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CIK: 0001399794
Total reported value
$5.7B
$5.7B
477 檔
41.5%
As reported in its official Q2 2025 Form 13F filing, Choate Investment Advisors's tracked investment portfolio stood at $5.7B with 477 total positions.
During Q2 2025, Choate Investment Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, OAKM, SGOV) accounted for 41.5% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 477 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 35.81% | +0.85% | -3.71% | |
| 2 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 5.17% | -0.41% | — | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.80% | -0.01% | +121.97% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -0.26% | +3.43% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 2.96% | -0.45% | +0.83% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.79% | -0.02% | +5.61% | |
| 7 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 2.78% | -0.02% | -1.34% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.38% | — | -5.33% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | +0.02% | +2.90% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | +0.03% | -6.05% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.01% | +4.22% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | +0.16% | +3.63% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | -0.08% | +4.99% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | +0.07% | -0.24% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.10% | +5.81% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.08% | +3.23% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | — | +0.19% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.01% | +4.12% | |
| 19 | FISV | Fiserv Inc | Stock-Other | 0.79% | -0.01% | +13.93% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 0.78% | -0.24% | +13.42% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.20% | +7.85% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.03% | -2.04% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.67% | -0.13% | +0.97% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.16% | +22.89% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | +0.15% | +1.92% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.08% | +2.76% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.04% | +0.54% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.58% | +0.26% | +4.50% | |
| 29 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.58% | -0.05% | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | +0.03% | +23.94% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.49% | -0.08% | +40.35% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.10% | +5.69% | |
| 33 | WCN | Waste Connections Inc | Stock-Industrials | 0.45% | -0.04% | +5.26% | |
| 34 | PGR | Progressive CORP | Stock-Financials | 0.43% | — | +11.14% | |
| 35 | LIN | Linde plc | Stock-Materials | 0.37% | -0.02% | +8.70% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | +0.01% | +6.92% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.08% | -5.91% | |
| 38 | MSCI | Msci Inc | Stock-Financials | 0.36% | -0.02% | +15.53% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.33% | -0.01% | -1.02% | |
| 40 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.32% | -0.04% | -2.89% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.32% | — | +18.08% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | — | +11.91% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.31% | -0.03% | -18.99% | |
| 44 | ATR | Aptargroup Inc | Stock-Healthcare | 0.30% | -0.03% | -7.25% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.08% | +4.31% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.28% | -0.02% | -1.16% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.01% | +3.11% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.27% | -0.01% | -12.47% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.27% | -0.01% | +6.25% | |
| 50 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.26% | -0.03% | -3.38% |
According to official SEC Form 13F filings, Choate Investment Advisors reported a total U.S. public equity portfolio value of $5.7B across 477 disclosed positions in Q2 2025.
During Q2 2025, Choate Investment Advisors's top holdings by market value included IVV (35.8%)、OAKM (5.2%)、SGOV (3.8%). The largest single position, IVV, represented 35.8% of total portfolio value.
In Q2 2025, Choate Investment Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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