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
$77.6B
$11.4 Million 0.26% of portfolio
85,646
Q2 2025 Reduced 4.3%
$0
$11.2 Million 0.26% of portfolio
86,870
Q2 2025 Added 1.2%
$59.3B
$10.4 Million 0.24% of portfolio
27,443
Q2 2025 Added 109.09%
$144B
$10.1 Million 0.23% of portfolio
51,233
Q2 2025 Reduced 2.29%
$36.5B
$9.88 Million 0.23% of portfolio
111,933
Q2 2025 Reduced 1.91%
$48.1B
$9.42 Million 0.22% of portfolio
120,501
Q2 2025 Reduced 2.85%
$78B
$9.64 Million 0.22% of portfolio
35,774
Q2 2025 Added 1.49%
$410B
$9.51 Million 0.22% of portfolio
9,603
Q2 2025 Added 1.2%
$5.34B
$9.46 Million 0.22% of portfolio
299,841
Q2 2025 Added 10.09%
$0
$9.21 Million 0.21% of portfolio
50,584
Q2 2025 Added 2.29%
$68B
$9.19 Million 0.21% of portfolio
296,270
Q2 2025 Reduced 0.5%
$65.7B
$9.22 Million 0.21% of portfolio
77,075
Q2 2025 Reduced 2.95%
$134B
$9.12 Million 0.21% of portfolio
33,090
Q2 2025 Added 14.46%
$21.8B
$7.83 Million 0.18% of portfolio
13,207
Q2 2025 Reduced 0.86%
$281B
$7.27 Million 0.17% of portfolio
104,724
Q2 2025 Reduced 10.15%
$52.4B
$7.11 Million 0.16% of portfolio
13,328
Q2 2025 Reduced 4.85%
$159B
$6.95 Million 0.16% of portfolio
13,186
Q2 2025 Added 0.18%
$0
$6.74 Million 0.16% of portfolio
61,644
Q2 2025 Reduced 86.43%
$224B
$7.08 Million 0.16% of portfolio
24,235
Q2 2025 Added 3.12%
$213B
$6.62 Million 0.15% of portfolio
83,571
Q2 2025 Added 15.9%
$120B
$6.14 Million 0.14% of portfolio
68,390
Q2 2025 Reduced 0.2%
$0
$5.72 Million 0.13% of portfolio
60,973
Q4 2024 Added 0.45%
$0
$5.57 Million 0.13% of portfolio
12,702
Q2 2025 Reduced 3.3%
$190B
$5.24 Million 0.12% of portfolio
12,922
Q2 2025 Reduced 52.47%
$329B
$5.16 Million 0.12% of portfolio
20,034
Q2 2025 Added 46.32%
$176B
$4.6 Million 0.11% of portfolio
25,146
Q2 2025 Reduced 0.74%
$0
$4.75 Million 0.11% of portfolio
35,248
Q2 2025 Added 1.67%
$29.9B
$4.72 Million 0.11% of portfolio
91,121
Q2 2025 Added 0.3%
$145B
$4.56 Million 0.11% of portfolio
19,822
Q2 2025 Reduced 4.04%
$0
$4.4 Million 0.1% of portfolio
49,239
Q2 2025 Reduced 5.26%
$1.4T
$4.41 Million 0.1% of portfolio
13,889
Q2 2025 Reduced 5.07%
$246B
$4.22 Million 0.1% of portfolio
28,929
Q2 2025 Added 0.39%
$151B
$4.53 Million 0.1% of portfolio
16,227
Q2 2025 Added 7.27%
$142B
$3.83 Million 0.09% of portfolio
16,443
Q2 2025 Reduced 21.09%
$58B
$3.95 Million 0.09% of portfolio
19,636
Q2 2025 Reduced 12.05%
$0
$3.7 Million 0.09% of portfolio
25,074
Q2 2025 Added 1.81%
$304B
$4.02 Million 0.09% of portfolio
28,096
Q2 2025 Reduced 12.1%
$252B
$4.01 Million 0.09% of portfolio
10,329
Q2 2025 Added 34.47%
$0
$3.87 Million 0.09% of portfolio
19,847
Q2 2025 Reduced 27.89%
$70.6B
$3.68 Million 0.09% of portfolio
34,859
Q2 2025 Reduced 3.5%
$323B
$3.84 Million 0.09% of portfolio
12,307
Q2 2025 Reduced 75.86%
$140B
$3.76 Million 0.09% of portfolio
9,513
Q2 2025 Reduced 9.3%
$1.89B
$3.95 Million 0.09% of portfolio
61,948
Q4 2020 Reduced 27.55%
$287B
$3.88 Million 0.09% of portfolio
54,793
Q2 2025 Reduced 9.66%
$0
$3.41 Million 0.08% of portfolio
25,243
Q1 2025 Reduced 1.44%
$253B
$3.56 Million 0.08% of portfolio
12,078
Q2 2025 Added 23.78%
$0
$3.4 Million 0.08% of portfolio
25,524
Q2 2025 Reduced 0.45%
$156B
$3.39 Million 0.08% of portfolio
15,258
Q2 2025 Reduced 2.02%
$143B
$3.39 Million 0.08% of portfolio
139,907
Q2 2025 Added 16.41%

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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