Filed: 11/10/2025ACC: 0001398344-25-020572
📋 What this filing means
CHOATE INVESTMENT ADVISORS filed this quarterly 13F‑HR report disclosing 424 equity positions with a total reported market value of $4.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
424
Positions
$4.83B
Total AUM (reported)
31.02M
Total Shares
Allocation by class
CORE S&P500 ETF$1.74B36.1%
COM$1.51B31.3%
OAKMARK U S LRG$259.02M5.4%
INTRM GOV CR ETF$202.27M4.2%
SPDR S&P 500 ETF$133.95M2.8%
NATIONAL MUN ETF$130.18M2.7%
CL A$77.74M1.6%
Portfolio Concentration
Top 3$2.21B45.6%
4–10$890.58M18.4%
11–25$650.30M13.5%
Rest$1.09B22.5%
Top 3 weight
45.6%
Top 10 weight
64.0%
Voting Authority Distribution
Total shares with voting rights: 31.02M
Sole
Full voting authority
26.78M
shares
% of voting shares86.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.23M
shares
% of voting shares13.6%
Investment Discretion (by position count)
Sole424
Shared0
Other0
Dominant voting typeSole · 86.4% of voting shares
Institutional Holdings424
Rows:
ISHARES TR
SOLEShares2.61M
TypeSH
Market value$1.74B
36.07%
Sole
2.50M
Shared
0.00
None
110.14K
HARRIS OAKMARK ETF TRUST
SOLEShares9.67M
TypeSH
Market value$259.02M
5.36%
Sole
9.59M
Shared
0.00
None
83.67K
ISHARES TR
SOLEShares1.88M
TypeSH
Market value$202.27M
4.18%
Sole
1.86M
Shared
0.00
None
21.97K
MICROSOFT CORP
SOLEShares324.86K
TypeSH
Market value$168.26M
3.48%
Sole
252.16K
Shared
0.00
None
72.70K
APPLE INC
SOLEShares630.30K
TypeSH
Market value$160.49M
3.32%
Sole
512.43K
Shared
0.00
None
117.88K
SPDR SERIES TRUST
SOLEShares2.44M
TypeSH
Market value$133.95M
2.77%
Sole
2.44M
Shared
0.00
None
430.00
ISHARES TR
SOLEShares1.22M
TypeSH
Market value$130.18M
2.69%
Sole
1.22M
Shared
0.00
None
1.64K
NVIDIA CORPORATION
SOLEShares637.18K
TypeSH
Market value$118.88M
2.46%
Sole
373.26K
Shared
0.00
None
263.92K
AMAZON COM INC
SOLEShares469.36K
TypeSH
Market value$103.06M
2.13%
Sole
326.50K
Shared
0.00
None
142.86K
ALPHABET INC
SOLEShares311.58K
TypeSH
Market value$75.75M
1.57%
Sole
188.89K
Shared
0.00
None
122.69K
VANGUARD INDEX FDS
SOLEShares103.94K
TypeSH
Market value$63.65M
1.32%
Sole
35.87K
Shared
0.00
None
68.07K
HOME DEPOT INC
SOLEShares153.48K
TypeSH
Market value$62.19M
1.29%
Sole
105.75K
Shared
0.00
None
47.73K
SPDR S&P 500 ETF TR
SOLEShares91.35K
TypeSH
Market value$60.86M
1.26%
Sole
75.89K
Shared
0.00
None
15.47K
ALPHABET INC
SOLEShares224.70K
TypeSH
Market value$54.73M
1.13%
Sole
194.84K
Shared
0.00
None
29.86K
VANGUARD INDEX FDS
SOLEShares143.36K
TypeSH
Market value$47.05M
0.97%
Sole
66.92K
Shared
0.00
None
76.43K
JPMORGAN CHASE & CO.
SOLEShares128.78K
TypeSH
Market value$40.62M
0.84%
Sole
125.24K
Shared
0.00
None
3.54K
WALMART INC
SOLEShares382.35K
TypeSH
Market value$39.40M
0.82%
Sole
267.74K
Shared
0.00
None
114.61K
TJX COS INC NEW
SOLEShares264.32K
TypeSH
Market value$38.21M
0.79%
Sole
189.09K
Shared
0.00
None
75.24K
ABBOTT LABS
SOLEShares279.96K
TypeSH
Market value$37.50M
0.78%
Sole
229.12K
Shared
0.00
None
50.84K
BERKSHIRE HATHAWAY INC DEL
SOLEShares70.33K
TypeSH
Market value$35.36M
0.73%
Sole
66.49K
Shared
0.00
None
3.84K
VISA INC
SOLEShares103.54K
TypeSH
Market value$35.35M
0.73%
Sole
39.22K
Shared
0.00
None
64.32K
JOHNSON & JOHNSON
SOLEShares190.13K
TypeSH
Market value$35.25M
0.73%
Sole
122.20K
Shared
0.00
None
67.93K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares123.88K
TypeSH
Market value$34.60M
0.72%
Sole
95.26K
Shared
0.00
None
28.61K
ELI LILLY & CO
SOLEShares44.06K
TypeSH
Market value$33.62M
0.70%
Sole
35.41K
Shared
0.00
None
8.65K
PROCTER AND GAMBLE CO
SOLEShares207.86K
TypeSH
Market value$31.94M
0.66%
Sole
124.92K
Shared
0.00
None
82.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 2.61M | SH | $1.74B 36.07% | 2.50M | 0.00 | 110.14K |
HARRIS OAKMARK ETF TRUSTSOLE | OAKMARK U S LRG | 9.67M | SH | $259.02M 5.36% | 9.59M | 0.00 | 83.67K |
ISHARES TRSOLE | INTRM GOV CR ETF | 1.88M | SH | $202.27M 4.18% | 1.86M | 0.00 | 21.97K |
MICROSOFT CORPSOLE | COM | 324.86K | SH | $168.26M 3.48% | 252.16K | 0.00 | 72.70K |
APPLE INCSOLE | COM | 630.30K | SH | $160.49M 3.32% | 512.43K | 0.00 | 117.88K |
SPDR SERIES TRUSTSOLE | SPDR S&P 500 ETF | 2.44M | SH | $133.95M 2.77% | 2.44M | 0.00 | 430.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 1.22M | SH | $130.18M 2.69% | 1.22M | 0.00 | 1.64K |
NVIDIA CORPORATIONSOLE | COM | 637.18K | SH | $118.88M 2.46% | 373.26K | 0.00 | 263.92K |
AMAZON COM INCSOLE | COM | 469.36K | SH | $103.06M 2.13% | 326.50K | 0.00 | 142.86K |
ALPHABET INCSOLE | CAP STK CL A | 311.58K | SH | $75.75M 1.57% | 188.89K | 0.00 | 122.69K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 103.94K | SH | $63.65M 1.32% | 35.87K | 0.00 | 68.07K |
HOME DEPOT INCSOLE | COM | 153.48K | SH | $62.19M 1.29% | 105.75K | 0.00 | 47.73K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 91.35K | SH | $60.86M 1.26% | 75.89K | 0.00 | 15.47K |
ALPHABET INCSOLE | CAP STK CL C | 224.70K | SH | $54.73M 1.13% | 194.84K | 0.00 | 29.86K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 143.36K | SH | $47.05M 0.97% | 66.92K | 0.00 | 76.43K |
JPMORGAN CHASE & CO.SOLE | COM | 128.78K | SH | $40.62M 0.84% | 125.24K | 0.00 | 3.54K |
WALMART INCSOLE | COM | 382.35K | SH | $39.40M 0.82% | 267.74K | 0.00 | 114.61K |
TJX COS INC NEWSOLE | COM | 264.32K | SH | $38.21M 0.79% | 189.09K | 0.00 | 75.24K |
ABBOTT LABSSOLE | COM | 279.96K | SH | $37.50M 0.78% | 229.12K | 0.00 | 50.84K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 70.33K | SH | $35.36M 0.73% | 66.49K | 0.00 | 3.84K |
VISA INCSOLE | COM CL A | 103.54K | SH | $35.35M 0.73% | 39.22K | 0.00 | 64.32K |
JOHNSON & JOHNSONSOLE | COM | 190.13K | SH | $35.25M 0.73% | 122.20K | 0.00 | 67.93K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 123.88K | SH | $34.60M 0.72% | 95.26K | 0.00 | 28.61K |
ELI LILLY & COSOLE | COM | 44.06K | SH | $33.62M 0.70% | 35.41K | 0.00 | 8.65K |
PROCTER AND GAMBLE COSOLE | COM | 207.86K | SH | $31.94M 0.66% | 124.92K | 0.00 | 82.94K |
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