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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CME GROUP INC.

CME|12572Q105

Shares:1.4K

Value:$364.5K

% of Portfolio:0.0% ($364.5K/$4.0B)

MARKEL GROUP INC.

MKL|570535104

Shares:193

Value:$360.8K

% of Portfolio:0.0% ($360.8K/$4.0B)

Arista Networks, Inc.

ANET|040413205

Shares:4.6K

Value:$357.4K

% of Portfolio:0.0% ($357.4K/$4.0B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:561

Value:$355.8K

% of Portfolio:0.0% ($355.8K/$4.0B)

HSBC HOLDINGS PLC

HSBC|404280406

Shares:6.2K

Value:$354.6K

% of Portfolio:0.0% ($354.6K/$4.0B)

78468R408

Shares:13.9K

Value:$349.2K

% of Portfolio:0.0% ($349.2K/$4.0B)

46138G508

Shares:16.8K

Value:$348.0K

% of Portfolio:0.0% ($348.0K/$4.0B)

Snap-on Inc

SNA|833034101

Shares:1.0K

Value:$346.0K

% of Portfolio:0.0% ($346.0K/$4.0B)

US BANCORP \DE\

USB|902973304

Shares:8.2K

Value:$344.3K

% of Portfolio:0.0% ($344.3K/$4.0B)

46138E420

Shares:7.3K

Value:$343.3K

% of Portfolio:0.0% ($343.3K/$4.0B)

922042775

VEU|922042775

Shares:5.5K

Value:$336.1K

% of Portfolio:0.0% ($336.1K/$4.0B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:2.5K

Value:$335.2K

% of Portfolio:0.0% ($335.2K/$4.0B)

464287101

Shares:1.2K

Value:$334.2K

% of Portfolio:0.0% ($334.2K/$4.0B)

Elevance Health, Inc.

ELV|036752103

Shares:764

Value:$332.3K

% of Portfolio:0.0% ($332.3K/$4.0B)

Extra Space Storage Inc.

EXR|30225T102

Shares:2.2K

Value:$331.3K

% of Portfolio:0.0% ($331.3K/$4.0B)

Seagate Technology Holdings plc

STX|G7997R103

Shares:3.9K

Value:$331.1K

% of Portfolio:0.0% ($331.1K/$4.0B)

CORNING INC /NY

GLW|219350105

Shares:7.1K

Value:$324.5K

% of Portfolio:0.0% ($324.5K/$4.0B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.9K

Value:$321.2K

% of Portfolio:0.0% ($321.2K/$4.0B)

92204A108

Shares:957

Value:$311.5K

% of Portfolio:0.0% ($311.5K/$4.0B)

BHP Group Ltd

BHP|088606108

Shares:6.4K

Value:$309.1K

% of Portfolio:0.0% ($309.1K/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CME GROUP INC.(CMEcusip12572Q105)	1.4K	QoQ -3.10% (-44) YoY NEW(+1.4K)	All Managers (Combined)	$364.5K	0.0% ($364.5K/$4.0B)	QoQ +10.69% (-$35.2K) YoY NEW(+$364.5K)
MARKEL GROUP INC.(MKLcusip570535104)	193	QoQ 0.00% (+0) YoY NEW(+193)	All Managers (Combined)	$360.8K	0.0% ($360.8K/$4.0B)	QoQ +8.30% (+$27.7K) YoY NEW(+$360.8K)
Arista Networks, Inc.(ANETcusip040413205)	4.6K	QoQ -4.55% (-220) YoY NEW(+4.6K)	All Managers (Combined)	$357.4K	0.0% ($357.4K/$4.0B)	QoQ -33.08% (-$176.7K) YoY NEW(+$357.4K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	561	QoQ +1.81% (-10) YoY +13.33% (-66)	All Managers (Combined)	$355.8K	0.0% ($355.8K/$4.0B)	QoQ -9.34% (-$36.7K) YoY -25.31% (-$120.6K)
HSBC HOLDINGS PLC(HSBCcusip404280406)	6.2K	QoQ +4.09% (+243) YoY NEW(+6.2K)	All Managers (Combined)	$354.6K	0.0% ($354.6K/$4.0B)	QoQ +20.87% (+$61.2K) YoY NEW(+$354.6K)
(cusip78468R408)✕	13.9K	QoQ NEW(+13.9K) YoY -60.53% (-21.3K)	All Managers (Combined)	$349.2K	0.0% ($349.2K/$4.0B)	QoQ NEW(+$349.2K) YoY -60.62% (-$537.8K)
(cusip46138G508)✕	16.8K	QoQ NEW(+16.8K) YoY NEW(+16.8K)	All Managers (Combined)	$348.0K	0.0% ($348.0K/$4.0B)	QoQ NEW(+$348.0K) YoY NEW(+$348.0K)
Snap-on Inc(SNAcusip833034101)	1.0K	QoQ -0.38% (-4) YoY -15.19% (-184)	All Managers (Combined)	$346.0K	0.0% ($346.0K/$4.0B)	QoQ -1.11% (-$3.9K) YoY -3.54% (-$12.7K)
US BANCORP \DE\(USBcusip902973304)	8.2K	QoQ +3.54% (-279) YoY +15.31% (+1.1K)	All Managers (Combined)	$344.3K	0.0% ($344.3K/$4.0B)	QoQ -8.60% (-$32.4K) YoY +8.91% (+$28.2K)
(cusip46138E420)✕	7.3K	QoQ 0.00% (-0) YoY -30.04% (-3.1K)	All Managers (Combined)	$343.3K	0.0% ($343.3K/$4.0B)	QoQ -2.15% (-$7.6K) YoY -28.42% (-$136.3K)
(VEUcusip922042775)	5.5K	QoQ +16.87% (+800) YoY +16.87% (+800)	All Managers (Combined)	$336.1K	0.0% ($336.1K/$4.0B)	QoQ +23.49% (+$63.9K) YoY +20.88% (+$58.1K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$335.2K	0.0% ($335.2K/$4.0B)	QoQ NEW(+$335.2K) YoY NEW(+$335.2K)
(cusip464287101)✕	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$334.2K	0.0% ($334.2K/$4.0B)	QoQ NEW(+$334.2K) YoY NEW(+$334.2K)
Elevance Health, Inc.(ELVcusip036752103)	764	QoQ +1.46% (+11) YoY +8.98% (-63)	All Managers (Combined)	$332.3K	0.0% ($332.3K/$4.0B)	QoQ +19.62% (+$54.5K) YoY -8.57% (-$31.2K)
Extra Space Storage Inc.(EXRcusip30225T102)	2.2K	QoQ +0.04% (-1) YoY -3.29% (-76)	All Managers (Combined)	$331.3K	0.0% ($331.3K/$4.0B)	QoQ -0.69% (-$2.3K) YoY -2.31% (-$7.8K)
Seagate Technology Holdings plc(STXcusipG7997R103)	3.9K	QoQ -2.50% (-100) YoY +2.65% (-101)	All Managers (Combined)	$331.1K	0.0% ($331.1K/$4.0B)	QoQ -4.03% (-$13.9K) YoY -6.27% (-$22.2K)
CORNING INC /NY(GLWcusip219350105)	7.1K	QoQ -2.04% (-148) YoY +4.03% (+275)	All Managers (Combined)	$324.5K	0.0% ($324.5K/$4.0B)	QoQ -5.63% (-$19.4K) YoY +44.50% (+$99.9K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.9K	QoQ +7.28% (+200) YoY +15.79% (+402)	All Managers (Combined)	$321.2K	0.0% ($321.2K/$4.0B)	QoQ +24.32% (+$62.8K) YoY +53.67% (+$112.2K)
(cusip92204A108)✕	957	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$311.5K	0.0% ($311.5K/$4.0B)	QoQ -13.28% (-$47.7K) YoY +2.44% (+$7.4K)
BHP Group Ltd(BHPcusip088606108)	6.4K	QoQ +2.16% (+135) YoY NEW(+6.4K)	All Managers (Combined)	$309.1K	0.0% ($309.1K/$4.0B)	QoQ +1.55% (+$4.7K) YoY NEW(+$309.1K)