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

Search and click to pin securities to the top

Page 15 of 20

Sort by:

464287663

IUSV|464287663

4500(-3.9%)

Value:

$415.3M(-4.3%)

81369Y407

2085(-72.4%)

Value:

$411.7M(-75.7%)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

2268(-0.4%)

Value:

$406.7M(+0.1%)

922908652

VXF|922908652

2356(-7.6%)

Value:

$405.8M(-16.2%)

Constellation Energy Corp

CEG|21037T109

1991(-22.1%)

Value:

$401.4M(-29.8%)

Fortinet, Inc.

FTNT|34959E109

4125(+0.0%)

Value:

$397.1M(+1.9%)

TARGET CORP

TGT|87612E106

3804(-27.4%)

Value:

$397.0M(-44.0%)

PayPal Holdings, Inc.

PYPL|70450Y103

5995(+16.0%)

Value:

$391.2M(-11.3%)

AMPHENOL CORP /DE/

APH|032095101

5872(-10.3%)

Value:

$385.1M(-15.2%)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

797(+33.9%)

Value:

$381.1M(+24.0%)

BOSTON SCIENTIFIC CORP

BSX|101137107

3764(-7.8%)

Value:

$379.7M(+4.1%)

METLIFE INC

MET|59156R108

4724(-1.8%)

Value:

$379.3M(-3.7%)

46435G326

5494(+0.0%)

Value:

$378.5M(+6.8%)

Aon plc

AON|G0403H108

945(+3.3%)

Value:

$377.1M(+14.8%)

GRACO INC

GGG|384109104

4485(-33.6%)

Value:

$374.6M(-34.3%)

97717W307

DLN|97717W307

4710(+0.0%)

Value:

$373.8M(+2.0%)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

3286(+0.5%)

Value:

$371.9M(+7.7%)

SYSCO CORP

SYY|871829107

4950(+0.1%)

Value:

$371.5M(-1.8%)

HERSHEY CO

HSY|427866108

2139(+2.9%)

Value:

$365.8M(+3.9%)

STARBUCKS CORP

SBUX|855244109

3729(+3.9%)

Value:

$365.8M(+11.7%)

Instrument	Shares		Other Manager	Value
(IUSVcusip464287663)	4.5K	QoQ -3.94% (-185) YoY 0.00% (+0)	All Managers (Combined)	$415.3K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +11.68% (+$38.3K) YoY -94.12% (-$5.9M)