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CIK: 0001399794
Total reported value
$5.7B
$5.7B
444 檔
44.7%
As reported in its official Q4 2025 Form 13F filing, Choate Investment Advisors's tracked investment portfolio stood at $5.7B with 444 total positions.
In Q4 2025, Choate Investment Advisors displayed an active expansion posture, initiating 5 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 444 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 32.84% | +0.85% | -6.23% | |
| 2 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 5.02% | -0.41% | -6.68% | |
| 3 | GVI | Ishares Intermediate Governm | ETF-Other | 4.42% | -0.39% | +11.41% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.30% | +0.21% | +14241.40% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.33% | -0.02% | -1.10% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | -0.26% | +0.16% | |
| 7 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 2.63% | -0.02% | -2.48% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 2.45% | -0.45% | -4.66% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.03% | +1.40% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.02% | +1.07% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | +0.16% | -3.78% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | +0.10% | -1.14% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | +0.07% | +1.42% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.11% | +0.15% | +17.82% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.16% | +9.36% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.08% | -3.98% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.20% | +12.90% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.01% | +8.33% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.83% | -0.13% | +4.21% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.83% | +0.26% | +12.02% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.08% | +2.62% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.75% | -0.24% | +9.29% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | — | +2.15% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | +0.03% | +10.76% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.03% | -4.88% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.04% | +4.36% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.10% | +16.61% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.01% | -56.72% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.08% | -23.10% | |
| 30 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.44% | -0.05% | — | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.43% | — | — | |
| 32 | WCN | Waste Connections Inc | Stock-Industrials | 0.37% | -0.04% | -4.19% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.36% | -0.08% | -15.28% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | +0.01% | -2.99% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.09% | +53.38% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.34% | -0.01% | +0.43% | |
| 37 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.34% | -0.02% | +50.26% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.34% | -0.02% | +2.97% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | — | -8.37% | |
| 40 | MSCI | Msci Inc | Stock-Financials | 0.31% | -0.02% | +1.96% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.04% | -0.08% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | +0.08% | -1.24% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.29% | -0.08% | -5.92% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.01% | +3.07% | |
| 45 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.29% | +0.01% | — | |
| 46 | PGR | Progressive CORP | Stock-Financials | 0.28% | — | -3.60% | |
| 47 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.28% | -0.07% | +13.18% | |
| 48 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.25% | -0.04% | -6.45% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.25% | +0.02% | +2.07% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.24% | -0.02% | +10.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +4.3% | +14241.40% | Add |
| 2 | LLY | Eli Lilly & Co | +0.3% | +9.36% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.78% | Trim |
| 4 | GVI | Ishares Intermediate Governm | +0.2% | +11.41% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -1.14% | Trim |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +17.82% | Add |
| 7 | UBER | Uber Technologies Inc | +0.1% | +1906.59% | Add |
| 8 | WMT | Walmart Inc | +0.1% | +12.90% | Add |
| 9 | AVGO | Broadcom Inc | +0.1% | +53.38% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.02% | Add |
| 11 | BKNG | Booking Holdings Inc | +0.1% | +50.26% | Add |
| 12 | VMC | Vulcan Materials Co | +0.1% | +166.22% | Add |
| 13 | KO | Coca-cola Co/the | +0.1% | +48.33% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +2.62% | Add |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.1% | +10.76% | Add |
| 16 | MDT | Medtronic plc | +0.1% | +1099.47% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +15.99% | Add |
| 18 | SGOL | Abrdn Physical Gold Shares | +0.1% | +13.18% | Add |
| 19 | IQV | Iqvia Holdings Inc | +0.1% | +837.86% | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +8.33% | Add |
| 21 | TJX | Tjx Companies Inc | 0% | +4.21% | Add |
| 22 | CB | Chubb Limited | 0% | +80.56% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | +1.07% | Add |
| 24 | AAPL | Apple Inc | 0% | -1.10% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.42% | Add |
| 26 | ALL | Allstate CORP | -0.1% | -54.42% | Trim |
| 27 | ALC | Alcon Inc. | -0.1% | -31.79% | Trim |
| 28 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -18.41% | Trim |
| 29 | VO | Vanguard Mid-cap ETF | -0.1% | -55.24% | Trim |
| 30 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -19.87% | Trim |
| 31 | IJR | Ishares Core S&p Small-cap E | -0.1% | -63.64% | Trim |
| 32 | MRSH | Marsh & Mclennan Cos | -0.1% | — | Unchanged |
| 33 | ORCL | Oracle CORP | -0.1% | -23.17% | Trim |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -69.96% | Trim |
| 35 | ADBE | Adobe Inc | -0.1% | -15.28% | Trim |
| 36 | ATR | Aptargroup Inc | -0.1% | -45.55% | Trim |
| 37 | EOG | Eog Resources Inc | -0.1% | -65.06% | Trim |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -23.10% | Trim |
| 39 | MUB | Ishares National Muni Bond E | -0.2% | -4.66% | Trim |
| 40 | HD | Home Depot Inc | -0.3% | -3.98% | Trim |
| 41 | OAKM | Oakmark US Large Cap ETF | -0.3% | -6.68% | Trim |
| 42 | MSFT | Microsoft CORP | -0.4% | +0.16% | Add |
| 43 | FISV | Fiserv Inc | -0.5% | -81.08% | Trim |
| 44 | VOO | Vanguard S&p 500 ETF | -0.8% | -56.72% | Trim |
| 45 | IVV | Ishares Core S&p 500 ETF | -3.2% | -6.23% | Trim |
| 46 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 47 | MGC | Vanguard Mega Cap ETF | — | NEW | New buy |
| 48 | NEM | Newmont CORP | — | NEW | New buy |
| 49 | ILMN | Illumina Inc | — | NEW | New buy |
| 50 | WMB | Williams Cos Inc | — | 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 444 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, OAKM, GVI) accounted for 44.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
VXUS
市值: $21.8M
Top Position Liquidated / Trimmed
IVV
前期市值: $1.7B
During Q4 2025, Choate Investment Advisors's top holdings by market value included IVV (32.8%)、OAKM (5.0%)、GVI (4.4%). The largest single position, IVV, represented 32.8% of total portfolio value.
In Q4 2025, Choate Investment Advisors made 49 total portfolio adjustments, initiating 5 new buys, adding to 23 positions, trimming 21 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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