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
📉 Biggest Sells
Sector Breakdown
ETF35.5%
Other35.1%
Technology14.3%
Consumer5.3%
Healthcare3.8%
Financial3.2%
Industrial0.7%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
+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 2023Q3 2023Q2 2023Q1 2023Q4 2022