Choate-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AX",
  null,
  "PRGS",
  "ATR",
  "ASPN",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "FLG",
  "APD",
  "BABA",
  "ALL",
  "GOOGL",
  null,
  "AXP",
  null,
  "AFRM",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "SAN",
  "BSX",
  "COF",
  "CMI",
  "MBI",
  "DUK",
  "MCRI",
  "EBAY",
  "EOG",
  "U",
  null,
  "FCX",
  "DMLP",
  "GD",
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "BITB",
  "HD",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  null,
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "HSBC",
  "HWM",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "KALV",
  "VKI",
  "HEFA",
  "IVW",
  "IJH",
  "SEB",
  null,
  "SWK",
  null,
  "NAC",
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  "MPC",
  "MMC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "EQIX",
  "FTV",
  "GE",
  "GPC",
  "HOLX",
  "NVS",
  null,
  "ODFL",
  "ORLY",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "VHT",
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "PGR",
  "IEMG",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "PKG",
  "REGN",
  "IOT",
  "ROK",
  "IEFA",
  "SPGI",
  "RY",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "SNA",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "STX",
  "SAP",
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "SMFG",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UL",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  "EBC",
  "ALC",
  null,
  null,
  "VWO",
  null,
  "PRF",
  "LBRDA",
  "TY",
  "CNTM",
  "VIG",
  "LYG",
  "TRGP",
  "TSCO",
  "XLB",
  "MTD",
  "GL",
  "GGG",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "VYM",
  "DD",
  "VRTX",
  "EW",
  "TT",
  "MUSA",
  "ADSK",
  "AON",
  "VNT",
  "AMCR",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "FI",
  "DRI",
  "DOV",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "GSLC",
  "AEP",
  "SGOL",
  "IDXX",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  "SIRI",
  "LMAT",
  null,
  "TPL",
  null,
  null,
  null,
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "MGK",
  "VBK",
  "VBR",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "VRSN",
  "VTRS",
  "V",
  "VST",
  "WMT",
  "WFC",
  "YUMC",
  "YUM",
  "SOLV",
  "PAR",
  "SCHD",
  "DVY",
  "MSCI",
  "NSC",
  "LLYVK",
  "LH",
  "KDP",
  "MKL",
  "SO",
  null,
  "OTIS",
  "ROL",
  "CRM",
  "SWKS",
  "SYY",
  "DIA",
  null,
  "IUSV",
  "GEV",
  "ZBH",
  "MCK",
  "SPYV",
  "EXR",
  "NUE",
  null,
  null,
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BHP",
  "BA",
  "BMY",
  "BIP",
  "BR",
  "CNI",
  "CARR",
  "CF",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CB",
  "CMG",
  "CSCO",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DFS",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 395
Total Value: 4024174273
Accession Number: 0001398344-25-009417
Form Type: 13F-HR
CIK: choate-investment-advisors
Manager Name: Choate-Investment-Advisors

Data Enrichment

90% identified

354 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

395 positions • $4.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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HOLOGIC INC

HOLX|436440101

Shares:14.7K

Value:$907.3K

% of Portfolio:0.0% ($907.3K/$4.0B)

EBAY INC

EBAY|278642103

Shares:13.0K

Value:$882.9K

% of Portfolio:0.0% ($882.9K/$4.0B)

46438F101

Shares:18.8K

Value:$878.9K

% of Portfolio:0.0% ($878.9K/$4.0B)

Prologis, Inc.

PLD|74340W103

Shares:7.6K

Value:$851.5K

% of Portfolio:0.0% ($851.5K/$4.0B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:9.0K

Value:$842.5K

% of Portfolio:0.0% ($842.5K/$4.0B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:2.3K

Value:$807.5K

% of Portfolio:0.0% ($807.5K/$4.0B)

46434V803

HEFA|46434V803

Shares:22.1K

Value:$800.4K

% of Portfolio:0.0% ($800.4K/$4.0B)

AT&T INC.

T|00206R102

Shares:28.0K

Value:$793.2K

% of Portfolio:0.0% ($793.2K/$4.0B)

464287168

DVY|464287168

Shares:5.8K

Value:$782.2K

% of Portfolio:0.0% ($782.2K/$4.0B)

NUCOR CORP

NUE|670346105

Shares:6.5K

Value:$781.5K

% of Portfolio:0.0% ($781.5K/$4.0B)

BP PLC

BP|055622104

Shares:23.1K

Value:$780.4K

% of Portfolio:0.0% ($780.4K/$4.0B)

PAYCHEX INC

PAYX|704326107

Shares:5.1K

Value:$779.3K

% of Portfolio:0.0% ($779.3K/$4.0B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:10.4K

Value:$774.1K

% of Portfolio:0.0% ($774.1K/$4.0B)

92204A207

Shares:3.5K

Value:$765.9K

% of Portfolio:0.0% ($765.9K/$4.0B)

ASTRAZENECA PLC

AZN|046353108

Shares:10.4K

Value:$764.6K

% of Portfolio:0.0% ($764.6K/$4.0B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:3.1K

Value:$762.6K

% of Portfolio:0.0% ($762.6K/$4.0B)

ASML HOLDING NV

ASML|N07059210

Shares:1.1K

Value:$757.4K

% of Portfolio:0.0% ($757.4K/$4.0B)

92204A876

Shares:4.4K

Value:$748.5K

% of Portfolio:0.0% ($748.5K/$4.0B)

KLA CORP

KLAC|482480100

Shares:1.1K

Value:$715.1K

% of Portfolio:0.0% ($715.1K/$4.0B)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:11.0K

Value:$710.6K

% of Portfolio:0.0% ($710.6K/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOLOGIC INC(HOLXcusip436440101)	14.7K	QoQ -4.00% (-613) YoY -3.52% (-536)	All Managers (Combined)	$907.3K	0.0% ($907.3K/$4.0B)	QoQ -17.74% (-$195.8K) YoY -23.55% (-$279.6K)
EBAY INC(EBAYcusip278642103)	13.0K	QoQ -1.39% (-184) YoY +5.17% (+642)	All Managers (Combined)	$882.9K	0.0% ($882.9K/$4.0B)	QoQ +7.80% (-$63.9K) YoY +34.97% (+$228.8K)
(cusip46438F101)✕	18.8K	QoQ NEW(+18.8K) YoY NEW(+18.8K)	All Managers (Combined)	$878.9K	0.0% ($878.9K/$4.0B)	QoQ NEW(+$878.9K) YoY NEW(+$878.9K)
Prologis, Inc.(PLDcusip74340W103)	7.6K	QoQ -0.66% (-51) YoY -7.56% (-623)	All Managers (Combined)	$851.5K	0.0% ($851.5K/$4.0B)	QoQ +5.05% (-$41.0K) YoY -20.64% (-$221.5K)
COLGATE PALMOLIVE CO(CLcusip194162103)	9.0K	QoQ -0.17% (-16) YoY -0.72% (-66)	All Managers (Combined)	$842.5K	0.0% ($842.5K/$4.0B)	QoQ +2.88% (-$23.6K) YoY +3.29% (-$26.9K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	2.3K	QoQ -2.37% (-57) YoY +65.76% (+928)	All Managers (Combined)	$807.5K	0.0% ($807.5K/$4.0B)	QoQ +18.73% (-$127.4K) YoY +128.88% (+$454.7K)
(HEFAcusip46434V803)	22.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$800.4K	0.0% ($800.4K/$4.0B)	QoQ +4.43% (+$34.0K) YoY +4.04% (+$31.1K)
AT&T INC.(Tcusip00206R102)	28.0K	QoQ +8.65% (+2.2K) YoY -19.11% (-6.6K)	All Managers (Combined)	$793.2K	0.0% ($793.2K/$4.0B)	QoQ +34.95% (+$205.4K) YoY +29.96% (-$182.9K)
(DVYcusip464287168)	5.8K	QoQ -6.87% (-430) YoY -4.03% (-245)	All Managers (Combined)	$782.2K	0.0% ($782.2K/$4.0B)	QoQ -4.74% (-$39.0K) YoY +4.61% (-$34.5K)
NUCOR CORP(NUEcusip670346105)	6.5K	QoQ +0.66% (+43) YoY +5.98% (-367)	All Managers (Combined)	$781.5K	0.0% ($781.5K/$4.0B)	QoQ +3.79% (+$28.6K) YoY -35.54% (-$431.0K)
BP PLC(BPcusip055622104)	23.1K	QoQ -2.89% (-689) YoY +69.35% (+9.5K)	All Managers (Combined)	$780.4K	0.0% ($780.4K/$4.0B)	QoQ +10.99% (-$77.3K) YoY +51.86% (+$266.5K)
PAYCHEX INC(PAYXcusip704326107)	5.1K	QoQ 0.00% (+0) YoY -52.92% (-5.7K)	All Managers (Combined)	$779.3K	0.0% ($779.3K/$4.0B)	QoQ +10.02% (+$71.0K) YoY -40.85% (-$538.3K)
DuPont de Nemours, Inc.(DDcusip26614N102)	10.4K	QoQ +14.18% (+1.3K) YoY +23.18% (+2.0K)	All Managers (Combined)	$774.1K	0.0% ($774.1K/$4.0B)	QoQ +11.83% (+$81.9K) YoY +19.98% (+$129.0K)
(cusip92204A207)✕	3.5K	QoQ -12.95% (-521) YoY 0.00% (+0)	All Managers (Combined)	$765.9K	0.0% ($765.9K/$4.0B)	QoQ -9.89% (-$84.1K) YoY +7.19% (+$51.4K)
ASTRAZENECA PLC(AZNcusip046353108)	10.4K	QoQ +5.36% (+530) YoY +93.97% (+5.0K)	All Managers (Combined)	$764.6K	0.0% ($764.6K/$4.0B)	QoQ +18.20% (+$117.7K) YoY +110.43% (+$401.3K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	3.1K	QoQ -0.03% (-1) YoY +2.97% (+91)	All Managers (Combined)	$762.6K	0.0% ($762.6K/$4.0B)	QoQ +20.33% (-$128.9K) YoY +30.25% (+$177.2K)
ASML HOLDING NV(ASMLcusipN07059210)	1.1K	QoQ -16.07% (-219) YoY +32.90% (-283)	All Managers (Combined)	$757.4K	0.0% ($757.4K/$4.0B)	QoQ -19.76% (-$186.6K) YoY -9.25% (-$77.2K)
(cusip92204A876)✕	4.4K	QoQ 0.00% (+0) YoY -25.50% (-1.5K)	All Managers (Combined)	$748.5K	0.0% ($748.5K/$4.0B)	QoQ +4.52% (+$32.4K) YoY -10.75% (-$90.2K)
KLA CORP(KLACcusip482480100)	1.1K	QoQ +0.09% (+1) YoY +68.86% (+429)	All Managers (Combined)	$715.1K	0.0% ($715.1K/$4.0B)	QoQ +7.98% (+$52.9K) YoY +64.32% (+$279.9K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	11.0K	QoQ +1.51% (-164) YoY -3.02% (-343)	All Managers (Combined)	$710.6K	0.0% ($710.6K/$4.0B)	QoQ -26.01% (-$249.9K) YoY -42.13% (-$517.5K)