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

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46137V167

2750(+0.0%)

Value:

$271.9M(-11.2%)

FASTENAL CO

FAST|311900104

3492(-1.2%)

Value:

$270.8M(+6.5%)

PACKAGING CORP OF AMERICA

PKG|695156109

1363(+7.9%)

Value:

$269.9M(-5.1%)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

19439(-0.4%)

Value:

$265.0M(+15.8%)

TE Connectivity plc

TEL|G87052109

1856(-58.3%)

Value:

$262.3M(-58.8%)

CLOROX CO /DE/

CLX|189054109

1780(-2.4%)

Value:

$262.0M(-11.5%)

DOW INC.

DOW|260557103

7371(-0.7%)

Value:

$257.4M(-13.6%)

Uber Technologies, Inc

UBER|90353T100

3530

Value:

$257.2M

Sony Group Corp

SONY|835699307

10125

Value:

$257.1M

EQUINIX INC

EQIX|29444U700

314

Value:

$256.0M

KIMBERLY CLARK CORP

KMB|494368103

1800(-66.4%)

Value:

$256.0M(-63.5%)

DORCHESTER MINERALS, L.P.

DMLP|25820R105

8418(+0.0%)

Value:

$253.2M(-9.8%)

Murphy USA Inc.

MUSA|626755102

533(+2.7%)

Value:

$250.4M(-3.8%)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

4490(-5.3%)

Value:

$247.4M(-1.6%)

RPM INTERNATIONAL INC/DE/

RPM|749685103

2128(-0.9%)

Value:

$246.2M(-6.8%)

Affirm Holdings, Inc.

AFRM|00827B106

5384(+0.0%)

Value:

$243.3M(-25.8%)

ICICI BANK LTD

IBN|45104G104

7717(-3.0%)

Value:

$243.2M(+2.4%)

MICRON TECHNOLOGY INC

MU|595112103

2783(+1.8%)

Value:

$241.8M(+5.1%)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

655(+2.5%)

Value:

$241.4M(+10.2%)

CUMMINS INC

CMI|231021106

759(-1.2%)

Value:

$237.9M(-11.1%)

Instrument	Shares		Other Manager	Value
(cusip46137V167)✕	2.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$271.9K	QoQ -11.23% (-$34.4K) YoY -8.05% (-$23.8K)
Fastenal Co(FASTcusip311900104)	3.5K	QoQ -1.24% (-44) YoY NEW(+3.5K)	All Managers (Combined)	$270.8K	QoQ +6.50% (-$16.5K) YoY NEW(+$270.8K)
Packaging Corp Of America(PKGcusip695156109)	1.4K	QoQ +7.91% (-100) YoY +12.27% (+149)	All Managers (Combined)	$269.9K	QoQ -5.07% (-$14.4K) YoY +17.14% (+$39.5K)
Mitsubishi Ufj Financial Group Inc(MUFGcusip606822104)	19.4K	QoQ -0.38% (-76) YoY NEW(+19.4K)	All Managers (Combined)	$265.0K	QoQ +15.84% (-$36.2K) YoY NEW(+$265.0K)
Te Connectivity Plc(TELcusipG87052109)	1.9K	QoQ -58.29% (-2.6K) YoY NEW(+1.9K)	All Managers (Combined)	$262.3K	QoQ -58.77% (-$373.9K) YoY NEW(+$262.3K)
Clorox Co /De/(CLXcusip189054109)	1.8K	QoQ -2.41% (-44) YoY +3.42% (-59)	All Managers (Combined)	$262.0K	QoQ -11.52% (-$34.1K) YoY -0.55% (-$1.5K)
Dow Inc.(DOWcusip260557103)	7.4K	QoQ -0.74% (-55) YoY -10.89% (-901)	All Managers (Combined)	$257.4K	QoQ -13.62% (-$40.6K) YoY -46.28% (-$221.8K)
Uber Technologies, Inc(UBERcusip90353T100)	3.5K	QoQ NEW(+3.5K) YoY -34.89% (-1.9K)	All Managers (Combined)	$257.2K	QoQ NEW(+$257.2K) YoY -38.38% (-$160.3K)
Sony Group Corp(SONYcusip835699307)	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$257.1K	QoQ NEW(+$257.1K) YoY NEW(+$257.1K)
Equinix Inc(EQIXcusip29444U700)	314	QoQ NEW(+314) YoY NEW(+314)	All Managers (Combined)	$256.0K	QoQ NEW(+$256.0K) YoY NEW(+$256.0K)
Kimberly Clark Corp(KMBcusip494368103)	1.8K	QoQ -66.41% (-3.6K) YoY +1.63% (+29)	All Managers (Combined)	$256.0K	QoQ -63.55% (-$446.4K) YoY +11.75% (+$26.9K)
Dorchester Minerals, L.P.(DMLPcusip25820R105)	8.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$253.2K	QoQ -9.75% (-$27.4K) YoY -10.79% (-$30.6K)
Murphy Usa Inc.(MUSAcusip626755102)	533	QoQ +2.69% (-14) YoY +2.69% (+14)	All Managers (Combined)	$250.4K	QoQ -3.83% (-$10.0K) YoY +15.09% (+$32.8K)
Tractor Supply Co /De/(TSCOcusip892356106)	4.5K	QoQ -5.27% (-250) YoY +376.64% (+3.5K)	All Managers (Combined)	$247.4K	QoQ -1.63% (-$4.1K) YoY +0.34% (+$859)
Rpm International Inc/De/(RPMcusip749685103)	2.1K	QoQ -0.88% (-19) YoY -31.96% (-1.0K)	All Managers (Combined)	$246.2K	QoQ -6.82% (-$18.0K) YoY -33.83% (-$125.9K)
Affirm Holdings, Inc.(AFRMcusip00827B106)	5.4K	QoQ 0.00% (-0) YoY NEW(+5.4K)	All Managers (Combined)	$243.3K	QoQ -25.79% (-$84.6K) YoY NEW(+$243.3K)
Icici Bank Ltd(IBNcusip45104G104)	7.7K	QoQ -2.96% (-236) YoY 0.00% (+0)	All Managers (Combined)	$243.2K	QoQ +2.42% (-$5.8K) YoY +19.34% (+$39.4K)
Micron Technology Inc(MUcusip595112103)	2.8K	QoQ +1.82% (+50) YoY +61.70% (+1.1K)	All Managers (Combined)	$241.8K	QoQ +5.13% (+$11.8K) YoY +19.17% (+$38.9K)
Charter Communications, Inc. /Mo/(CHTRcusip16119P108)	655	QoQ +2.50% (+16) YoY NEW(+655)	All Managers (Combined)	$241.4K	QoQ +10.20% (+$22.4K) YoY NEW(+$241.4K)
Cummins Inc(CMIcusip231021106)	759	QoQ -1.17% (-9) YoY -14.43% (-128)	All Managers (Combined)	$237.9K	QoQ -11.13% (-$29.8K) YoY -8.97% (-$23.5K)