Choate Investment Advisors
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Choate Investment Advisors reported 477 stock positions worth $4.6 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 35.8% of the portfolio, followed by Oakmark US Large Cap ETF (OAKM, 5.2%) and iShares 0-3 Month Treasury B (SGOV, 3.8%). Compared with Q1 2025, it opened 94 new positions, sold out of 12, added to 129 and reduced 173. The biggest buy was a new position in Oakmark US Large Cap ETF (OAKM) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001399794
- Portfolio Value
- $4.6B (Q2 2025)
- SEC Filing
- 0001398344-25-015075 ↗ filed Aug 12, 2025
Holdings Value
Holdings 477 stocks · $4.6B
| IVV iShares Core S&P 500 ETF | 35.81% | 2,659,916 | $1.7B | Reduce -3.7% |
| OAKM Oakmark US Large Cap ETF | 5.17% | 9,292,332 | $238.6M | New |
| SGOV iShares 0-3 Month Treasury B | 3.80% | 1,739,491 | $175.1M | Add +122.0% |
| MSFT Microsoft Corp. | 3.45% | 319,501 | $158.9M | Add +3.4% |
| MUB iShares National Muni Bond E | 2.96% | 1,304,995 | $136.3M | Add +0.8% |
| AAPL Apple Inc. | 2.79% | 627,653 | $128.8M | Add +5.6% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 2.78% | 2,516,995 | $128.2M | Reduce -1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.38% | 392,534 | $109.8M | Reduce -5.3% |
| AMZN Amazon.com Inc. | 2.21% | 464,220 | $101.8M | Add +2.9% |
| NVDA Nvidia Corp. | 2.19% | 638,727 | $100.9M | Reduce -6.0% |
| VOO Vanguard S&P 500 ETF | 1.24% | 100,813 | $57.3M | Add +4.2% |
| GOOGL Alphabet Inc. Class A | 1.22% | 318,759 | $56.2M | Add +3.6% |
| HD Home Depot Inc. | 1.20% | 150,980 | $55.4M | Add +5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.19% | 88,550 | $54.7M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.90% | 234,466 | $41.6M | Add +5.8% |
| PG The Procter & Gamble Co. | 0.85% | 244,811 | $39.0M | Add +3.2% |
| V Visa Inc. Class A | 0.80% | 104,002 | $36.9M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.80% | 127,335 | $36.9M | Add +4.1% |
| FISV Fiserv Inc. | 0.79% | 210,788 | $36.3M | Add +13.9% |
| ABT Abbott Laboratories | 0.78% | 263,126 | $35.8M | Add +13.4% |
| WMT Walmart Inc. | 0.76% | 358,010 | $35.0M | Add +7.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 66,841 | $32.5M | Reduce -2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.67% | 249,337 | $30.8M | Add +1.0% |
| LLY Eli Lilly & Co. | 0.65% | 38,457 | $30.0M | Add +22.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.65% | 98,561 | $30.0M | Add +1.9% |
| JNJ Johnson & Johnson | 0.65% | 194,977 | $29.8M | Add +2.8% |
| MA Mastercard Inc. Class A | 0.61% | 50,321 | $28.3M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.58% | 118,386 | $26.8M | Add +4.5% |
| MRSH Marsh & McLennan Cos | 0.58% | 121,840 | $26.6M | No change |
| VEA Vanguard Ftse Developed ETF | 0.55% | 446,398 | $25.4M | Add +23.9% |
| ADBE Adobe Inc. | 0.49% | 58,969 | $22.8M | Add +40.4% |
| META Meta Platforms Inc. Class A | 0.48% | 29,999 | $22.1M | Add +5.7% |
| WCN Waste Connections Inc. | 0.45% | 110,979 | $20.7M | Add +5.3% |
| PGR Progressive Corp. | 0.43% | 73,748 | $19.7M | Add +11.1% |
| LIN Linde PLC | 0.37% | 36,732 | $17.2M | Add +8.7% |
| IWF iShares Russell 1000 Growth | 0.36% | 39,380 | $16.7M | Add +6.9% |
| PEP Pepsico Inc. | 0.36% | 126,573 | $16.7M | Reduce -5.9% |
| MSCI MSCI Inc. | 0.36% | 28,869 | $16.6M | Add +15.5% |
| AXP American Express Co. | 0.33% | 47,298 | $15.1M | Reduce -1.0% |
| CNI Canadian Natl Railway Co. | 0.32% | 142,766 | $14.9M | Reduce -2.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.32% | 213,786 | $14.8M | Add +18.1% |
| ABBV Abbvie Inc. | 0.31% | 76,886 | $14.3M | Add +11.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 114,702 | $14.2M | Reduce -19.0% |
| ATR Aptargroup Inc. | 0.30% | 87,528 | $13.7M | Reduce -7.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 24,235 | $13.4M | Add +4.3% |
| ADP Automatic Data Processing | 0.28% | 41,853 | $12.9M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.28% | 118,155 | $12.7M | Add +3.1% |
| RSP Invesco S&P 500 Equal Weight | 0.27% | 69,564 | $12.6M | Reduce -12.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.27% | 17 | $12.4M | Add +6.3% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.26% | 120,750 | $12.0M | Reduce -3.4% |
| GLD SPDR Gold Shares | 0.26% | 39,271 | $12.0M | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 185,187 | $11.5M | Add +3.8% |
| EMR Emerson Electric Co. | 0.25% | 85,646 | $11.4M | Reduce -4.3% |
| VT Vanguard Tot World STK ETF | 0.24% | 86,870 | $11.2M | Add +1.2% |
| PWR Quanta Services Inc. | 0.23% | 27,443 | $10.4M | Add +109.1% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 50,584 | $10.4M | Add +2.3% |
| DHR Danaher Corp. | 0.22% | 51,233 | $10.1M | Reduce -2.3% |
| ALC Alcon Inc. filed as ALCON AG | 0.21% | 111,933 | $9.9M | Reduce -1.9% |
| ECL Ecolab Inc. | 0.21% | 35,774 | $9.6M | Add +1.5% |
| COST Costco Wholesale Corp. | 0.21% | 9,603 | $9.5M | Add +1.2% |
| SGOL Abrdn Physical Gold Shares | 0.20% | 299,841 | $9.5M | Add +10.1% |
| EW Edwards Lifesciences Corp. | 0.20% | 120,501 | $9.4M | Reduce -2.9% |
| EOG EOG Resources Inc. | 0.20% | 77,075 | $9.2M | Reduce -3.0% |
| EPD Enterprise Products Partners | 0.20% | 296,270 | $9.2M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.20% | 33,090 | $9.1M | Add +14.5% |
| TYL Tyler Technologies Inc. | 0.17% | 13,207 | $7.8M | Reduce -0.9% |
| CP Canadian Pacific Kansas City | 0.16% | 94,734 | $7.5M | Add +6.2% |
| CSCO Cisco Systems Inc. | 0.16% | 104,724 | $7.3M | Reduce -10.2% |
| AMP Ameriprise Financial Inc. | 0.15% | 13,328 | $7.1M | Reduce -4.8% |
| MCD McDonald's Corp. | 0.15% | 24,235 | $7.1M | Add +3.1% |
| ORCL Oracle Corp. | 0.15% | 31,854 | $7.0M | Add +3.9% |
| SPGI S&P Global Inc. | 0.15% | 13,186 | $7.0M | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 61,644 | $6.7M | Reduce -86.4% |
| MRK Merck & Co. Inc. | 0.14% | 83,571 | $6.6M | Add +15.9% |
| COP Conocophillips | 0.13% | 68,390 | $6.1M | Reduce -0.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.12% | 60,973 | $5.7M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 12,702 | $5.6M | Reduce -3.3% |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 12,922 | $5.2M | Reduce -52.5% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 20,034 | $5.2M | Add +46.3% |
| XLV SS Health Care Select Sector | 0.10% | 35,248 | $4.8M | Add +1.7% |
| GIS General Mills Inc. | 0.10% | 91,121 | $4.7M | Add +0.3% |
| AMAT Applied Materials Inc. | 0.10% | 25,146 | $4.6M | Reduce -0.7% |
| UNP Union Pacific Corp. | 0.10% | 19,822 | $4.6M | Reduce -4.0% |
| AMGN Amgen Inc. | 0.10% | 16,227 | $4.5M | Add +7.3% |
| TSLA Tesla Inc. | 0.10% | 13,889 | $4.4M | Reduce -5.1% |
| EFA iShares MSCI Eafe ETF | 0.10% | 49,239 | $4.4M | Reduce -5.3% |
| RTX RTX Corp. | 0.09% | 28,929 | $4.2M | Add +0.4% |
| CVX Chevron Corp. | 0.09% | 28,096 | $4.0M | Reduce -12.1% |
| CAT Caterpillar Inc. | 0.09% | 10,329 | $4.0M | Add +34.5% |
| PRGS Progress Software Corp. | 0.09% | 61,948 | $4.0M | No change |
| ALL Allstate Corp. | 0.09% | 19,636 | $4.0M | Reduce -12.1% |
| KO The Coca-Cola Co. | 0.08% | 54,793 | $3.9M | Reduce -9.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 19,847 | $3.9M | Reduce -27.9% |
| UNH Unitedhealth Group Inc. | 0.08% | 12,307 | $3.8M | Reduce -75.9% |
| HON Honeywell International Inc. | 0.08% | 16,443 | $3.8M | Reduce -21.1% |
| SYK Stryker Corp. | 0.08% | 9,513 | $3.8M | Reduce -9.3% |
| XLI SS Industrial Select Sector | 0.08% | 25,074 | $3.7M | Add +1.8% |
| AFL Aflac Inc. | 0.08% | 34,859 | $3.7M | Reduce -3.5% |
| ACN Accenture PLC Class A | 0.08% | 12,280 | $3.7M | Reduce -6.2% |
| NFLX Netflix Inc. | 0.08% | 2,667 | $3.6M | Reduce -4.8% |
Portfolio Sells Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Reduce -3.7% | 35.81% | −2.76 |
| IJR iShares Core S&P Small-Cap E | Reduce -86.4% | 0.15% | −1.03 |
| UNH Unitedhealth Group Inc. | Reduce -75.9% | 0.08% | −0.58 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.3% | 2.38% | −0.28 |
| TMO Thermo Fisher Scientific Inc. | Reduce -52.5% | 0.11% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 0.70% | −0.20 |
| PEP Pepsico Inc. | Reduce -5.9% | 0.36% | −0.14 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -1.3% | 2.78% | −0.12 |
| KDP Keurig Dr Pepper Inc. | Reduce -61.0% | 0.04% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Reduce -12.5% | 0.27% | −0.07 |
| ALC Alcon Inc. | Reduce -1.9% | 0.21% | −0.05 |
| EPD Enterprise Products Partners | Reduce -0.5% | 0.20% | −0.05 |
| EOG EOG Resources Inc. | Reduce -3.0% | 0.20% | −0.05 |
| ATR Aptargroup Inc. | Reduce -7.3% | 0.30% | −0.05 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -3.4% | 0.26% | −0.05 |
| DHR Danaher Corp. | Reduce -2.3% | 0.22% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 1.19% | −0.05 |
| COP Conocophillips | Reduce -0.2% | 0.13% | −0.05 |
| CVX Chevron Corp. | Reduce -12.1% | 0.09% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -27.9% | 0.08% | −0.04 |
| AMT American Tower Corp. | Reduce -48.1% | 0.04% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.2% | 0.28% | −0.04 |
| DIS The Walt Disney Co. | Reduce -19.0% | 0.31% | −0.04 |
| NKE Nike Inc. Class B | Reduce -50.1% | 0.04% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -26.4% | 0.07% | −0.04 |
| CNI Canadian Natl Railway Co. | Reduce -2.9% | 0.32% | −0.03 |
| ALL Allstate Corp. | Reduce -12.1% | 0.09% | −0.03 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.03 |
| HON Honeywell International Inc. | Reduce -21.1% | 0.08% | −0.03 |
| KO The Coca-Cola Co. | Reduce -9.7% | 0.08% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -12.1% | 0.07% | −0.02 |
| TYL Tyler Technologies Inc. | Reduce -0.9% | 0.17% | −0.02 |
| UNP Union Pacific Corp. | Reduce -4.0% | 0.10% | −0.02 |
| ACN Accenture PLC Class A | Reduce -6.2% | 0.08% | −0.02 |
| PAR Par Technology Corp. | Reduce -54.3% | 0.02% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -10.2% | 0.16% | −0.02 |
| AFL Aflac Inc. | Reduce -3.5% | 0.08% | −0.02 |
| EW Edwards Lifesciences Corp. | Reduce -2.9% | 0.20% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -63.6% | 0.01% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -2.0% | 0.07% | −0.02 |
| MTD Mettler-Toledo International | Reduce -14.2% | 0.05% | −0.02 |
| SYK Stryker Corp. | Reduce -9.3% | 0.08% | −0.02 |
| AMP Ameriprise Financial Inc. | Reduce -4.8% | 0.15% | −0.01 |
| AWK American Water Works Co. Inc. | Reduce -29.8% | 0.02% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -4.1% | 0.04% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -92.1% | 0.00% | −0.01 |
| CTSH Cognizant Tech Solutions-A | Reduce -1.8% | 0.07% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -5.3% | 0.10% | −0.01 |
| ROP Roper Technologies Inc. | Reduce -11.8% | 0.03% | −0.01 |
| GGG Graco Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| OAKM Oakmark US Large Cap ETF | New | 5.17% | +5.17 |
| SGOV iShares 0-3 Month Treasury B | Add +122.0% | 3.80% | +1.84 |
| MSFT Microsoft Corp. | Add +3.4% | 3.45% | +0.56 |
| PWR Quanta Services Inc. | Add +109.1% | 0.23% | +0.14 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.5% | 0.58% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +23.9% | 0.55% | +0.10 |
| ADBE Adobe Inc. | Add +40.4% | 0.49% | +0.09 |
| AVGO Broadcom Inc. | Add +14.5% | 0.20% | +0.08 |
| AMZN Amazon.com Inc. | Add +2.9% | 2.21% | +0.08 |
| META Meta Platforms Inc. Class A | Add +5.7% | 0.48% | +0.07 |
| SUB iShares Short-Term National | New | 0.07% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +4.1% | 0.80% | +0.05 |
| ORCL Oracle Corp. | Add +3.9% | 0.15% | +0.04 |
| GE General Electric | Add +46.3% | 0.11% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +5.8% | 0.90% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 1.22% | +0.04 |
| WMT Walmart Inc. | Add +7.8% | 0.76% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +6.9% | 0.36% | +0.03 |
| GEV GE Vernova Inc. | Add +47.2% | 0.06% | +0.03 |
| COF Capital One Financial Corp. | Add +243.1% | 0.04% | +0.03 |
| MS Morgan Stanley | Add +68.4% | 0.06% | +0.02 |
| CAT Caterpillar Inc. | Add +34.5% | 0.09% | +0.02 |
| IQLT iShares MSCI International Q | New | 0.02% | +0.02 |
| IAUM iShares Gold Trust Micro | New | 0.02% | +0.02 |
| RNR Renaissancere Holdings Ltd. | New | 0.02% | +0.02 |
| VXF Vanguard Extended Market ETF | Add +201.3% | 0.03% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.3% | 0.29% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +38.4% | 0.06% | +0.02 |
| IBM Intl Business Machines Corp. | Add +23.8% | 0.08% | +0.02 |
| CB Chubb Ltd. | Add +88.7% | 0.04% | +0.02 |
| PCAR Paccar Inc. | New | 0.01% | +0.01 |
| FXE Invesco Currencyshares Euro | New | 0.01% | +0.01 |
| ABT Abbott Laboratories | Add +13.4% | 0.78% | +0.01 |
| MSCI MSCI Inc. | Add +15.5% | 0.36% | +0.01 |
| TM Toyota Motor Corp. -Spon ADR | Add +160.3% | 0.02% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.01% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +30.7% | 0.03% | +0.01 |
| TTE Totalenergies SE -Spon ADR | New | 0.01% | +0.01 |
| VST Vistra Corp. | Add +0.7% | 0.03% | +0.01 |
| LLY Eli Lilly & Co. | Add +22.9% | 0.65% | +0.01 |
| ITW Illinois Tool Works | Add +30.2% | 0.06% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +18.1% | 0.32% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | New | 0.01% | +0.01 |
| CP Canadian Pacific Kansas City | Add +6.2% | 0.16% | +0.01 |
| IOT Samsara Inc. Class A | Add +80.7% | 0.02% | +0.01 |
| CEG Constellation Energy | Add +21.6% | 0.02% | +0.01 |
| VGK Vanguard Ftse Europe ETF | New | 0.01% | +0.01 |
| RBRK Rubrik Inc. Class A | New | 0.01% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +4.2% | 1.24% | +0.01 |
| IVLU iShares MSCI International V | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 472 | $5.7B | IVV, VEU, IEMG, GVI, AAPL |
| Q1 2026 | 438 | $5.1B | IVV, GVI, VEU, IEMG, OAKM |
| Q4 2025 | 444 | $5.1B | IVV, OAKM, GVI, VEU, AAPL |
| Q3 2025 | 424 | $4.8B | IVV, OAKM, GVI, MSFT, AAPL |
| Q2 2025 | 477 | $4.6B | IVV, OAKM, SGOV, MSFT, MUB |
| Q1 2025 | 395 | $4.0B | IVV, MUB, AAPL, SPYX, MSFT |
| Q4 2024 | 402 | $4.2B | IVV, AAPL, MUB, MSFT, SPYX |
| Q3 2024 | 383 | $3.9B | IVV, MUB, AAPL, MSFT, SPYX |
| Q2 2024 | 377 | $3.8B | IVV, RSP, MSFT, MUB, SPYX |
| Q1 2024 | 405 | $3.7B | IVV, RSP, MUB, MSFT, SPYX |