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CIK: 0001399794
Total reported value
$5.7B
$5.7B
424 檔
44.5%
The Q3 2025 SEC filing reveals that Choate Investment Advisors held a total portfolio value of $5.7B, covering 424 public equity positions.
In Q3 2025, Choate Investment Advisors displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, OAKM, GVI) accounted for 44.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
OAKM
市值: $259.0M
Top Position Liquidated / Trimmed
IVV
前期市值: $1.6B
Showing top 200 holdings (of 424 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 36.07% | +0.85% | -2.05% | |
| 2 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 5.36% | -0.41% | +4.09% | |
| 3 | GVI | Ishares Intermediate Governm | ETF-Other | 4.18% | -0.39% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.26% | +1.68% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.32% | -0.02% | +0.42% | |
| 6 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 2.77% | -0.02% | -2.97% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 2.69% | -0.45% | -6.32% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.46% | +0.03% | -0.24% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | +0.02% | +1.11% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.16% | -2.25% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | +0.01% | +3.10% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | -0.08% | +1.65% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | +0.07% | +3.16% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.10% | -4.17% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.15% | +45.45% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.01% | +1.14% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.20% | +6.80% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | -0.13% | +6.01% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 0.78% | -0.24% | +6.40% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.03% | +5.22% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | — | -0.44% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.08% | -2.49% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.72% | +0.26% | +4.64% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.16% | +14.57% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.08% | -15.09% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | +0.03% | +15.23% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.04% | +3.92% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.10% | +22.19% | |
| 29 | FISV | Fiserv Inc | Stock-Other | 0.53% | -0.01% | -5.23% | |
| 30 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.51% | -0.05% | -0.04% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.46% | -0.08% | +6.21% | |
| 32 | WCN | Waste Connections Inc | Stock-Industrials | 0.41% | -0.04% | +2.12% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | +0.01% | +2.64% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.39% | -0.02% | +6.71% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | — | +1.37% | |
| 36 | PGR | Progressive CORP | Stock-Financials | 0.33% | — | -11.11% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.32% | -0.01% | -0.22% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.32% | -0.08% | -12.30% | |
| 39 | MSCI | Msci Inc | Stock-Financials | 0.32% | -0.02% | -5.47% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +0.08% | +3.58% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.29% | -0.04% | +0.08% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.01% | +1.33% | |
| 43 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.27% | -0.04% | -2.51% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.26% | -0.02% | +2.73% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.25% | -0.01% | -5.88% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.25% | +0.02% | +0.59% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | -0.01% | -0.92% | |
| 48 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.24% | -0.02% | +816.17% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | -0.01% | -14.30% | |
| 50 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.23% | -0.07% | +2.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | -0.24% | Trim |
| 2 | MSFT | Microsoft CORP | +0.6% | +1.68% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.25% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +45.45% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -4.17% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +4.64% | Add |
| 7 | BKNG | Booking Holdings Inc | +0.2% | +816.17% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +15.23% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +22.19% | Add |
| 10 | PWR | Quanta Services Inc | +0.1% | -5.63% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +2.56% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +6.80% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +1.14% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.10% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | -1.30% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | +14.57% | Add |
| 17 | ADBE | Adobe Inc | +0.1% | +6.21% | Add |
| 18 | IWF | Ishares Russell 1000 Growth | +0.1% | +2.64% | Add |
| 19 | GE | General Electric | +0.1% | +2.02% | Add |
| 20 | KO | Coca-cola Co/the | +0.1% | +112.78% | Add |
| 21 | AAPL | Apple Inc | 0% | +0.42% | Add |
| 22 | TJX | Tjx Companies Inc | 0% | +6.01% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.58% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.16% | Add |
| 25 | ABT | Abbott Laboratories | 0% | +6.40% | Add |
| 26 | ABBV | Abbvie Inc | 0% | +1.37% | Add |
| 27 | AMZN | Amazon.com Inc | — | +1.11% | Add |
| 28 | HD | Home Depot Inc | 0% | +1.65% | Add |
| 29 | JNJ | Johnson & Johnson | -0.1% | -2.49% | Add |
| 30 | KDP | Keurig Dr Pepper Inc | -0.1% | -37.55% | Trim |
| 31 | ALC | Alcon Inc. | -0.1% | -9.63% | Trim |
| 32 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | -0.1% | -2.97% | Trim |
| 33 | BILS | Ss Spdrb B 3-12m T-bill ETF | -0.1% | -26.24% | Trim |
| 34 | ATR | Aptargroup Inc | -0.1% | -14.78% | Trim |
| 35 | DIS | Walt Disney Co/the | -0.2% | -25.59% | Trim |
| 36 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -43.60% | Trim |
| 37 | PEP | Pepsico Inc | -0.2% | -12.30% | Trim |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.2% | -8.44% | Trim |
| 39 | MRSH | Marsh & Mclennan Cos | -0.2% | -0.04% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.3% | -15.09% | Trim |
| 41 | FISV | Fiserv Inc | -0.5% | -5.23% | Add |
| 42 | UNH | Unitedhealth Group Inc | -0.6% | -25.95% | Trim |
| 43 | MUB | Ishares National Muni Bond E | -0.7% | -6.32% | Trim |
| 44 | IJR | Ishares Core S&p Small-cap E | -1.1% | -29.23% | Trim |
| 45 | SGOV | Ishares 0-3 Month Treasury B | -1.9% | -98.02% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | -2.5% | -2.05% | Trim |
| 47 | VO | Vanguard Mid-cap ETF | -2.6% | -95.39% | Trim |
| 48 | OAKM | Oakmark US Large Cap ETF | — | NEW | New buy |
| 49 | GVI | Ishares Intermediate Governm | — | NEW | New buy |
| 50 | VMC | Vulcan Materials Co | — | NEW | New buy |
According to official SEC Form 13F filings, Choate Investment Advisors reported a total U.S. public equity portfolio value of $5.7B across 424 disclosed positions in Q3 2025.
During Q3 2025, Choate Investment Advisors's top holdings by market value included IVV (36.1%)、OAKM (5.4%)、GVI (4.2%). The largest single position, IVV, represented 36.1% of total portfolio value.
In Q3 2025, Choate Investment Advisors made 50 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 18 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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