Latest Choate Investment Advisors Stock Portfolio

Choate Investment Advisors Performance:

2025 Q4: 1.83%YTD: 11.17%2024: 17.78%

Performance for 2025 Q4 is 1.83%, and YTD is 11.17%, and 2024 is 17.78%.

About Choate Investment Advisors and 13F Hedge Fund Stock Holdings

On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Choate Investment Advisors reported an equity portfolio of $5.1 Billions as of 31 Dec, 2025.

The top stock holdings of Choate Investment Advisors are IJR, , AAXJ. The fund has invested 32.8% of it's portfolio in ISHARES TR and 5% of portfolio in HARRIS OAKMARK ETF TRUST.

The fund managers got completely rid off UNILEVER PLC, ISHARES TR (IJR) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in FISERV INC, KEURIG DR PEPPER INC (KDP) and ISHARES TR (IJR). Choate Investment Advisors opened new stock positions in VANGUARD STAR FDS (VXUS), VANGUARD WORLD FD (EDV) and NEWMONT CORP (NEM). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), UBER TECHNOLOGIES INC (UBER) and MEDTRONIC PLC (MDT).

Choate Investment Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Choate Investment Advisors made a return of 1.83% in the last quarter. In trailing 12 months, it's portfolio return was 11.17%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard star fds	21,769,600
vanguard world fd	14,584,700
newmont corp	5,083,960
illumina inc	2,552,770
williams cos inc	2,088,880
international flavors&fragra	1,793,380
ishares tr	1,771,360
qnity electronics inc	1,455,580

New stocks bought by Choate Investment Advisors

Additions

Ticker	% Inc.
vanguard intl equity index f	14,241
uber technologies inc	1,906
medtronic plc	1,099
netflix inc	1,070
iqvia hldgs inc	837
northern tr corp	631
united parcel service inc	604
corteva inc	595

Additions to existing portfolio by Choate Investment Advisors

Reductions

Ticker	% Reduced
fiserv inc	-81.08
keurig dr pepper inc	-74.69
novo-nordisk a s	-69.96
ishares tr	-67.08
eog res inc	-65.06
ishares tr	-63.64
vanguard index fds	-56.72
vanguard index fds	-55.24

Choate Investment Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-713,910
unilever plc	-1,346,730
atai life sciences nv	-62,160
dorchester minerals lp	-217,940
ishares tr	-727,920
liberty media corp del	-679,270
global x fds	-226,620
vanguard intl equity index f	-207,000

Choate Investment Advisors got rid off the above stocks

Sector Distribution

Choate Investment Advisors has about 63.7% of it's holdings in Others sector.

Sector	%
Others	63.7
Technology	11.2
Consumer Cyclical	4.9
Financial Services	4.8
Healthcare	4.5
Communication Services	4.1
Consumer Defensive	2.4
Industrials	2.3

Market Cap. Distribution

Choate Investment Advisors has about 35.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	63.7
MEGA-CAP	24.4
LARGE-CAP	11.5

Stocks belong to which Index?

About 35% of the stocks held by Choate Investment Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	64.8
S&P 500	35

Top 5 Winners (%)		%
MU	micron technology inc	56.0 %
TER	teradyne inc	40.6 %
LLY	eli lilly & co	38.4 %
KALV	kalvista pharmaceuticals inc	32.6 %
GM	general mtrs co	32.5 %

Top 5 Winners ($)		$
IJR	ishares tr	39.5 M
GOOG	alphabet inc	21.4 M
GOOG	alphabet inc	15.7 M
	harris oakmark etf trust	14.8 M
LLY	eli lilly & co	14.4 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.5 %
NOW	servicenow inc	-75.0 %
TPL	texas pacific land corporati	-60.4 %
ASPN	aspen aerogels inc	-59.3 %
XLB	select sector spdr tr	-43.9 %

Top 5 Losers ($)		$
NFLX	netflix inc	-23.4 M
MSFT	microsoft corp	-11.2 M
HD	home depot inc	-9.2 M
	fiserv inc	-7.3 M
META	meta platforms inc	-2.9 M

Choate Investment Advisors Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Choate Investment Advisors

Choate Investment Advisors has 444 stocks in it's portfolio. About 62.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Choate Investment Advisors last quarter.

Last Reported on: 09 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.33	623,374	169,470,000	reduced	-1.1

AAXJ	ishares tr	4.42	2,097,510	225,168,000	added	11.41

AAXJ	ishares tr	2.45	1,165,510	124,838,000	reduced	-4.66

AAXJ	ishares tr	0.06	28,825	3,075,630	unchanged	0.00

AAXJ	ishares tr	0.04	12,707	1,797,910	added	3.96

AAXJ	ishares tr	0.01	5,148	586,460	unchanged	0.00

AAXJ	ishares tr	0.01	7,015	370,953	unchanged	0.00

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.32	71,414	16,317,400	reduced	-8.37

ABNB	airbnb inc	0.01	2,529	343,236	new

ABT	abbott labs	0.75	305,976	38,335,800	added	9.29

ACN	accenture plc ireland	0.06	12,137	3,256,450	reduced	-0.56

ACWF	ishares tr	0.02	23,777	1,080,660	unchanged	0.00

ACWF	ishares tr	0.02	22,056	912,236	unchanged	0.00

ADBE	adobe inc	0.36	53,063	18,571,500	reduced	-15.28

ADI	analog devices inc	0.07	13,876	3,763,170	added	4.58

ADP	automatic data processing in	0.24	47,704	12,270,900	added	10.96

ADSK	autodesk inc	0.02	3,307	978,905	added	22.8

AEP	american elec pwr co inc	0.01	3,219	371,183	reduced	-20.22

AFL	aflac inc	0.08	35,830	3,950,970	reduced	-0.12