Choate Investment Advisors

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
424
Total value ($000)
$4,834,841
Net value change ($000)
+222,578 (4.8%)
New positions
23
Sold out positions
75
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
GVI 202,266 NEW
IVV 92,265 5.6%
AAPL 31,718 24.6%
OAKM 20,392 8.5%
GOOGL 19,571 34.8%
NVDA 17,973 17.8%
VTI 17,089 57.0%
GOOGL 13,133 31.6%
BKNG 10,265 754.8%
MSFT 9,339 5.9%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -171,674 -98.0%
VO -104,522 -95.2%
FISV -10,586 -29.1%
NVO -8,065 -54.7%
PG -7,065 -18.1%
MUB -6,164 -4.5%
DIS -4,451 -31.3%
ATR -3,722 -27.2%
PGR -3,491 -17.7%
BILS -3,142 -26.2%
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