Choate Investment Advisors

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: 0001399794
Manager Name: Choate Investment Advisors

Data Enrichment

90% identified

354 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

395 positions • $4,024,174.273K total value

395 positions

Manager:

SEC FilingSEC DataHachi Filing

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81369Y605

14260(+20.7%)

Value:

$710.3M(+24.4%)

Zoetis Inc.

ZTS|98978V103

4310(-15.6%)

Value:

$709.6M(-14.7%)

NORFOLK SOUTHERN CORP

NSC|655844108

2992(+0.0%)

Value:

$708.7M(+0.9%)

Autodesk, Inc.

ADSK|052769106

2698(+3.5%)

Value:

$706.3M(-8.3%)

Vistra Corp.

VST|92840M102

5979(-0.4%)

Value:

$702.2M(-15.1%)

464287226

7055(-31.7%)

Value:

$697.9M(-30.3%)

464287721

4950(+0.0%)

Value:

$695.2M(-12.0%)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

2915(-18.5%)

Value:

$694.4M(-30.4%)

ServiceNow, Inc.

NOW|81762P102

864(+4.5%)

Value:

$687.9M(-21.5%)

Intercontinental Exchange, Inc.

ICE|45866F104

3977(-0.4%)

Value:

$686.0M(+15.3%)

Philip Morris International Inc.

PM|718172109

4283(-47.9%)

Value:

$679.8M(-31.2%)

GLOBE LIFE INC.

GL|37959E102

5142(+0.0%)

Value:

$677.3M(+18.1%)

TransDigm Group INC

TDG|893641100

476(-0.4%)

Value:

$658.4M(+8.7%)

Trane Technologies plc

TT|G8994E103

1833(+0.1%)

Value:

$617.6M(-8.7%)

ROCKWELL AUTOMATION, INC

ROK|773903109

2369(+1.1%)

Value:

$612.1M(-8.6%)

CSX CORP

CSX|126408103

20333(-4.3%)

Value:

$598.4M(-12.8%)

Shell plc

SHEL|780259305

8127(+8.4%)

Value:

$595.5M(+26.7%)

464288885

EFG|464288885

5937(-1.5%)

Value:

$593.7M(+1.8%)

GENUINE PARTS CO

GPC|372460105

4974(+0.0%)

Value:

$592.6M(+2.0%)

UNITED PARCEL SERVICE INC

UPS|911312106

5378(+3.9%)

Value:

$591.5M(-9.4%)

Instrument	Shares		Other Manager	Value
(cusip81369Y605)✕	14.3K	QoQ +20.74% (+2.5K) YoY +14.90% (+1.9K)	All Managers (Combined)	$710.3K	QoQ +24.44% (+$139.5K) YoY +35.88% (+$187.6K)
Zoetis Inc.(ZTScusip98978V103)	4.3K	QoQ -15.63% (-799) YoY +0.06% (-3)	All Managers (Combined)	$709.6K	QoQ -14.74% (-$122.8K) YoY -2.63% (-$19.2K)
Norfolk Southern Corp(NSCcusip655844108)	3.0K	QoQ 0.00% (+0) YoY -25.49% (-1.0K)	All Managers (Combined)	$708.7K	QoQ +0.91% (+$6.4K) YoY -30.76% (-$314.9K)
Autodesk, Inc.(ADSKcusip052769106)	2.7K	QoQ +3.49% (-91) YoY +34.36% (+690)	All Managers (Combined)	$706.3K	QoQ -8.33% (-$64.2K) YoY +35.07% (+$183.4K)
Vistra Corp.(VSTcusip92840M102)	6.0K	QoQ -0.38% (-23) YoY +3.91% (+225)	All Managers (Combined)	$702.2K	QoQ -15.14% (-$125.3K) YoY +75.22% (+$301.5K)
(cusip464287226)✕	7.1K	QoQ -31.74% (-3.3K) YoY -94.45% (-120.1K)	All Managers (Combined)	$697.9K	QoQ -30.32% (-$303.7K) YoY -94.39% (-$11.8M)
(cusip464287721)✕	5.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$695.2K	QoQ -11.96% (-$94.4K) YoY +3.98% (+$26.6K)
Marriott International Inc /Md/(MARcusip571903202)	2.9K	QoQ -18.46% (-660) YoY -16.09% (-559)	All Managers (Combined)	$694.4K	QoQ -30.37% (-$302.9K) YoY -20.78% (-$182.2K)
Servicenow, Inc.(NOWcusip81762P102)	864	QoQ +4.47% (-37) YoY +57.95% (+317)	All Managers (Combined)	$687.9K	QoQ -21.54% (-$188.9K) YoY +64.94% (+$270.8K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	4.0K	QoQ -0.37% (-15) YoY +12.72% (+449)	All Managers (Combined)	$686.0K	QoQ +15.32% (-$91.2K) YoY +41.49% (+$201.2K)
Philip Morris International Inc.(PMcusip718172109)	4.3K	QoQ -47.85% (-3.9K) YoY -20.15% (-1.1K)	All Managers (Combined)	$679.8K	QoQ -31.22% (-$308.7K) YoY +38.33% (-$188.4K)
Globe Life Inc.(GLcusip37959E102)	5.1K	QoQ 0.00% (+0) YoY +1.70% (+86)	All Managers (Combined)	$677.3K	QoQ +18.11% (+$103.9K) YoY +15.11% (+$88.9K)
Transdigm Group Inc(TDGcusip893641100)	476	QoQ -0.41% (-2) YoY +40.82% (+138)	All Managers (Combined)	$658.4K	QoQ +8.69% (-$52.7K) YoY +58.17% (+$242.2K)
Trane Technologies Plc(TTcusipG8994E103)	1.8K	QoQ +0.05% (-1) YoY +9.89% (+165)	All Managers (Combined)	$617.6K	QoQ -8.73% (-$59.1K) YoY +23.33% (+$116.8K)
Rockwell Automation, Inc(ROKcusip773903109)	2.4K	QoQ +1.06% (-25) YoY +4.04% (-92)	All Managers (Combined)	$612.1K	QoQ -8.62% (-$57.8K) YoY -7.72% (-$51.3K)
Csx Corp(CSXcusip126408103)	20.3K	QoQ -4.34% (-924) YoY -1.01% (-208)	All Managers (Combined)	$598.4K	QoQ -12.76% (-$87.6K) YoY -21.41% (-$163.1K)
Shell Plc(SHELcusip780259305)	8.1K	QoQ +8.36% (+627) YoY +14.44% (+1.0K)	All Managers (Combined)	$595.5K	QoQ +26.74% (+$125.7K) YoY +25.10% (+$119.5K)
(EFGcusip464288885)	5.9K	QoQ -1.46% (-88) YoY -1.46% (-88)	All Managers (Combined)	$593.7K	QoQ +1.76% (-$10.3K) YoY -5.05% (-$31.6K)
Genuine Parts Co(GPCcusip372460105)	5.0K	QoQ 0.00% (+0) YoY -12.56% (-715)	All Managers (Combined)	$592.6K	QoQ +2.03% (+$11.8K) YoY -32.76% (-$288.8K)
United Parcel Service Inc(UPScusip911312106)	5.4K	QoQ +3.90% (-202) YoY -8.75% (-516)	All Managers (Combined)	$591.5K	QoQ -9.37% (-$61.2K) YoY -32.47% (-$284.5K)