Choate Investment Advisors
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Choate Investment Advisors reported 444 stock positions worth $5.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 32.8% of the portfolio, followed by Oakmark US Large Cap ETF (OAKM, 5.0%) and iShares Intermediate Governm (GVI, 4.4%). Compared with Q3 2025, it opened 39 new positions, sold out of 20, added to 133 and reduced 163. The biggest buy was Vanguard Ftse All-World Ex-U (VEU, shares +14241%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001399794
- Portfolio Value
- $5.1B (Q4 2025)
- SEC Filing
- 0001398344-26-002491 ↗ filed Feb 9, 2026
Holdings Value
Holdings 444 stocks · $5.1B
| IVV iShares Core S&P 500 ETF | 32.84% | 2,443,219 | $1.7B | Reduce -6.2% |
| OAKM Oakmark US Large Cap ETF | 5.02% | 9,026,210 | $256.0M | Reduce -6.7% |
| GVI iShares Intermediate Governm | 4.42% | 2,097,512 | $225.2M | Add +11.4% |
| VEU Vanguard Ftse All-World Ex-U | 4.30% | 2,976,271 | $218.9M | Add +14241.4% |
| AAPL Apple Inc. | 3.33% | 623,374 | $169.5M | Reduce -1.1% |
| MSFT Microsoft Corp. | 3.09% | 325,368 | $157.4M | Add +0.2% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 2.63% | 2,381,460 | $133.8M | Reduce -2.5% |
| MUB iShares National Muni Bond E | 2.45% | 1,165,513 | $124.8M | Reduce -4.7% |
| NVDA Nvidia Corp. | 2.36% | 646,076 | $120.5M | Add +1.4% |
| AMZN Amazon.com Inc. | 2.15% | 474,367 | $109.5M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 1.84% | 299,810 | $93.8M | Reduce -3.8% |
| GOOG Alphabet Inc. Class C | 1.37% | 222,127 | $69.7M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.24% | 92,651 | $63.2M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.11% | 168,906 | $56.6M | Add +17.8% |
| LLY Eli Lilly & Co. | 1.02% | 48,185 | $51.8M | Add +9.4% |
| HD Home Depot Inc. | 1.00% | 147,375 | $50.7M | Reduce -4.0% |
| WMT Walmart Inc. | 0.94% | 431,661 | $48.1M | Add +12.9% |
| JPM JPMorgan Chase & Co. | 0.88% | 139,509 | $45.0M | Add +8.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.83% | 275,456 | $42.3M | Add +4.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.83% | 138,761 | $42.2M | Add +12.0% |
| JNJ Johnson & Johnson | 0.79% | 195,113 | $40.4M | Add +2.6% |
| ABT Abbott Laboratories | 0.75% | 305,976 | $38.3M | Add +9.3% |
| V Visa Inc. Class A | 0.73% | 105,761 | $37.1M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 0.70% | 569,722 | $35.6M | Add +10.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 66,898 | $33.6M | Reduce -4.9% |
| MA Mastercard Inc. Class A | 0.61% | 54,571 | $31.2M | Add +4.4% |
| META Meta Platforms Inc. Class A | 0.55% | 42,745 | $28.2M | Add +16.6% |
| VOO Vanguard S&P 500 ETF | 0.55% | 44,986 | $28.2M | Reduce -56.7% |
| PG The Procter & Gamble Co. | 0.45% | 159,842 | $22.9M | Reduce -23.1% |
| MRSH Marsh & McLennan Cos | 0.44% | 121,790 | $22.6M | No change |
| VXUS Vanguard Total Intl Stock | 0.43% | 288,569 | $21.8M | New |
| WCN Waste Connections Inc. | 0.37% | 108,584 | $19.0M | Reduce -4.2% |
| ADBE Adobe Inc. | 0.36% | 53,063 | $18.6M | Reduce -15.3% |
| IWF iShares Russell 1000 Growth | 0.36% | 39,210 | $18.6M | Reduce -3.0% |
| AVGO Broadcom Inc. | 0.35% | 52,050 | $18.0M | Add +53.4% |
| AXP American Express Co. | 0.34% | 47,399 | $17.5M | Add +0.4% |
| BKNG Booking Holdings Inc. | 0.34% | 3,235 | $17.3M | Add +50.3% |
| LIN Linde PLC | 0.34% | 40,361 | $17.2M | Add +3.0% |
| ABBV Abbvie Inc. | 0.32% | 71,414 | $16.3M | Reduce -8.4% |
| MSCI MSCI Inc. | 0.31% | 27,825 | $16.0M | Add +2.0% |
| GLD SPDR Gold Shares | 0.31% | 39,271 | $15.6M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 24,791 | $15.2M | Reduce -1.2% |
| PEP Pepsico Inc. | 0.29% | 104,439 | $15.0M | Reduce -5.9% |
| XOM Exxon Mobil Corp. | 0.29% | 123,399 | $14.8M | Add +3.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.29% | 58,067 | $14.6M | New |
| PGR Progressive Corp. | 0.28% | 63,193 | $14.4M | Reduce -3.6% |
| SGOL Abrdn Physical Gold Shares | 0.28% | 346,383 | $14.2M | Add +13.2% |
| CNI Canadian Natl Railway Co. | 0.25% | 130,210 | $12.9M | Reduce -6.5% |
| VT Vanguard Tot World STK ETF | 0.25% | 89,193 | $12.6M | Add +2.1% |
| ADP Automatic Data Processing | 0.24% | 47,704 | $12.3M | Add +11.0% |
| PWR Quanta Services Inc. | 0.24% | 28,962 | $12.2M | Add +11.8% |
| KO The Coca-Cola Co. | 0.24% | 172,934 | $12.1M | Add +48.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 16 | $12.1M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 50,559 | $11.1M | No change |
| EMR Emerson Electric Co. | 0.21% | 78,876 | $10.5M | Reduce -5.2% |
| MRK Merck & Co. Inc. | 0.20% | 98,500 | $10.4M | Add +16.0% |
| DHR Danaher Corp. | 0.19% | 42,597 | $9.8M | Add +2.6% |
| IJH iShares Core S&P Midcap ETF | 0.19% | 147,039 | $9.7M | Reduce -19.9% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 48,643 | $9.3M | Reduce -18.4% |
| EW Edwards Lifesciences Corp. | 0.18% | 107,927 | $9.2M | Reduce -3.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 79,627 | $9.1M | Reduce -6.7% |
| COST Costco Wholesale Corp. | 0.18% | 10,425 | $9.0M | Add +3.6% |
| EPD Enterprise Products Partners | 0.17% | 265,991 | $8.5M | Reduce -3.8% |
| ECL Ecolab Inc. | 0.17% | 32,298 | $8.5M | Reduce -4.2% |
| VMC Vulcan Materials Co. | 0.16% | 28,744 | $8.2M | Add +166.2% |
| CSCO Cisco Systems Inc. | 0.16% | 102,987 | $7.9M | Add +1.8% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.15% | 77,530 | $7.7M | Reduce -13.0% |
| UBER Uber Technologies Inc. | 0.15% | 91,079 | $7.4M | Add +1906.6% |
| CP Canadian Pacific Kansas City | 0.14% | 98,389 | $7.2M | Add +0.8% |
| MCD McDonald's Corp. | 0.14% | 23,265 | $7.1M | Reduce -4.0% |
| SPGI S&P Global Inc. | 0.13% | 12,782 | $6.7M | Reduce -1.8% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 21,418 | $6.6M | Add +4.8% |
| AMP Ameriprise Financial Inc. | 0.13% | 13,251 | $6.5M | Reduce -0.6% |
| AMAT Applied Materials Inc. | 0.13% | 25,079 | $6.4M | Reduce -6.6% |
| TSLA Tesla Inc. | 0.12% | 13,422 | $6.0M | Reduce -6.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 12,334 | $6.0M | Reduce -1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 10,348 | $6.0M | Reduce -12.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 19,566 | $5.8M | Add +43.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.11% | 60,422 | $5.7M | Reduce -1.1% |
| RTX RTX Corp. | 0.11% | 30,298 | $5.6M | Add +2.0% |
| COP Conocophillips | 0.11% | 59,021 | $5.5M | Reduce -13.6% |
| ALC Alcon Inc. filed as ALCON AG | 0.11% | 69,000 | $5.4M | Reduce -31.8% |
| CAT Caterpillar Inc. | 0.11% | 9,360 | $5.4M | Reduce -14.9% |
| CVX Chevron Corp. | 0.10% | 34,538 | $5.3M | Add +9.8% |
| XLV SS Health Care Select Sector | 0.10% | 33,163 | $5.1M | Reduce -4.2% |
| NEM Newmont Corp. | 0.10% | 50,916 | $5.1M | New |
| ATR Aptargroup Inc. | 0.10% | 40,618 | $5.0M | Reduce -45.5% |
| AMGN Amgen Inc. | 0.09% | 14,575 | $4.8M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 0.09% | 49,267 | $4.7M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.09% | 24,154 | $4.7M | Reduce -23.2% |
| TYL Tyler Technologies Inc. | 0.09% | 10,129 | $4.6M | Reduce -16.7% |
| GIS General Mills Inc. | 0.09% | 95,224 | $4.4M | Add +4.4% |
| CB Chubb Ltd. | 0.08% | 13,851 | $4.3M | Add +80.6% |
| NVS Novartis AG-Sponsored ADR | 0.08% | 31,147 | $4.3M | Add +40.1% |
| MMM 3M Co. | 0.08% | 26,731 | $4.3M | Add +16.7% |
| SYK Stryker Corp. | 0.08% | 11,348 | $4.0M | Add +2.6% |
| HLT Hilton Worldwide Holdings Inc. | 0.08% | 13,869 | $4.0M | Reduce -2.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 44,471 | $4.0M | Add +0.1% |
| AFL Aflac Inc. | 0.08% | 35,830 | $4.0M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.08% | 16,029 | $3.9M | Add +5.0% |
Portfolio Sells Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Reduce -6.2% | 32.84% | −3.23 |
| VOO Vanguard S&P 500 ETF | Reduce -56.7% | 0.55% | −0.76 |
| FISV Fiserv Inc. | Reduce -81.1% | 0.05% | −0.48 |
| OAKM Oakmark US Large Cap ETF | Reduce -6.7% | 5.02% | −0.33 |
| HD Home Depot Inc. | Reduce -4.0% | 1.00% | −0.29 |
| MUB iShares National Muni Bond E | Reduce -4.7% | 2.45% | −0.24 |
| PG The Procter & Gamble Co. | Reduce -23.1% | 0.45% | −0.21 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -2.5% | 2.63% | −0.14 |
| EOG EOG Resources Inc. | Reduce -65.1% | 0.06% | −0.13 |
| ATR Aptargroup Inc. | Reduce -45.5% | 0.10% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -70.0% | 0.04% | −0.10 |
| ADBE Adobe Inc. | Reduce -15.3% | 0.36% | −0.09 |
| ORCL Oracle Corp. | Reduce -23.2% | 0.09% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.9% | 0.66% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -63.6% | 0.04% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -55.2% | 0.05% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -19.9% | 0.19% | −0.06 |
| ABBV Abbvie Inc. | Reduce -8.4% | 0.32% | −0.05 |
| ALL Allstate Corp. | Reduce -54.4% | 0.04% | −0.05 |
| PGR Progressive Corp. | Reduce -3.6% | 0.28% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -18.4% | 0.18% | −0.05 |
| ALC Alcon Inc. | Reduce -31.8% | 0.11% | −0.05 |
| TYL Tyler Technologies Inc. | Reduce -16.7% | 0.09% | −0.04 |
| WCN Waste Connections Inc. | Reduce -4.2% | 0.37% | −0.04 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -13.0% | 0.15% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -67.1% | 0.01% | −0.03 |
| PEP Pepsico Inc. | Reduce -5.9% | 0.29% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -38.4% | 0.04% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -3.0% | 0.36% | −0.03 |
| HON Honeywell International Inc. | Reduce -29.2% | 0.04% | −0.03 |
| COP Conocophillips | Reduce -13.6% | 0.11% | −0.03 |
| ECL Ecolab Inc. | Reduce -4.2% | 0.17% | −0.02 |
| DIS The Walt Disney Co. | Reduce -6.7% | 0.18% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -24.1% | 0.06% | −0.02 |
| EMR Emerson Electric Co. | Reduce -5.2% | 0.21% | −0.02 |
| VNT Vontier Corp. | Reduce -11.6% | 0.06% | −0.02 |
| CNI Canadian Natl Railway Co. | Reduce -6.5% | 0.25% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -20.9% | 0.05% | −0.02 |
| UNP Union Pacific Corp. | Reduce -12.7% | 0.07% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.02 |
| SGOV iShares 0-3 Month Treasury B | Reduce -16.4% | 0.06% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.01 |
| DE Deere & Co. | Reduce -20.7% | 0.05% | −0.01 |
| TSLA Tesla Inc. | Reduce -6.7% | 0.12% | −0.01 |
| KDP Keurig Dr Pepper Inc. | Reduce -74.7% | 0.00% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.2% | 0.30% | −0.01 |
| KR Kroger Co. | Reduce -22.3% | 0.03% | −0.01 |
| MCD McDonald's Corp. | Reduce -4.0% | 0.14% | −0.01 |
| EPD Enterprise Products Partners | Reduce -3.8% | 0.17% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -20.5% | 0.03% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VEU Vanguard Ftse All-World Ex-U | Add +14241.4% | 4.30% | +4.27 |
| VXUS Vanguard Total Intl Stock | New | 0.43% | +0.43 |
| LLY Eli Lilly & Co. | Add +9.4% | 1.02% | +0.32 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | New | 0.29% | +0.29 |
| GVI iShares Intermediate Governm | Add +11.4% | 4.42% | +0.24 |
| VTI VG Morningstar TS MKT ETF-US | Add +17.8% | 1.11% | +0.14 |
| UBER Uber Technologies Inc. | Add +1906.6% | 0.15% | +0.14 |
| WMT Walmart Inc. | Add +12.9% | 0.94% | +0.13 |
| AVGO Broadcom Inc. | Add +53.4% | 0.35% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +12.0% | 0.83% | +0.11 |
| NEM Newmont Corp. | New | 0.10% | +0.10 |
| BKNG Booking Holdings Inc. | Add +50.3% | 0.34% | +0.10 |
| VMC Vulcan Materials Co. | Add +166.2% | 0.16% | +0.09 |
| KO The Coca-Cola Co. | Add +48.3% | 0.24% | +0.08 |
| JNJ Johnson & Johnson | Add +2.6% | 0.79% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +10.8% | 0.70% | +0.06 |
| MRK Merck & Co. Inc. | Add +16.0% | 0.20% | +0.06 |
| MDT Medtronic PLC | Add +1099.5% | 0.06% | +0.05 |
| ILMN Illumina Inc. | New | 0.05% | +0.05 |
| SGOL Abrdn Physical Gold Shares | Add +13.2% | 0.28% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +8.3% | 0.88% | +0.04 |
| IQV Iqvia Holdings Inc. | Add +837.9% | 0.05% | +0.04 |
| WMB Williams Cos Inc. | New | 0.04% | +0.04 |
| TJX TJX Companies Inc. | Add +4.2% | 0.83% | +0.04 |
| CB Chubb Ltd. | Add +80.6% | 0.08% | +0.04 |
| IFF Intl Flavors & Fragrances | New | 0.04% | +0.04 |
| USHY iShares Broad Usd High Yield | New | 0.03% | +0.03 |
| CTVA Corteva Inc. | Add +595.1% | 0.04% | +0.03 |
| IBM Intl Business Machines Corp. | Add +43.1% | 0.11% | +0.03 |
| UPS United Parcel Service Class B | Add +604.1% | 0.04% | +0.03 |
| FTNT Fortinet Inc. | Add +303.5% | 0.05% | +0.03 |
| BP BP PLC-Spons ADR | Add +251.8% | 0.05% | +0.03 |
| CPAY Corpay Inc. | New | 0.03% | +0.03 |
| NTRS Northern Trust Corp. | Add +631.1% | 0.03% | +0.03 |
| NVS Novartis AG-Sponsored ADR | Add +40.1% | 0.08% | +0.03 |
| TECH Bio-Techne Corp. | New | 0.02% | +0.02 |
| CL Colgate-Palmolive Co. | Add +150.7% | 0.04% | +0.02 |
| DHR Danaher Corp. | Add +2.6% | 0.19% | +0.02 |
| AXP American Express Co. | Add +0.4% | 0.34% | +0.02 |
| Q Qnity Electronics Inc. | Add +215.9% | 0.03% | +0.02 |
| SYY Sysco Corp. | Add +306.3% | 0.03% | +0.02 |
| SLB SLB Ltd. | Add +196.8% | 0.03% | +0.02 |
| PWR Quanta Services Inc. | Add +11.8% | 0.24% | +0.02 |
| AMZN Amazon.com Inc. | Add +1.1% | 2.15% | +0.02 |
| AKRE Akre Focus ETF | New | 0.02% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.02% | +0.02 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.8% | 0.16% | +0.01 |
| XOM Exxon Mobil Corp. | Add +3.1% | 0.29% | +0.01 |
| IAUM iShares Gold Trust Micro | Add +37.8% | 0.04% | +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 |