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 14 of 20

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SEABOARD CORP /DE/

SEB|811543107

Shares:180

Value:$485.5K

% of Portfolio:0.0% ($485.5K/$4.0B)

46137V613

PRF|46137V613

Shares:12.0K

Value:$484.9K

% of Portfolio:0.0% ($484.9K/$4.0B)

Liberty Media Corp

LLYVK|531229722

Shares:7.0K

Value:$477.3K

% of Portfolio:0.0% ($477.3K/$4.0B)

464287473

IWS|464287473

Shares:3.7K

Value:$468.5K

% of Portfolio:0.0% ($468.5K/$4.0B)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:2.2K

Value:$463.5K

% of Portfolio:0.0% ($463.5K/$4.0B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.1K

Value:$462.4K

% of Portfolio:0.0% ($462.4K/$4.0B)

STATE STREET CORP

STT|857477103

Shares:5.1K

Value:$458.9K

% of Portfolio:0.0% ($458.9K/$4.0B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:4.4K

Value:$455.1K

% of Portfolio:0.0% ($455.1K/$4.0B)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:10.9K

Value:$454.4K

% of Portfolio:0.0% ($454.4K/$4.0B)

BECTON DICKINSON & CO

BDX|075887109

Shares:2.0K

Value:$453.3K

% of Portfolio:0.0% ($453.3K/$4.0B)

Samsara Inc.

IOT|79589L106

Shares:11.8K

Value:$451.4K

% of Portfolio:0.0% ($451.4K/$4.0B)

Otis Worldwide Corp

OTIS|68902V107

Shares:4.3K

Value:$445.0K

% of Portfolio:0.0% ($445.0K/$4.0B)

464287127

Shares:5.7K

Value:$443.4K

% of Portfolio:0.0% ($443.4K/$4.0B)

Liberty Broadband Corp

LBRDA|530307107

Shares:5.2K

Value:$442.0K

% of Portfolio:0.0% ($442.0K/$4.0B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:3.9K

Value:$430.5K

% of Portfolio:0.0% ($430.5K/$4.0B)

SHOPIFY INC.

SHOP|82509L107

Shares:4.5K

Value:$427.1K

% of Portfolio:0.0% ($427.1K/$4.0B)

ROLLINS INC

ROL|775711104

Shares:7.8K

Value:$422.1K

% of Portfolio:0.0% ($422.1K/$4.0B)

STANLEY BLACK & DECKER, INC.

SWK|854502101

Shares:5.5K

Value:$420.6K

% of Portfolio:0.0% ($420.6K/$4.0B)

Bitwise Bitcoin ETF

BITB|09174C104

Shares:9.4K

Value:$420.4K

% of Portfolio:0.0% ($420.4K/$4.0B)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.6K

Value:$417.9K

% of Portfolio:0.0% ($417.9K/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SEABOARD CORP /DE/(SEBcusip811543107)	180	QoQ 0.00% (+0) YoY NEW(+180)	All Managers (Combined)	$485.5K	0.0% ($485.5K/$4.0B)	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	0.0% ($484.9K/$4.0B)	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	0.0% ($477.3K/$4.0B)	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	0.0% ($468.5K/$4.0B)	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	0.0% ($463.5K/$4.0B)	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	0.0% ($462.4K/$4.0B)	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	0.0% ($458.9K/$4.0B)	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	0.0% ($455.1K/$4.0B)	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	0.0% ($454.4K/$4.0B)	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	0.0% ($453.3K/$4.0B)	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	0.0% ($451.4K/$4.0B)	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	0.0% ($445.0K/$4.0B)	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	0.0% ($443.4K/$4.0B)	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	0.0% ($442.0K/$4.0B)	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	0.0% ($430.5K/$4.0B)	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	0.0% ($427.1K/$4.0B)	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	0.0% ($422.1K/$4.0B)	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	0.0% ($420.6K/$4.0B)	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	0.0% ($420.4K/$4.0B)	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	0.0% ($417.9K/$4.0B)	QoQ +30.85% (+$98.5K) YoY NEW(+$417.9K)