Choate Investment Advisors 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001399794 · BOSTON, MA

As of Sep 30, 2025, Choate Investment Advisors reported 424 positions worth $4.7B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	2,605,419	.7B	36.87%
HARRIS OAKMARK ETF TRUST	—	—	9,672,111	$259.0M	5.48%
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF	GVI	—	1,882,646	$202.3M	4.28%
MICROSOFT CORP	MSFT	Technology	324,861	68.3M	3.56%
APPLE INC	AAPL	Technology	630,304	60.5M	3.39%
STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF	SPYX	—	2,442,124	34.0M	2.83%
ISHARES NATIONAL MUNI BOND ETF	MUB	—	1,222,478	30.2M	2.75%
NVIDIA CORP	NVDA	Technology	637,180	18.9M	2.51%
AMAZON.COM INC	AMZN	Equity	469,359	03.1M	2.18%
ALPHABET INC	GOOGL	Equity	311,582	$75.7M	1.60%
VANGUARD 500 INDEX FUND	VOO	—	103,935	$63.6M	1.35%
HOME DEPOT INC	HD	Consumer Cyclical	153,476	$62.2M	1.31%
SPDR S&P 500 ETF TRUST	SPY	—	91,351	$60.9M	1.29%
ALPHABET INC	GOOG	Equity	224,699	$54.7M	1.16%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	143,357	$47.0M	0.99%
JPMORGAN CHASE & CO	JPM	Financial Services	128,783	$40.6M	0.86%
WALMART INC	WMT	Consumer Defensive	382,345	$39.4M	0.83%
TJX COMPANIES INC	TJX	Consumer Cyclical	264,325	$38.2M	0.81%
ABBOTT LABORATORIES	ABT	Healthcare	279,957	$37.5M	0.79%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	70,332	$35.4M	0.75%
VISA INC-CLASS A SHARES	V	Financial Services	103,540	$35.3M	0.75%
JOHNSON & JOHNSON	JNJ	Healthcare	190,125	$35.3M	0.75%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	Technology	123,875	$34.6M	0.73%
ELI LILLY & CO	LLY	Healthcare	44,059	$33.6M	0.71%
PROCTER & GAMBLE CO	PG	Consumer Defensive	207,859	$31.9M	0.68%