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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464287663

IUSV|464287663

Shares:4.5K

Value:$415.3K

% of Portfolio:0.0% ($415.3K/$4.0B)

81369Y407

Shares:2.1K

Value:$411.7K

% of Portfolio:0.0% ($411.7K/$4.0B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:2.3K

Value:$406.7K

% of Portfolio:0.0% ($406.7K/$4.0B)

922908652

VXF|922908652

Shares:2.4K

Value:$405.8K

% of Portfolio:0.0% ($405.8K/$4.0B)

Constellation Energy Corp

CEG|21037T109

Shares:2.0K

Value:$401.4K

% of Portfolio:0.0% ($401.4K/$4.0B)

Fortinet, Inc.

FTNT|34959E109

Shares:4.1K

Value:$397.1K

% of Portfolio:0.0% ($397.1K/$4.0B)

TARGET CORP

TGT|87612E106

Shares:3.8K

Value:$397.0K

% of Portfolio:0.0% ($397.0K/$4.0B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:6.0K

Value:$391.2K

% of Portfolio:0.0% ($391.2K/$4.0B)

AMPHENOL CORP /DE/

APH|032095101

Shares:5.9K

Value:$385.1K

% of Portfolio:0.0% ($385.1K/$4.0B)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:797

Value:$381.1K

% of Portfolio:0.0% ($381.1K/$4.0B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:3.8K

Value:$379.7K

% of Portfolio:0.0% ($379.7K/$4.0B)

METLIFE INC

MET|59156R108

Shares:4.7K

Value:$379.3K

% of Portfolio:0.0% ($379.3K/$4.0B)

46435G326

Shares:5.5K

Value:$378.5K

% of Portfolio:0.0% ($378.5K/$4.0B)

Aon plc

AON|G0403H108

Shares:945

Value:$377.1K

% of Portfolio:0.0% ($377.1K/$4.0B)

GRACO INC

GGG|384109104

Shares:4.5K

Value:$374.6K

% of Portfolio:0.0% ($374.6K/$4.0B)

97717W307

DLN|97717W307

Shares:4.7K

Value:$373.8K

% of Portfolio:0.0% ($373.8K/$4.0B)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:3.3K

Value:$371.9K

% of Portfolio:0.0% ($371.9K/$4.0B)

SYSCO CORP

SYY|871829107

Shares:5.0K

Value:$371.5K

% of Portfolio:0.0% ($371.5K/$4.0B)

HERSHEY CO

HSY|427866108

Shares:2.1K

Value:$365.8K

% of Portfolio:0.0% ($365.8K/$4.0B)

STARBUCKS CORP

SBUX|855244109

Shares:3.7K

Value:$365.8K

% of Portfolio:0.0% ($365.8K/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IUSVcusip464287663)	4.5K	QoQ -3.94% (-185) YoY 0.00% (+0)	All Managers (Combined)	$415.3K	0.0% ($415.3K/$4.0B)	QoQ -4.25% (-$18.5K) YoY +2.04% (+$8.3K)
(cusip81369Y407)✕	2.1K	QoQ -72.41% (-5.5K) YoY -81.37% (-9.1K)	All Managers (Combined)	$411.7K	0.0% ($411.7K/$4.0B)	QoQ -75.71% (-$1.3M) YoY -79.99% (-$1.6M)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	2.3K	QoQ -0.39% (-9) YoY +14.89% (+294)	All Managers (Combined)	$406.7K	0.0% ($406.7K/$4.0B)	QoQ +0.15% (-$617) YoY +38.35% (+$112.7K)
(VXFcusip922908652)	2.4K	QoQ -7.60% (-194) YoY -5.76% (-144)	All Managers (Combined)	$405.8K	0.0% ($405.8K/$4.0B)	QoQ -16.22% (-$78.6K) YoY -7.37% (-$32.3K)
Constellation Energy Corp(CEGcusip21037T109)	2.0K	QoQ -22.13% (-566) YoY +57.51% (+727)	All Managers (Combined)	$401.4K	0.0% ($401.4K/$4.0B)	QoQ -29.82% (-$170.6K) YoY +71.81% (+$167.8K)
Fortinet, Inc.(FTNTcusip34959E109)	4.1K	QoQ 0.00% (+0) YoY +7.78% (+298)	All Managers (Combined)	$397.1K	0.0% ($397.1K/$4.0B)	QoQ +1.88% (+$7.3K) YoY +51.88% (+$135.7K)
TARGET CORP(TGTcusip87612E106)	3.8K	QoQ -27.40% (-1.4K) YoY +10.22% (-353)	All Managers (Combined)	$397.0K	0.0% ($397.0K/$4.0B)	QoQ -43.95% (-$311.4K) YoY -35.08% (-$214.6K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	6.0K	QoQ +15.97% (-826) YoY +23.05% (+1.1K)	All Managers (Combined)	$391.2K	0.0% ($391.2K/$4.0B)	QoQ -11.33% (-$50.0K) YoY +19.85% (+$64.8K)
AMPHENOL CORP /DE/(APHcusip032095101)	5.9K	QoQ -10.25% (-671) YoY +195.96% (+3.9K)	All Managers (Combined)	$385.1K	0.0% ($385.1K/$4.0B)	QoQ -15.24% (-$69.3K) YoY +68.29% (+$156.3K)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	797	QoQ +33.94% (+202) YoY +46.77% (+254)	All Managers (Combined)	$381.1K	0.0% ($381.1K/$4.0B)	QoQ +23.99% (+$73.8K) YoY +14.30% (+$47.7K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	3.8K	QoQ -7.83% (-320) YoY +15.28% (+499)	All Managers (Combined)	$379.7K	0.0% ($379.7K/$4.0B)	QoQ +4.09% (-$14.9K) YoY +69.80% (+$156.1K)
METLIFE INC(METcusip59156R108)	4.7K	QoQ -1.78% (-86) YoY +11.57% (+490)	All Managers (Combined)	$379.3K	0.0% ($379.3K/$4.0B)	QoQ -3.69% (-$14.6K) YoY +20.87% (+$65.5K)
(cusip46435G326)✕	5.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$378.5K	0.0% ($378.5K/$4.0B)	QoQ +6.85% (+$24.3K) YoY +2.62% (+$9.7K)
Aon plc(AONcusipG0403H108)	945	QoQ +3.27% (+30) YoY +27.70% (+205)	All Managers (Combined)	$377.1K	0.0% ($377.1K/$4.0B)	QoQ +14.76% (+$48.5K) YoY +52.71% (+$130.2K)
GRACO INC(GGGcusip384109104)	4.5K	QoQ -33.64% (-2.3K) YoY -90.85% (-44.5K)	All Managers (Combined)	$374.6K	0.0% ($374.6K/$4.0B)	QoQ -34.25% (-$195.2K) YoY -91.82% (-$4.2M)
(DLNcusip97717W307)	4.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$373.8K	0.0% ($373.8K/$4.0B)	QoQ +2.03% (+$7.4K) YoY +9.94% (+$33.8K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	3.3K	QoQ +0.48% (+16) YoY -12.25% (-459)	All Managers (Combined)	$371.9K	0.0% ($371.9K/$4.0B)	QoQ +7.67% (+$26.5K) YoY -24.75% (-$122.4K)
SYSCO CORP(SYYcusip871829107)	5.0K	QoQ +0.06% (-3) YoY -60.66% (-7.6K)	All Managers (Combined)	$371.5K	0.0% ($371.5K/$4.0B)	QoQ -1.79% (-$6.8K) YoY -63.64% (-$650.2K)
HERSHEY CO(HSYcusip427866108)	2.1K	QoQ +2.88% (+60) YoY +7.27% (-145)	All Managers (Combined)	$365.8K	0.0% ($365.8K/$4.0B)	QoQ +3.90% (+$13.8K) YoY -5.67% (-$22.0K)
STARBUCKS CORP(SBUXcusip855244109)	3.7K	QoQ +3.90% (+140) YoY -94.53% (-64.5K)	All Managers (Combined)	$365.8K	0.0% ($365.8K/$4.0B)	QoQ +11.68% (+$38.3K) YoY -94.12% (-$5.9M)