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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SEABOARD CORP /DE/

SEB|811543107

180(+0.0%)

Value:

$485.5M(+11.0%)

46137V613

PRF|46137V613

12000(+0.0%)

Value:

$484.9M(+0.2%)

Liberty Media Corp

LLYVK|531229722

7005(+0.0%)

Value:

$477.3M(+0.1%)

464287473

IWS|464287473

3719(+0.0%)

Value:

$468.5M(-2.6%)

DARDEN RESTAURANTS INC

DRI|237194105

2231(+1.1%)

Value:

$463.5M(+12.5%)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

1101(+0.0%)

Value:

$462.4M(-1.3%)

STATE STREET CORP

STT|857477103

5126(-4.0%)

Value:

$458.9M(-12.4%)

ADVANCED MICRO DEVICES INC

AMD|007903107

4430(+2.4%)

Value:

$455.1M(-12.9%)

SCHLUMBERGER LIMITED/NV

SLB|806857108

10871(-15.3%)

Value:

$454.4M(-7.6%)

BECTON DICKINSON & CO

BDX|075887109

1979(+4.0%)

Value:

$453.3M(+5.0%)

Samsara Inc.

IOT|79589L106

11777(+0.0%)

Value:

$451.4M(-12.3%)

Otis Worldwide Corp

OTIS|68902V107

4312(-41.6%)

Value:

$445.0M(-35.0%)

464287127

5739(+0.0%)

Value:

$443.4M(-4.8%)

Liberty Broadband Corp

LBRDA|530307107

5200(+0.0%)

Value:

$442.0M(+14.3%)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

3940(-13.3%)

Value:

$430.5M(+2.7%)

SHOPIFY INC.

SHOP|82509L107

4474(-19.8%)

Value:

$427.1M(-28.0%)

ROLLINS INC

ROL|775711104

7813(-63.6%)

Value:

$422.1M(-57.5%)

STANLEY BLACK & DECKER, INC.

SWK|854502101

5471(+2.4%)

Value:

$420.6M(-2.0%)

Bitwise Bitcoin ETF

BITB|09174C104

9368(+2.9%)

Value:

$420.4M(-9.2%)

T-Mobile US, Inc.

TMUS|872590104

1567(+8.3%)

Value:

$417.9M(+30.9%)

Instrument	Shares		Other Manager	Value
Seaboard Corp /De/(SEBcusip811543107)	180	QoQ 0.00% (+0) YoY NEW(+180)	All Managers (Combined)	$485.5K	QoQ +11.00% (+$48.1K) YoY NEW(+$485.5K)
(PRFcusip46137V613)	12.0K	QoQ 0.00% (+0) YoY NEW(+12.0K)	All Managers (Combined)	$484.9K	QoQ +0.17% (+$840) YoY NEW(+$484.9K)
Liberty Media Corp(LLYVKcusip531229722)	7.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$477.3K	QoQ +0.11% (+$561) YoY +55.49% (+$170.4K)
(IWScusip464287473)	3.7K	QoQ 0.00% (-0) YoY NEW(+3.7K)	All Managers (Combined)	$468.5K	QoQ -2.60% (-$12.5K) YoY NEW(+$468.5K)
Darden Restaurants Inc(DRIcusip237194105)	2.2K	QoQ +1.08% (+24) YoY -21.66% (-617)	All Managers (Combined)	$463.5K	QoQ +12.49% (+$51.5K) YoY -2.63% (-$12.5K)
Spdr Dow Jones Industrial Average Etf Trust(DIAcusip78467X109)	1.1K	QoQ 0.00% (-0) YoY -23.59% (-340)	All Managers (Combined)	$462.4K	QoQ -1.32% (-$6.2K) YoY -19.34% (-$110.9K)
State Street Corp(STTcusip857477103)	5.1K	QoQ -3.98% (-213) YoY -32.08% (-2.4K)	All Managers (Combined)	$458.9K	QoQ -12.42% (-$65.1K) YoY -21.36% (-$124.7K)
Advanced Micro Devices Inc(AMDcusip007903107)	4.4K	QoQ +2.38% (-103) YoY +33.35% (-1.1K)	All Managers (Combined)	$455.1K	QoQ -12.91% (-$67.5K) YoY -24.09% (-$144.4K)
Schlumberger Limited/Nv(SLBcusip806857108)	10.9K	QoQ -15.27% (-2.0K) YoY -27.84% (-4.2K)	All Managers (Combined)	$454.4K	QoQ -7.62% (-$37.5K) YoY -44.97% (-$371.4K)
Becton Dickinson & Co(BDXcusip075887109)	2.0K	QoQ +3.99% (+76) YoY -35.15% (-1.1K)	All Managers (Combined)	$453.3K	QoQ +4.99% (+$21.6K) YoY -39.97% (-$301.9K)
Samsara Inc.(IOTcusip79589L106)	11.8K	QoQ 0.00% (-0) YoY NEW(+11.8K)	All Managers (Combined)	$451.4K	QoQ -12.26% (-$63.1K) YoY NEW(+$451.4K)
Otis Worldwide Corp(OTIScusip68902V107)	4.3K	QoQ -41.65% (-3.1K) YoY -9.20% (-437)	All Managers (Combined)	$445.0K	QoQ -34.98% (-$239.5K) YoY -5.60% (-$26.4K)
(cusip464287127)✕	5.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$443.4K	QoQ -4.80% (-$22.4K) YoY +6.60% (+$27.5K)
Liberty Broadband Corp(LBRDAcusip530307107)	5.2K	QoQ 0.00% (+0) YoY NEW(+5.2K)	All Managers (Combined)	$442.0K	QoQ +14.30% (+$55.3K) YoY NEW(+$442.0K)
American Electric Power Co Inc(AEPcusip025537101)	3.9K	QoQ -13.31% (-605) YoY +25.31% (+796)	All Managers (Combined)	$430.5K	QoQ +2.70% (-$11.3K) YoY +59.04% (+$159.8K)
Shopify Inc.(SHOPcusip82509L107)	4.5K	QoQ -19.77% (-1.1K) YoY NEW(+4.5K)	All Managers (Combined)	$427.1K	QoQ -27.96% (-$165.8K) YoY NEW(+$427.1K)
Rollins Inc(ROLcusip775711104)	7.8K	QoQ -63.57% (-13.6K) YoY -63.58% (-13.6K)	All Managers (Combined)	$422.1K	QoQ -57.54% (-$572.2K) YoY -57.47% (-$570.6K)
Stanley Black & Decker, Inc.(SWKcusip854502101)	5.5K	QoQ +2.35% (-126) YoY +0.56% (-31)	All Managers (Combined)	$420.6K	QoQ -1.98% (-$8.5K) YoY -21.04% (-$112.1K)
Bitwise Bitcoin Etf(BITBcusip09174C104)	9.4K	QoQ +2.85% (-260) YoY +9.08% (+780)	All Managers (Combined)	$420.4K	QoQ -9.22% (-$42.7K) YoY +26.46% (+$88.0K)
T-Mobile Us, Inc.(TMUScusip872590104)	1.6K	QoQ +8.29% (+120) YoY NEW(+1.6K)	All Managers (Combined)	$417.9K	QoQ +30.85% (+$98.5K) YoY NEW(+$417.9K)