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

Page 12 of 20

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81369Y605

Shares:14.3K

Value:$710.3K

% of Portfolio:0.0% ($710.3K/$4.0B)

Zoetis Inc.

ZTS|98978V103

Shares:4.3K

Value:$709.6K

% of Portfolio:0.0% ($709.6K/$4.0B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:3.0K

Value:$708.7K

% of Portfolio:0.0% ($708.7K/$4.0B)

Autodesk, Inc.

ADSK|052769106

Shares:2.7K

Value:$706.3K

% of Portfolio:0.0% ($706.3K/$4.0B)

Vistra Corp.

VST|92840M102

Shares:6.0K

Value:$702.2K

% of Portfolio:0.0% ($702.2K/$4.0B)

464287226

Shares:7.1K

Value:$697.9K

% of Portfolio:0.0% ($697.9K/$4.0B)

464287721

Shares:5.0K

Value:$695.2K

% of Portfolio:0.0% ($695.2K/$4.0B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:2.9K

Value:$694.4K

% of Portfolio:0.0% ($694.4K/$4.0B)

ServiceNow, Inc.

NOW|81762P102

Shares:864

Value:$687.9K

% of Portfolio:0.0% ($687.9K/$4.0B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:4.0K

Value:$686.0K

% of Portfolio:0.0% ($686.0K/$4.0B)

Philip Morris International Inc.

PM|718172109

Shares:4.3K

Value:$679.8K

% of Portfolio:0.0% ($679.8K/$4.0B)

GLOBE LIFE INC.

GL|37959E102

Shares:5.1K

Value:$677.3K

% of Portfolio:0.0% ($677.3K/$4.0B)

TransDigm Group INC

TDG|893641100

Shares:476

Value:$658.4K

% of Portfolio:0.0% ($658.4K/$4.0B)

Trane Technologies plc

TT|G8994E103

Shares:1.8K

Value:$617.6K

% of Portfolio:0.0% ($617.6K/$4.0B)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:2.4K

Value:$612.1K

% of Portfolio:0.0% ($612.1K/$4.0B)

CSX CORP

CSX|126408103

Shares:20.3K

Value:$598.4K

% of Portfolio:0.0% ($598.4K/$4.0B)

Shell plc

SHEL|780259305

Shares:8.1K

Value:$595.5K

% of Portfolio:0.0% ($595.5K/$4.0B)

464288885

EFG|464288885

Shares:5.9K

Value:$593.7K

% of Portfolio:0.0% ($593.7K/$4.0B)

GENUINE PARTS CO

GPC|372460105

Shares:5.0K

Value:$592.6K

% of Portfolio:0.0% ($592.6K/$4.0B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:5.4K

Value:$591.5K

% of Portfolio:0.0% ($591.5K/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y605)✕	14.3K	QoQ +20.74% (+2.5K) YoY +14.90% (+1.9K)	All Managers (Combined)	$710.3K	0.0% ($710.3K/$4.0B)	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	0.0% ($709.6K/$4.0B)	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	0.0% ($708.7K/$4.0B)	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	0.0% ($706.3K/$4.0B)	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	0.0% ($702.2K/$4.0B)	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	0.0% ($697.9K/$4.0B)	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	0.0% ($695.2K/$4.0B)	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	0.0% ($694.4K/$4.0B)	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	0.0% ($687.9K/$4.0B)	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	0.0% ($686.0K/$4.0B)	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	0.0% ($679.8K/$4.0B)	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	0.0% ($677.3K/$4.0B)	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	0.0% ($658.4K/$4.0B)	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	0.0% ($617.6K/$4.0B)	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	0.0% ($612.1K/$4.0B)	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	0.0% ($598.4K/$4.0B)	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	0.0% ($595.5K/$4.0B)	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	0.0% ($593.7K/$4.0B)	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	0.0% ($592.6K/$4.0B)	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	0.0% ($591.5K/$4.0B)	QoQ -9.37% (-$61.2K) YoY -32.47% (-$284.5K)