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 18 of 20

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46137V167

Shares:2.8K

Value:$271.9K

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

FASTENAL CO

FAST|311900104

Shares:3.5K

Value:$270.8K

% of Portfolio:0.0% ($270.8K/$4.0B)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:1.4K

Value:$269.9K

% of Portfolio:0.0% ($269.9K/$4.0B)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:19.4K

Value:$265.0K

% of Portfolio:0.0% ($265.0K/$4.0B)

TE Connectivity plc

TEL|G87052109

Shares:1.9K

Value:$262.3K

% of Portfolio:0.0% ($262.3K/$4.0B)

CLOROX CO /DE/

CLX|189054109

Shares:1.8K

Value:$262.0K

% of Portfolio:0.0% ($262.0K/$4.0B)

DOW INC.

DOW|260557103

Shares:7.4K

Value:$257.4K

% of Portfolio:0.0% ($257.4K/$4.0B)

Uber Technologies, Inc

UBER|90353T100

Shares:3.5K

Value:$257.2K

% of Portfolio:0.0% ($257.2K/$4.0B)

Sony Group Corp

SONY|835699307

Shares:10.1K

Value:$257.1K

% of Portfolio:0.0% ($257.1K/$4.0B)

EQUINIX INC

EQIX|29444U700

Shares:314

Value:$256.0K

% of Portfolio:0.0% ($256.0K/$4.0B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.8K

Value:$256.0K

% of Portfolio:0.0% ($256.0K/$4.0B)

DORCHESTER MINERALS, L.P.

DMLP|25820R105

Shares:8.4K

Value:$253.2K

% of Portfolio:0.0% ($253.2K/$4.0B)

Murphy USA Inc.

MUSA|626755102

Shares:533

Value:$250.4K

% of Portfolio:0.0% ($250.4K/$4.0B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:4.5K

Value:$247.4K

% of Portfolio:0.0% ($247.4K/$4.0B)

RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:2.1K

Value:$246.2K

% of Portfolio:0.0% ($246.2K/$4.0B)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:5.4K

Value:$243.3K

% of Portfolio:0.0% ($243.3K/$4.0B)

ICICI BANK LTD

IBN|45104G104

Shares:7.7K

Value:$243.2K

% of Portfolio:0.0% ($243.2K/$4.0B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:2.8K

Value:$241.8K

% of Portfolio:0.0% ($241.8K/$4.0B)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:655

Value:$241.4K

% of Portfolio:0.0% ($241.4K/$4.0B)

CUMMINS INC

CMI|231021106

Shares:759

Value:$237.9K

% of Portfolio:0.0% ($237.9K/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V167)✕	2.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$271.9K	0.0% ($271.9K/$4.0B)	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	0.0% ($270.8K/$4.0B)	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	0.0% ($269.9K/$4.0B)	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	0.0% ($265.0K/$4.0B)	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	0.0% ($262.3K/$4.0B)	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	0.0% ($262.0K/$4.0B)	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	0.0% ($257.4K/$4.0B)	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	0.0% ($257.2K/$4.0B)	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	0.0% ($257.1K/$4.0B)	QoQ NEW(+$257.1K) YoY NEW(+$257.1K)
EQUINIX INC(EQIXcusip29444U700)	314	QoQ NEW(+314) YoY NEW(+314)	All Managers (Combined)	$256.0K	0.0% ($256.0K/$4.0B)	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	0.0% ($256.0K/$4.0B)	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	0.0% ($253.2K/$4.0B)	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	0.0% ($250.4K/$4.0B)	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	0.0% ($247.4K/$4.0B)	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	0.0% ($246.2K/$4.0B)	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	0.0% ($243.3K/$4.0B)	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	0.0% ($243.2K/$4.0B)	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	0.0% ($241.8K/$4.0B)	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	0.0% ($241.4K/$4.0B)	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	0.0% ($237.9K/$4.0B)	QoQ -11.13% (-$29.8K) YoY -8.97% (-$23.5K)