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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CrowdStrike Holdings, Inc.

CRWD|22788C105

673

Value:

$237.4M

33939L100

1140(-46.1%)

Value:

$234.5M(-48.6%)

CIENA CORP

CIEN|171779309

3864(+0.0%)

Value:

$233.5M(-28.7%)

MONARCH CASINO & RESORT INC

MCRI|609027107

3000(+0.0%)

Value:

$233.3M(-1.4%)

78464A409

SPYG|78464A409

2861(+0.0%)

Value:

$229.9M(-8.6%)

Unum Group

UNM|91529Y106

2821

Value:

$229.8M

CF Industries Holdings, Inc.

CF|125269100

2916(-2.0%)

Value:

$227.9M(-10.3%)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

14672(+35.9%)

Value:

$226.8M(+45.0%)

GE HealthCare Technologies Inc.

GEHC|36266G107

2787(-24.9%)

Value:

$224.9M(-22.5%)

FLAGSTAR FINANCIAL, INC.

FLG|649445400

19266(+0.0%)

Value:

$223.9M(+24.5%)

808524201

SCHX|808524201

9963(+0.0%)

Value:

$220.0M(-4.7%)

Targa Resources Corp.

TRGP|87612G101

1097

Value:

$219.9M

81369Y100

XLB|81369Y100

2521

Value:

$216.8M

UBS Group AG

UBS|H42097107

7077

Value:

$216.1M

78464A508

SPYV|78464A508

4219(+0.0%)

Value:

$215.5M(-0.1%)

Solventum Corp

SOLV|83444M101

2828(-23.7%)

Value:

$215.0M(-12.2%)

ROYAL BANK OF CANADA

RY|780087102

1905(+0.0%)

Value:

$214.7M(-6.5%)

Howmet Aerospace Inc.

HWM|443201108

1645

Value:

$213.4M

TRI-CONTINENTAL Corp

TY|895436103

6928(+0.0%)

Value:

$212.5M(-3.2%)

464287523

1125(-2.6%)

Value:

$211.7M(-14.9%)

Instrument	Shares		Other Manager	Value
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	673	QoQ NEW(+673) YoY -20.07% (-169)	All Managers (Combined)	$237.4K	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	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	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	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	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	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	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	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	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	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	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	QoQ NEW(+$219.9K) YoY NEW(+$219.9K)
(XLBcusip81369Y100)	2.5K	QoQ NEW(+2.5K) YoY +13.71% (+304)	All Managers (Combined)	$216.8K	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	QoQ NEW(+$216.1K) YoY NEW(+$216.1K)
(SPYVcusip78464A508)	4.2K	QoQ 0.00% (-0) YoY NEW(+4.2K)	All Managers (Combined)	$215.5K	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	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	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	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	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	QoQ -14.94% (-$37.2K) YoY -20.92% (-$56.0K)