Choate Investment Advisors
CIK: 0001399794SEC EDGAR →
Portfolio Value
$5.1M
Holdings
444
As of
Q4 2025
New Positions
23
Closed Positions
72
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | HARRIS OAKMARK ETF TRUST | 9,026,210 | $255.0M | 5004.91% |
| 2 | ISHARES TR | 2,097,512 | $225.0M | 4416.09% |
| 3 | VANGUARD INTL EQUITY INDEX F | 2,976,271 | $218.0M | 4278.70% |
| 4 | APPLE INC | 623,374 | $169.0M | 3316.98% |
| 5 | MICROSOFT CORP | 325,368 | $157.0M | 3081.45% |
| 6 | SPDR SERIES TRUST | 2,381,460 | $133.0M | 2610.40% |
| 7 | ISHARES TR | 1,165,513 | $124.0M | 2433.76% |
| 8 | NVIDIA CORPORATION | 646,076 | $120.0M | 2355.25% |
| 9 | AMAZON COM INC | 474,367 | $109.0M | 2139.35% |
| 10 | ALPHABET INC | 299,810 | $93.0M | 1825.32% |
Quarterly Changes
New Positions (42)
$21.0M · 289K shares
$14.0M · 58K shares
$5.0M · 51K shares
$2.0M · 19K shares
$2.0M · 35K shares
$1.0M · 18K shares
$1.0M · 27K shares
$1.0M · 17K shares
$1.0M · 5K shares
$1.0M · 47K shares
$1.0M · 20K shares
$0 · 5K shares
$0 · 1K shares
$0 · 3K shares
$0 · 54K shares
$0 · 10K shares
$0 · 13K shares
$0 · 3K shares
$0 · 3K shares
$0 · 9K shares
$0 · 316 shares
$0 · 2K shares
$0 · 48 shares
$0 · 987 shares
$0 · 36K shares
$0 · 1K shares
$0 · 909 shares
$0 · 3K shares
$0 · 5K shares
$0 · 4K shares
$0 · 2K shares
$0 · 13K shares
$0 · 52 shares
$0 · 15K shares
$0 · 7K shares
$0 · 4K shares
$0 · 8K shares
$0 · 3K shares
$0 · 3K shares
$0 · 500 shares
$0 · 24K shares
$0 · 7K shares
Closed Positions (22)
$1.3M · 23K shares
$727K · 8K shares
$713K · 26K shares
$679K · 7K shares
$324K · 3K shares
$283K · 3K shares
$276K · 1K shares
$258K · 3K shares
$240K · 2K shares
$233K · 3K shares
$229K · 708 shares
$226K · 5K shares
$222K · 2K shares
$219K · 4K shares
$217K · 8K shares
$214K · 3K shares
$209K · 1K shares
$208K · 1K shares
$207K · 4K shares
$203K · 2K shares
$202K · 1K shares
$62K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 161 | $1.4B | 48.1% |
| Technology | 65 | $595.0M | 20.3% |
| Consumer Cyclical | 30 | $222.0M | 7.6% |
| Communication Services | 16 | $174.0M | 5.9% |
| Healthcare | 43 | $165.1M | 5.6% |
| Consumer Defensive | 17 | $104.0M | 3.5% |
| Industrials | 46 | $93.0M | 3.2% |
| Unknown | 23 | $71.0M | 2.4% |
| Energy | 15 | $52.0M | 1.8% |
| Basic Materials | 15 | $43.0M | 1.5% |
| Utilities | 9 | $4.0M | 0.1% |
| Real Estate | 4 | $1.0M | 0.0% |