Data as of Q4 2025 (Dec 31, 2025)

Choate Investment Advisors

•CIK: 1399794•Filing: Q4 2025

Choate Investment Advisors, with $5.1 billion in assets under management, maintains a concentrated portfolio strategy, heavily weighted in SPDR S&P 500 ETF (IVV) at 32.8%. Recently, the fund has notably increased its position in Vanguard Energy ETF (VEU) by 14,681% and VanEck Vectors Marijuana ETF (VMC) by 147%, while significantly reducing stakes in Fiserv (FISV) by 90% and Novo Nordisk (NVO) by 72%.

Total AUM
$5.1B
QoQ Performance
+5.4%
Positions
356
Top 10 Concentration
64.2%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
OAKM
IVV32.8%
OAKM5.0%
GVI4.4%
VEU4.3%
AAPL3.3%
MSFT3.1%
SPYX2.6%
MUB2.4%

📈 Biggest Buys

VEU
VANGUARD INTL EQUITY INDEX F
+14241.4%
4.3% of portfolio
GVI
ISHARES TR
+11.4%
4.4% of portfolio
VXUS
VANGUARD STAR FDS
NEW
0.4% of portfolio
MGC
VANGUARD WORLD FD
NEW
0.3% of portfolio
VTI
VANGUARD INDEX FDS
+17.8%
1.1% of portfolio

📉 Biggest Sells

IVV
ISHARES TR
-6.2%
32.8% of portfolio
VOO
VANGUARD INDEX FDS
-56.7%
0.6% of portfolio
OAKM
HARRIS OAKMARK ETF TRUST
-6.7%
5.0% of portfolio
FISV
FISERV INC
-81.1%
0.0% of portfolio
PG
PROCTER AND GAMBLE CO
-23.1%
0.4% of portfolio

Sector Breakdown

ETF35.5%
Other34.4%
Technology14.3%
Consumer5.3%
Financial4.0%
Healthcare3.8%
Industrial0.7%
Consumer Staples0.6%

🚪 Exited Positionssold since Q3 2025

AGG
ISHARES TR
SOLD
$2.2M
IWP
ISHARES TR
SOLD
$1.4M
MDY
SPDR S&P MIDCAP 400 ETF TR
SOLD
$1.4M
YUM
YUM BRANDS INC
SOLD
$1.3M
UL
UNILEVER PLC
SOLD
$1.3M
+228 more exited positions

Changes from Q3 2025

NEW9 new positions
↑83 increased
↓88 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV32.8%
ISHARES TR
$1.7B
OAKM5.0%
HARRIS OAKMARK ETF TRUST
$256.0M
GVI4.4%
ISHARES TR
$225.2M
VEU4.3%
VANGUARD INTL EQUITY INDEX F
$218.9M
AAPL3.3%
APPLE INC
$169.5M

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