

Industrials
-373
- 4.39%
$151.14 - $186.7 $56.4K - $69.6K
8.13K $1.49M
TY
Tri Continental Corp

Financial Services
-350
- 5.05%
$27.37 - $31.84 $9.58K - $11.1K
6.58K $208K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.13K
- 11.72%
$26.99 - $33.86 $30.4K - $38.1K
8.48K $283K
UNM
Unum Group

Financial Services
-10
- 0.35%
$70.48 - $82.91 $705 - $829
2.81K $227K
SYY
Sysco Corp

Consumer Defensive
-62
- 1.25%
$68.0 - $75.91 $4.22K - $4.71K
4.89K $370K
ADSK
Autodesk, Inc.

Technology
-5
- 0.19%
N/A
2.69K $662K
Lam Research Corp
-51
- 0.4%
N/A
12.7K $0
BR
Broadridge Financial Solutions, Inc.

Technology
-3
- 0.26%
$217.22 - $246.25 $652 - $739
1.16K $281K
Arista Networks Inc
-41
- 0.89%
N/A
4.57K $0
Blackrock Inc
-7
- 0.29%
N/A
2.37K $0
Te Connectivity PLC
-57
- 3.07%
N/A
1.8K $0
CRH.L
Crh PLC

Basic Materials
-1
- 0.03%
N/A
3.22K $0
Labcorp Holdings Inc
-42
- 3.19%
N/A
1.27K $0
Activity Summary
Buys All Purchases 224 New Holdings 94 Increased Positions 130 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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