Choate Investment Advisors

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
444
Total value ($000)
$5,095,591
Net value change ($000)
+260,750 (5.4%)
New positions
42
Sold out positions
22
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VEU 217,453 14682.8%
GVI 22,902 11.3%
VXUS 21,770 NEW
LLY 18,166 54.0%
GOOGL 18,094 23.9%
GOOGL 14,978 27.4%
MGC 14,585 NEW
VTI 9,584 20.4%
AAPL 8,976 5.6%
WMT 8,687 22.0%
Top Reduces (Value $000, Stocks/ETFs)
IVV -70,349 -4.0%
VOO -35,436 -55.7%
FISV -23,217 -90.1%
HD -11,475 -18.5%
MSFT -10,908 -6.5%
PG -9,031 -28.3%
EOG -5,950 -67.3%
MUB -5,344 -4.1%
ATR -5,016 -50.3%
NVO -4,847 -72.5%
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