§ 13F · FUND PROFILE
Choate Investment Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4612.3T (13F)Positions · 477Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$64.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 2.44M | $1673.5T | 32.8% | −6% |
| 2 | OAKM | HARRIS OAKMARK ETF TRUST | 9.03M | $256.0T | 5.0% | −7% |
| 3 | GVI | ISHARES TR | 2.10M | $225.2T | 4.4% | +11% |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | 2.98M | $218.9T | 4.3% | — |
| 5 | AAPL | APPLE INC | 623K | $169.5T | 3.3% | −1% |
| 6 | MSFT | MICROSOFT CORP | 325K | $157.4T | 3.1% | ±0% |
| 7 | SPYX | SPDR SERIES TRUST | 2.38M | $133.8T | 2.6% | −2% |
| 8 | MUB | ISHARES TR | 1.17M | $124.8T | 2.4% | −5% |
| 9 | NVDA | NVIDIA CORPORATION | 646K | $120.5T | 2.4% | +1% |
| 10 | AMZN | AMAZON COM INC | 474K | $109.5T | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHOATE SIGNAL
AC read
Choate Investment Advisors is a Other fund managing $4612262.9 trillion in assets. The fund runs a broad portfolio of 477 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed