Choate Investment Advisors

Q2 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2025
Date filed
8/12/2025
Form type
13F-HR
Num holdings
477
Total value ($000)
$4,612,263
Net value change ($000)
+588,089 (14.6%)
New positions
93
Sold out positions
12
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2025 Next filing: 11/10/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
OAKM 238,627 NEW
IVV 99,356 6.4%
SGOV 96,259 122.0%
MSFT 42,968 37.1%
NVDA 27,228 37.0%
AMZN 16,008 18.6%
SPYX 11,480 9.8%
GOOGL 8,611 18.1%
TSM 8,008 42.6%
VOO 7,552 15.2%
Top Reduces (Value $000, Stocks/ETFs)
IJR -40,778 -85.8%
UNH -22,865 -85.6%
TMO -8,288 -61.3%
FISV -4,515 -11.1%
BRK-B -3,872 -10.7%
PEP -3,457 -17.1%
AAPL -3,233 -2.4%
MRSH -3,094 -10.4%
KDP -3,080 -62.3%
JNJ -1,685 -5.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type