Latest Choate Investment Advisors Stock Portfolio
Choate Investment Advisors Performance:
2025 Q3: 5.55%YTD: 8.54%2024: 16.56%
Performance for 2025 Q3 is 5.55%, and YTD is 8.54%, and 2024 is 16.56%.
About Choate Investment Advisors and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Choate Investment Advisors reported an equity portfolio of $4.8 Billions as of 30 Sep, 2025.
The top stock holdings of Choate Investment Advisors are IJR, , AAXJ. The fund has invested 36.1% of it's portfolio in ISHARES TR and 5.4% of portfolio in HARRIS OAKMARK ETF TRUST.
The fund managers got completely rid off INVESCO CURRENCYSHARES EURO (FXE), TOTALENERGIES SE and CHARTER COMMUNICATIONS INC N (CHTR) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), VANGUARD INDEX FDS (VB) and TOYOTA MOTOR CORP (TM). Choate Investment Advisors opened new stock positions in ISHARES TR (AAXJ), VULCAN MATLS CO (VMC) and VANGUARD WELLINGTON FD (VFLQ). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ISHARES TR (IJR) and BOOKING HOLDINGS INC (BKNG).
The top stock holdings of Choate Investment Advisors are IJR, , AAXJ. The fund has invested 36.1% of it's portfolio in ISHARES TR and 5.4% of portfolio in HARRIS OAKMARK ETF TRUST.
The fund managers got completely rid off INVESCO CURRENCYSHARES EURO (FXE), TOTALENERGIES SE and CHARTER COMMUNICATIONS INC N (CHTR) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), VANGUARD INDEX FDS (VB) and TOYOTA MOTOR CORP (TM). Choate Investment Advisors opened new stock positions in ISHARES TR (AAXJ), VULCAN MATLS CO (VMC) and VANGUARD WELLINGTON FD (VFLQ). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ISHARES TR (IJR) and BOOKING HOLDINGS INC (BKNG).
Choate Investment Advisors Annual Return Estimates Vs S&P 500
Our best estimate is that Choate Investment Advisors made a return of 5.55% in the last quarter. In trailing 12 months, it's portfolio return was 10.01%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 202,266,000 |
| vulcan matls co | 3,321,370 |
| vanguard wellington fd | 1,800,300 |
| vanguard scottsdale fds | 1,745,270 |
| cintas corp | 482,770 |
| workday inc | 359,410 |
| corteva inc | 296,420 |
| bank new york mellon corp | 240,260 |
New stocks bought by Choate Investment Advisors
Additions
| Ticker | % Inc. |
|---|---|
| schwab strategic tr | 57,487 |
| ishares tr | 1,487 |
| booking holdings inc | 816 |
| vanguard intl equity index f | 423 |
| ishares gold tr | 313 |
| vanguard intl equity index f | 267 |
| vanguard intl equity index f | 246 |
| ishares tr | 221 |
Additions to existing portfolio by Choate Investment Advisors
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -98.02 |
| vanguard index fds | -95.39 |
| toyota motor corp | -61.5 |
| novo-nordisk a s | -43.6 |
| keurig dr pepper inc | -37.55 |
| spdr series trust | -36.57 |
| cvs health corp | -36.39 |
| trane technologies plc | -29.27 |
Choate Investment Advisors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| amcor plc | -176,953 |
| nuveen ca qualty mun income | -167,550 |
| totalenergies se | -359,697 |
| invesco currencyshares euro | -600,847 |
| ishares tr | -140,211 |
| schwab strategic tr | -84,141 |
| solventum corp | -225,852 |
| first tr exchange traded fd | -221,676 |
Choate Investment Advisors got rid off the above stocks
Sector Distribution
Choate Investment Advisors has about 63.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 63.9 |
| Technology | 11.6 |
| Consumer Cyclical | 5.1 |
| Financial Services | 4.9 |
| Healthcare | 4.1 |
| Communication Services | 3.6 |
| Industrials | 2.4 |
| Consumer Defensive | 2.4 |
Market Cap. Distribution
Choate Investment Advisors has about 35.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 63.9 |
| MEGA-CAP | 24.4 |
| LARGE-CAP | 11.1 |
Stocks belong to which Index?
About 34.7% of the stocks held by Choate Investment Advisors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 65.1 |
| S&P 500 | 34.7 |
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 424 stocks in it's portfolio. About 64% of the portfolio is in top 10 stocks. MMC 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: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.32 | 630,304 | 160,494,000 | added | 0.42 | ||
| AAXJ | ishares tr | 4.18 | 1,882,650 | 202,266,000 | new | |||
| AAXJ | ishares tr | 2.69 | 1,222,480 | 130,182,000 | reduced | -6.32 | ||
| AAXJ | ishares tr | 0.06 | 28,825 | 3,077,930 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.04 | 12,223 | 1,689,710 | reduced | -0.1 | ||
| AAXJ | ishares tr | 0.01 | 5,148 | 586,250 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 7,015 | 372,010 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 1,002 | 209,680 | reduced | -24.66 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.37 | 77,939 | 18,045,900 | added | 1.37 | ||
| ABNB | airbnb inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott labs | 0.78 | 279,957 | 37,497,500 | added | 6.4 | ||