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 17 of 20

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Axos Financial, Inc.

AX|05465C100

Shares:4.8K

Value:$307.1K

% of Portfolio:0.0% ($307.1K/$4.0B)

LABCORP HOLDINGS INC.

LH|504922105

Shares:1.3K

Value:$306.1K

% of Portfolio:0.0% ($306.1K/$4.0B)

316092808

Shares:1.9K

Value:$305.6K

% of Portfolio:0.0% ($305.6K/$4.0B)

TOYOTA MOTOR CORP/

TM|892331307

Shares:1.7K

Value:$302.7K

% of Portfolio:0.0% ($302.7K/$4.0B)

78470E106

Shares:7.0K

Value:$302.4K

% of Portfolio:0.0% ($302.4K/$4.0B)

Unity Software Inc.

U|91332U101

Shares:15.4K

Value:$301.6K

% of Portfolio:0.0% ($301.6K/$4.0B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:2.7K

Value:$296.3K

% of Portfolio:0.0% ($296.3K/$4.0B)

SOUTHERN CO

SO|842587107

Shares:3.2K

Value:$295.7K

% of Portfolio:0.0% ($295.7K/$4.0B)

45259A886

Shares:11.6K

Value:$293.0K

% of Portfolio:0.0% ($293.0K/$4.0B)

Fortive Corp

FTV|34959J108

Shares:4.0K

Value:$291.8K

% of Portfolio:0.0% ($291.8K/$4.0B)

Coterra Energy Inc.

CTRA|127097103

Shares:10.1K

Value:$290.9K

% of Portfolio:0.0% ($290.9K/$4.0B)

381430503

GSLC|381430503

Shares:2.6K

Value:$290.6K

% of Portfolio:0.0% ($290.6K/$4.0B)

Cheniere Energy, Inc.

LNG|16411R208

Shares:1.3K

Value:$289.3K

% of Portfolio:0.0% ($289.3K/$4.0B)

Haleon plc

HLN|405552100

Shares:27.8K

Value:$286.1K

% of Portfolio:0.0% ($286.1K/$4.0B)

Brookfield Infrastructure Partners L.P.

BIP|G16252101

Shares:9.6K

Value:$286.0K

% of Portfolio:0.0% ($286.0K/$4.0B)

CRH PUBLIC LTD CO

CRH|G25508105

Shares:3.2K

Value:$283.7K

% of Portfolio:0.0% ($283.7K/$4.0B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.2K

Value:$281.5K

% of Portfolio:0.0% ($281.5K/$4.0B)

ONEOK INC /NEW/

OKE|682680103

Shares:2.8K

Value:$276.0K

% of Portfolio:0.0% ($276.0K/$4.0B)

808524102

SCHB|808524102

Shares:12.6K

Value:$271.9K

% of Portfolio:0.0% ($271.9K/$4.0B)

VERISIGN INC/CA

VRSN|92343E102

Shares:1.1K

Value:$271.9K

% of Portfolio:0.0% ($271.9K/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Axos Financial, Inc.(AXcusip05465C100)	4.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$307.1K	0.0% ($307.1K/$4.0B)	QoQ -7.63% (-$25.4K) YoY +19.39% (+$49.9K)
LABCORP HOLDINGS INC.(LHcusip504922105)	1.3K	QoQ -1.93% (-26) YoY NEW(+1.3K)	All Managers (Combined)	$306.1K	0.0% ($306.1K/$4.0B)	QoQ -0.47% (-$1.5K) YoY NEW(+$306.1K)
(cusip316092808)✕	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$305.6K	0.0% ($305.6K/$4.0B)	QoQ NEW(+$305.6K) YoY NEW(+$305.6K)
TOYOTA MOTOR CORP/(TMcusip892331307)	1.7K	QoQ +4.00% (-66) YoY NEW(+1.7K)	All Managers (Combined)	$302.7K	0.0% ($302.7K/$4.0B)	QoQ -5.68% (-$18.3K) YoY NEW(+$302.7K)
(cusip78470E106)✕	7.0K	QoQ -6.33% (-476) YoY -2.10% (-151)	All Managers (Combined)	$302.4K	0.0% ($302.4K/$4.0B)	QoQ +1.07% (-$3.2K) YoY +1.13% (-$3.4K)
Unity Software Inc.(Ucusip91332U101)	15.4K	QoQ -77.76% (-53.8K) YoY NEW(+15.4K)	All Managers (Combined)	$301.6K	0.0% ($301.6K/$4.0B)	QoQ -80.61% (-$1.3M) YoY NEW(+$301.6K)
CONSOLIDATED EDISON INC(EDcusip209115104)	2.7K	QoQ +11.53% (+277) YoY NEW(+2.7K)	All Managers (Combined)	$296.3K	0.0% ($296.3K/$4.0B)	QoQ +38.23% (+$81.9K) YoY NEW(+$296.3K)
SOUTHERN CO(SOcusip842587107)	3.2K	QoQ +1.64% (+52) YoY NEW(+3.2K)	All Managers (Combined)	$295.7K	0.0% ($295.7K/$4.0B)	QoQ +13.53% (+$35.3K) YoY NEW(+$295.7K)
(cusip45259A886)✕	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$293.0K	0.0% ($293.0K/$4.0B)	QoQ NEW(+$293.0K) YoY NEW(+$293.0K)
Fortive Corp(FTVcusip34959J108)	4.0K	QoQ 0.00% (-0) YoY NEW(+4.0K)	All Managers (Combined)	$291.8K	0.0% ($291.8K/$4.0B)	QoQ -2.42% (-$7.3K) YoY NEW(+$291.8K)
Coterra Energy Inc.(CTRAcusip127097103)	10.1K	QoQ -1.06% (-108) YoY -27.61% (-3.8K)	All Managers (Combined)	$290.9K	0.0% ($290.9K/$4.0B)	QoQ +11.95% (-$31.1K) YoY -24.96% (-$96.8K)
(GSLCcusip381430503)	2.6K	QoQ 0.00% (-0) YoY -17.50% (-560)	All Managers (Combined)	$290.6K	0.0% ($290.6K/$4.0B)	QoQ -4.42% (-$13.5K) YoY -12.50% (-$41.5K)
Cheniere Energy, Inc.(LNGcusip16411R208)	1.3K	QoQ -5.94% (-79) YoY -37.21% (-741)	All Managers (Combined)	$289.3K	0.0% ($289.3K/$4.0B)	QoQ +1.29% (-$3.7K) YoY -9.92% (-$31.9K)
Haleon plc(HLNcusip405552100)	27.8K	QoQ -2.24% (-639) YoY +3.32% (+894)	All Managers (Combined)	$286.1K	0.0% ($286.1K/$4.0B)	QoQ +5.43% (-$14.8K) YoY +25.23% (+$57.6K)
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	9.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$286.0K	0.0% ($286.0K/$4.0B)	QoQ -6.29% (-$19.2K) YoY -4.54% (-$13.6K)
CRH PUBLIC LTD CO(CRHcusipG25508105)	3.2K	QoQ -0.61% (-20) YoY +21.01% (+560)	All Managers (Combined)	$283.7K	0.0% ($283.7K/$4.0B)	QoQ -5.50% (-$16.5K) YoY +23.41% (+$53.8K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.2K	QoQ -10.48% (-136) YoY -4.20% (-51)	All Managers (Combined)	$281.5K	0.0% ($281.5K/$4.0B)	QoQ -4.00% (-$11.7K) YoY +13.37% (-$33.2K)
ONEOK INC /NEW/(OKEcusip682680103)	2.8K	QoQ NEW(+2.8K) YoY -48.97% (-2.7K)	All Managers (Combined)	$276.0K	0.0% ($276.0K/$4.0B)	QoQ NEW(+$276.0K) YoY -36.84% (-$161.1K)
(SCHBcusip808524102)	12.6K	QoQ 0.00% (-0) YoY +200.00% (+8.4K)	All Managers (Combined)	$271.9K	0.0% ($271.9K/$4.0B)	QoQ -5.15% (-$14.8K) YoY +5.79% (+$14.9K)
VERISIGN INC/CA(VRSNcusip92343E102)	1.1K	QoQ +2.78% (+29) YoY NEW(+1.1K)	All Managers (Combined)	$271.9K	0.0% ($271.9K/$4.0B)	QoQ +26.08% (+$56.2K) YoY NEW(+$271.9K)