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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ABBOTT LABORATORIES

ABT|002824100

231989(+12.3%)

Value:

$30.8B(+31.6%)

TJX COMPANIES INC /DE/

TJX|872540109

246940(+7.8%)

Value:

$30.1B(+8.7%)

JPMORGAN CHASE & CO

JPM|46625H100

122301(-2.7%)

Value:

$30.0B(-0.4%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

121840(+0.1%)

Value:

$29.7B(+15.0%)

Walmart Inc.

WMT|931142103

331947(+10.1%)

Value:

$29.1B(+6.9%)

Mastercard Inc

MA|57636Q104

50053(+6.4%)

Value:

$27.4B(+10.8%)

UNITEDHEALTH GROUP INC

UNH|91324P102

50987(+8.6%)

Value:

$26.7B(+12.4%)

922908769

VTI|922908769

96701(-1.2%)

Value:

$26.6B(-6.3%)

ELI LILLY & Co

LLY|532457108

31294(+69.2%)

Value:

$25.8B(+81.1%)

Waste Connections, Inc.

WCN|94106B101

105437(+7.7%)

Value:

$20.6B(+22.5%)

PEPSICO INC

PEP|713448108

134518(-5.4%)

Value:

$20.2B(-6.7%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

113285(+9.6%)

Value:

$18.8B(-7.9%)

PROGRESSIVE CORP/OH/

PGR|743315103

66353(+21.4%)

Value:

$18.8B(+43.4%)

921943858

VEA|921943858

360164(-1.6%)

Value:

$18.3B(+4.5%)

Meta Platforms, Inc.

META|30303M102

28384(-0.2%)

Value:

$16.4B(-1.7%)

ADOBE INC.

ADBE|00724F101

42016(+20.1%)

Value:

$16.1B(+3.6%)

LINDE PLC

LIN|G54950103

33793(+14.5%)

Value:

$15.7B(+27.3%)

AbbVie Inc.

ABBV|00287Y109

68703(-4.3%)

Value:

$14.4B(+12.8%)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

147022(-1.2%)

Value:

$14.3B(-5.2%)

MSCI Inc.

MSCI|55354G100

24988(+38.1%)

Value:

$14.1B(+30.1%)

Instrument	Shares		Other Manager	Value
Abbott Laboratories(ABTcusip002824100)	232.0K	QoQ +12.26% (+25.3K) YoY +32.15% (+56.5K)	All Managers (Combined)	$30.8M	QoQ +31.65% (+$7.4M) YoY +54.24% (+$10.8M)
Tjx Companies Inc /De/(TJXcusip872540109)	246.9K	QoQ +7.83% (+17.9K) YoY +64.18% (+96.5K)	All Managers (Combined)	$30.1M	QoQ +8.69% (+$2.4M) YoY +97.17% (+$14.8M)
Jpmorgan Chase & Co(JPMcusip46625H100)	122.3K	QoQ -2.71% (-3.4K) YoY +4.97% (+5.8K)	All Managers (Combined)	$30.0M	QoQ -0.44% (-$134.0K) YoY +28.55% (+$6.7M)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	121.8K	QoQ +0.06% (+84) YoY +2406.99% (+117.0K)	All Managers (Combined)	$29.7M	QoQ +14.96% (+$3.9M) YoY +2870.10% (+$28.7M)
Walmart Inc.(WMTcusip931142103)	331.9K	QoQ +10.10% (+30.5K) YoY +55.52% (+118.5K)	All Managers (Combined)	$29.1M	QoQ +6.94% (+$1.9M) YoY +126.90% (+$16.3M)
Mastercard Inc(MAcusip57636Q104)	50.1K	QoQ +6.40% (+3.0K) YoY +66.84% (+20.1K)	All Managers (Combined)	$27.4M	QoQ +10.75% (+$2.7M) YoY +89.90% (+$13.0M)
Unitedhealth Group Inc(UNHcusip91324P102)	51.0K	QoQ +8.61% (+4.0K) YoY +91.36% (+24.3K)	All Managers (Combined)	$26.7M	QoQ +12.43% (+$3.0M) YoY +102.59% (+$13.5M)
(VTIcusip922908769)	96.7K	QoQ -1.20% (-1.2K) YoY -1.03% (-1.0K)	All Managers (Combined)	$26.6M	QoQ -6.31% (-$1.8M) YoY +4.65% (-$1.2M)
Eli Lilly & Co(LLYcusip532457108)	31.3K	QoQ +69.24% (+12.8K) YoY +59.51% (+11.7K)	All Managers (Combined)	$25.8M	QoQ +81.06% (+$11.6M) YoY +69.34% (+$10.6M)
Waste Connections, Inc.(WCNcusip94106B101)	105.4K	QoQ +7.74% (+7.6K) YoY +132.37% (+60.1K)	All Managers (Combined)	$20.6M	QoQ +22.49% (+$3.8M) YoY +163.69% (+$12.8M)
Pepsico Inc(PEPcusip713448108)	134.5K	QoQ -5.38% (-7.7K) YoY -6.53% (-9.4K)	All Managers (Combined)	$20.2M	QoQ -6.69% (-$1.4M) YoY -19.92% (-$5.0M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	113.3K	QoQ +9.58% (-9.9K) YoY +207.43% (+76.4K)	All Managers (Combined)	$18.8M	QoQ -7.88% (-$1.6M) YoY +275.10% (+$13.8M)
Progressive Corp/Oh/(PGRcusip743315103)	66.4K	QoQ +21.37% (+11.7K) YoY +1729.92% (+62.7K)	All Managers (Combined)	$18.8M	QoQ +43.35% (+$5.7M) YoY +2404.05% (+$18.0M)
(VEAcusip921943858)	360.2K	QoQ -1.64% (-6.0K) YoY +4.90% (+16.9K)	All Managers (Combined)	$18.3M	QoQ +4.55% (-$796.9K) YoY +6.28% (+$1.1M)
Meta Platforms, Inc.(METAcusip30303M102)	28.4K	QoQ -0.17% (-49) YoY +5.66% (+1.5K)	All Managers (Combined)	$16.4M	QoQ -1.73% (-$288.4K) YoY +25.42% (+$3.3M)
Adobe Inc.(ADBEcusip00724F101)	42.0K	QoQ +20.13% (+7.0K) YoY +455.84% (+34.5K)	All Managers (Combined)	$16.1M	QoQ +3.61% (+$562.2K) YoY +322.47% (+$12.3M)
Linde Plc(LINcusipG54950103)	33.8K	QoQ +14.51% (+4.3K) YoY +87.56% (+15.8K)	All Managers (Combined)	$15.7M	QoQ +27.33% (+$3.4M) YoY +88.09% (+$7.4M)
Abbvie Inc.(ABBVcusip00287Y109)	68.7K	QoQ -4.30% (-3.1K) YoY -0.22% (-158)	All Managers (Combined)	$14.4M	QoQ +12.83% (-$1.6M) YoY +14.79% (-$1.9M)
Canadian National Railway Co(CNIcusip136375102)	147.0K	QoQ -1.17% (-1.7K) YoY -4.90% (-7.6K)	All Managers (Combined)	$14.3M	QoQ -5.15% (-$778.8K) YoY -29.63% (-$6.0M)
Msci Inc.(MSCIcusip55354G100)	25.0K	QoQ +38.07% (+6.9K) YoY NEW(+25.0K)	All Managers (Combined)	$14.1M	QoQ +30.12% (+$3.3M) YoY NEW(+$14.1M)