What is Choate Investment Advisors's portfolio value?

As of Q4 2025, Choate Investment Advisors manages $5.1M across 444 reported positions in their SEC 13F filing.

How many stocks does Choate Investment Advisors hold?

Choate Investment Advisors holds 444 reported positions as of their Q4 2025 13F filing.

When did Choate Investment Advisors last file a 13F?

The most recent 13F filing from Choate Investment Advisors reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Choate Investment Advisors

CIK: 0001399794SEC EDGAR →

Portfolio Value

$5.1M

Holdings

444

As of

Q4 2025

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio

Quarterly Changes

Top Buys

OAKMNEW

$255.0M

GVINEW

$225.0M

VEUNEW

$218.0M

AAPLNEW

$169.0M

MSFTNEW

$157.0M

Top Sells

No sells this quarter

New Positions (444)

OAKM

$255.0M · 9.0M shares

GVI

$225.0M · 2.1M shares

VEU

$218.0M · 3.0M shares

AAPL

$169.0M · 623K shares

MSFT

$157.0M · 325K shares

SPYX

$133.0M · 2.4M shares

MUB

$124.0M · 1.2M shares

NVDA

$120.0M · 646K shares

AMZN

$109.0M · 474K shares

GOOGL

$93.0M · 300K shares

GOOG

$69.0M · 222K shares

VTI

$56.0M · 169K shares

$50.0M · 147K shares

$48.0M · 432K shares

$44.0M · 140K shares

$42.0M · 275K shares

$42.0M · 139K shares

$40.0M · 195K shares

$38.0M · 306K shares

$37.0M · 106K shares

VEA

$35.0M · 570K shares

BRK/B

$33.0M · 67K shares

$22.0M · 160K shares

$22.0M · 122K shares

$21.0M · 289K shares

$19.0M · 109K shares

$18.0M · 52K shares

$18.0M · 39K shares

$18.0M · 53K shares

$17.0M · 40K shares

$17.0M · 47K shares

$16.0M · 71K shares

$15.0M · 39K shares

$14.0M · 346K shares

$14.0M · 104K shares

$14.0M · 63K shares

$14.0M · 58K shares

$14.0M · 123K shares

$12.0M · 173K shares

CNR

$12.0M · 130K shares

$12.0M · 89K shares

$12.0M · 29K shares

$12.0M · 48K shares

$11.0M · 51K shares

$10.0M · 99K shares

$10.0M · 79K shares

$9.0M · 80K shares

$9.0M · 147K shares

$9.0M · 108K shares

$9.0M · 49K shares

$9.0M · 43K shares

$8.0M · 32K shares

$8.0M · 29K shares

$8.0M · 266K shares

$7.0M · 103K shares

$7.0M · 91K shares

$7.0M · 23K shares

$7.0M · 98K shares

BILS

$7.0M · 78K shares

VUG

$6.0M · 12K shares

AMAT

$6.0M · 25K shares

$6.0M · 21K shares

$6.0M · 13K shares

$6.0M · 13K shares

$6.0M · 13K shares

$5.0M · 35K shares

$5.0M · 30K shares

$5.0M · 59K shares

$5.0M · 60K shares

$5.0M · 69K shares

$5.0M · 33K shares

$5.0M · 10K shares

$5.0M · 20K shares

$5.0M · 51K shares

$4.0M · 27K shares

$4.0M · 31K shares

$4.0M · 49K shares

$4.0M · 14K shares

$4.0M · 10K shares

$4.0M · 24K shares

$4.0M · 95K shares

$4.0M · 41K shares

$4.0M · 15K shares

$3.0M · 14K shares

$3.0M · 26K shares

$3.0M · 39K shares

$3.0M · 39K shares

$3.0M · 15K shares

$3.0M · 24K shares

$3.0M · 29K shares

$3.0M · 14K shares

$3.0M · 147K shares

$3.0M · 64K shares

$3.0M · 44K shares

$3.0M · 40K shares

$3.0M · 34K shares

$3.0M · 29K shares

$3.0M · 15K shares

$3.0M · 20K shares

$3.0M · 16K shares

$3.0M · 12K shares

$3.0M · 39K shares

$3.0M · 17K shares

$3.0M · 25K shares

$3.0M · 43K shares

$3.0M · 11K shares

$3.0M · 36K shares

$2.0M · 30K shares

$2.0M · 5K shares

VTV

$2.0M · 11K shares

BMY

$2.0M · 45K shares

$2.0M · 8K shares

$2.0M · 19K shares

$2.0M · 13K shares

$2.0M · 10K shares

$2.0M · 29K shares

$2.0M · 9K shares

$2.0M · 66K shares

$2.0M · 31K shares

$2.0M · 13K shares

$2.0M · 13K shares

$2.0M · 76K shares

$2.0M · 28K shares

$2.0M · 7K shares

$2.0M · 10K shares

$2.0M · 30K shares

$2.0M · 62K shares

$2.0M · 13K shares

$2.0M · 38K shares

$2.0M · 12K shares

$2.0M · 38K shares

$2.0M · 71K shares

$2.0M · 19K shares

$2.0M · 11K shares

$2.0M · 29K shares

$2.0M · 15K shares

$2.0M · 103K shares

$2.0M · 35K shares

$2.0M · 48K shares

$1.7M · 2.4M shares

$1.0M · 3K shares

$1.0M · 16K shares

$1.0M · 19K shares

$1.0M · 8K shares

$1.0M · 2K shares

$1.0M · 9K shares

$1.0M · 7K shares

$1.0M · 4K shares

$1.0M · 7K shares

$1.0M · 12K shares

$1.0M · 5K shares

$1.0M · 9K shares

$1.0M · 7K shares

$1.0M · 18K shares

$1.0M · 2K shares

$1.0M · 16K shares

$1.0M · 35K shares

$1.0M · 5K shares

CRM

$1.0M · 7K shares

MPC

$1.0M · 12K shares

$1.0M · 5K shares

$1.0M · 23K shares

$1.0M · 14K shares

$1.0M · 2K shares

$1.0M · 7K shares

$1.0M · 18K shares

$1.0M · 27K shares

$1.0M · 14K shares

$1.0M · 7K shares

$1.0M · 18K shares

$1.0M · 22K shares

$1.0M · 12K shares

$1.0M · 18K shares

$1.0M · 2K shares

$1.0M · 36K shares

$1.0M · 24K shares

$1.0M · 2K shares

$1.0M · 2K shares

$1.0M · 4K shares

$1.0M · 5K shares

$1.0M · 13K shares

$1.0M · 18K shares

$1.0M · 6K shares

$1.0M · 27K shares

$1.0M · 13K shares

$1.0M · 12K shares

$1.0M · 8K shares

$1.0M · 18K shares

$1.0M · 9K shares

$1.0M · 12K shares

$1.0M · 7K shares

$1.0M · 4K shares

$1.0M · 6K shares

$1.0M · 24K shares

$1.0M · 19K shares

$1.0M · 17K shares

$1.0M · 9K shares

$1.0M · 3K shares

$1.0M · 5K shares

$1.0M · 47K shares

$1.0M · 3K shares

$1.0M · 9K shares

$1.0M · 43K shares

$1.0M · 4K shares

$1.0M · 11K shares

$1.0M · 15K shares

$1.0M · 36K shares

$1.0M · 7K shares

$1.0M · 20K shares

$1.0M · 8K shares

$1.0M · 10K shares

$1.0M · 9K shares

$1.0M · 4K shares

$63K · 93K shares

$51K · 48K shares

$31K · 55K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	162	$1.4B	48.1%
Technology	67	$606.0M	20.6%
Consumer Cyclical	29	$222.0M	7.6%
Communication Services	15	$174.0M	5.9%
Healthcare	43	$165.1M	5.6%
Consumer Defensive	17	$104.0M	3.5%
Industrials	45	$82.0M	2.8%
Unknown	23	$71.0M	2.4%
Energy	14	$52.0M	1.8%
Basic Materials	16	$43.0M	1.5%
Utilities	9	$4.0M	0.1%
Real Estate	4	$1.0M	0.0%