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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CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:673

Value:$237.4K

% of Portfolio:0.0% ($237.4K/$4.0B)

33939L100

Shares:1.1K

Value:$234.5K

% of Portfolio:0.0% ($234.5K/$4.0B)

CIENA CORP

CIEN|171779309

Shares:3.9K

Value:$233.5K

% of Portfolio:0.0% ($233.5K/$4.0B)

MONARCH CASINO & RESORT INC

MCRI|609027107

Shares:3.0K

Value:$233.3K

% of Portfolio:0.0% ($233.3K/$4.0B)

78464A409

SPYG|78464A409

Shares:2.9K

Value:$229.9K

% of Portfolio:0.0% ($229.9K/$4.0B)

Unum Group

UNM|91529Y106

Shares:2.8K

Value:$229.8K

% of Portfolio:0.0% ($229.8K/$4.0B)

CF Industries Holdings, Inc.

CF|125269100

Shares:2.9K

Value:$227.9K

% of Portfolio:0.0% ($227.9K/$4.0B)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:14.7K

Value:$226.8K

% of Portfolio:0.0% ($226.8K/$4.0B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:2.8K

Value:$224.9K

% of Portfolio:0.0% ($224.9K/$4.0B)

FLAGSTAR FINANCIAL, INC.

FLG|649445400

Shares:19.3K

Value:$223.9K

% of Portfolio:0.0% ($223.9K/$4.0B)

808524201

SCHX|808524201

Shares:10.0K

Value:$220.0K

% of Portfolio:0.0% ($220.0K/$4.0B)

Targa Resources Corp.

TRGP|87612G101

Shares:1.1K

Value:$219.9K

% of Portfolio:0.0% ($219.9K/$4.0B)

81369Y100

XLB|81369Y100

Shares:2.5K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$4.0B)

UBS Group AG

UBS|H42097107

Shares:7.1K

Value:$216.1K

% of Portfolio:0.0% ($216.1K/$4.0B)

78464A508

SPYV|78464A508

Shares:4.2K

Value:$215.5K

% of Portfolio:0.0% ($215.5K/$4.0B)

Solventum Corp

SOLV|83444M101

Shares:2.8K

Value:$215.0K

% of Portfolio:0.0% ($215.0K/$4.0B)

ROYAL BANK OF CANADA

RY|780087102

Shares:1.9K

Value:$214.7K

% of Portfolio:0.0% ($214.7K/$4.0B)

Howmet Aerospace Inc.

HWM|443201108

Shares:1.6K

Value:$213.4K

% of Portfolio:0.0% ($213.4K/$4.0B)

TRI-CONTINENTAL Corp

TY|895436103

Shares:6.9K

Value:$212.5K

% of Portfolio:0.0% ($212.5K/$4.0B)

464287523

Shares:1.1K

Value:$211.7K

% of Portfolio:0.0% ($211.7K/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	673	QoQ NEW(+673) YoY -20.07% (-169)	All Managers (Combined)	$237.4K	0.0% ($237.4K/$4.0B)	QoQ NEW(+$237.4K) YoY -12.04% (-$32.5K)
(cusip33939L100)✕	1.1K	QoQ -46.07% (-974) YoY -46.07% (-974)	All Managers (Combined)	$234.5K	0.0% ($234.5K/$4.0B)	QoQ -48.62% (-$222.0K) YoY -44.07% (-$184.9K)
CIENA CORP(CIENcusip171779309)	3.9K	QoQ 0.00% (-0) YoY NEW(+3.9K)	All Managers (Combined)	$233.5K	0.0% ($233.5K/$4.0B)	QoQ -28.74% (-$94.2K) YoY NEW(+$233.5K)
MONARCH CASINO & RESORT INC(MCRIcusip609027107)	3.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$233.3K	0.0% ($233.3K/$4.0B)	QoQ -1.45% (-$3.5K) YoY +3.68% (+$8.3K)
(SPYGcusip78464A409)	2.9K	QoQ 0.00% (-0) YoY NEW(+2.9K)	All Managers (Combined)	$229.9K	0.0% ($229.9K/$4.0B)	QoQ -8.56% (-$21.5K) YoY NEW(+$229.9K)
Unum Group(UNMcusip91529Y106)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$229.8K	0.0% ($229.8K/$4.0B)	QoQ NEW(+$229.8K) YoY NEW(+$229.8K)
CF Industries Holdings, Inc.(CFcusip125269100)	2.9K	QoQ -2.01% (-60) YoY +5.65% (-156)	All Managers (Combined)	$227.9K	0.0% ($227.9K/$4.0B)	QoQ -10.25% (-$26.0K) YoY -0.76% (-$1.8K)
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	14.7K	QoQ +35.88% (+3.9K) YoY NEW(+14.7K)	All Managers (Combined)	$226.8K	0.0% ($226.8K/$4.0B)	QoQ +44.98% (+$70.4K) YoY NEW(+$226.8K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	2.8K	QoQ -24.95% (-927) YoY -34.01% (-1.4K)	All Managers (Combined)	$224.9K	0.0% ($224.9K/$4.0B)	QoQ -22.52% (-$65.4K) YoY -41.42% (-$159.1K)
FLAGSTAR FINANCIAL, INC.(FLGcusip649445400)	19.3K	QoQ 0.00% (+0) YoY NEW(+19.3K)	All Managers (Combined)	$223.9K	0.0% ($223.9K/$4.0B)	QoQ +24.54% (+$44.1K) YoY NEW(+$223.9K)
(SCHXcusip808524201)	10.0K	QoQ 0.00% (-0) YoY +187.03% (+6.5K)	All Managers (Combined)	$220.0K	0.0% ($220.0K/$4.0B)	QoQ -4.74% (-$11.0K) YoY +2.12% (+$4.6K)
Targa Resources Corp.(TRGPcusip87612G101)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$219.9K	0.0% ($219.9K/$4.0B)	QoQ NEW(+$219.9K) YoY NEW(+$219.9K)
(XLBcusip81369Y100)	2.5K	QoQ NEW(+2.5K) YoY +13.71% (+304)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$4.0B)	QoQ NEW(+$216.8K) YoY +5.25% (+$10.8K)
UBS Group AG(UBScusipH42097107)	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$216.1K	0.0% ($216.1K/$4.0B)	QoQ NEW(+$216.1K) YoY NEW(+$216.1K)
(SPYVcusip78464A508)	4.2K	QoQ 0.00% (-0) YoY NEW(+4.2K)	All Managers (Combined)	$215.5K	0.0% ($215.5K/$4.0B)	QoQ -0.13% (-$296) YoY NEW(+$215.5K)
Solventum Corp(SOLVcusip83444M101)	2.8K	QoQ -23.71% (-879) YoY NEW(+2.8K)	All Managers (Combined)	$215.0K	0.0% ($215.0K/$4.0B)	QoQ -12.18% (-$29.8K) YoY NEW(+$215.0K)
ROYAL BANK OF CANADA(RYcusip780087102)	1.9K	QoQ 0.00% (-0) YoY NEW(+1.9K)	All Managers (Combined)	$214.7K	0.0% ($214.7K/$4.0B)	QoQ -6.46% (-$14.8K) YoY NEW(+$214.7K)
Howmet Aerospace Inc.(HWMcusip443201108)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$213.4K	0.0% ($213.4K/$4.0B)	QoQ NEW(+$213.4K) YoY NEW(+$213.4K)
TRI-CONTINENTAL Corp(TYcusip895436103)	6.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$212.5K	0.0% ($212.5K/$4.0B)	QoQ -3.21% (-$7.1K) YoY -0.42% (-$900)
(cusip464287523)✕	1.1K	QoQ -2.59% (-30) YoY -5.06% (-60)	All Managers (Combined)	$211.7K	0.0% ($211.7K/$4.0B)	QoQ -14.94% (-$37.2K) YoY -20.92% (-$56.0K)