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 2 of 20

Sort by:

ABBOTT LABORATORIES

ABT|002824100

Shares:232.0K

Value:$30.8M

% of Portfolio:0.8% ($30.8M/$4.0B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:246.9K

Value:$30.1M

% of Portfolio:0.7% ($30.1M/$4.0B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:122.3K

Value:$30.0M

% of Portfolio:0.7% ($30.0M/$4.0B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:121.8K

Value:$29.7M

% of Portfolio:0.7% ($29.7M/$4.0B)

Walmart Inc.

WMT|931142103

Shares:331.9K

Value:$29.1M

% of Portfolio:0.7% ($29.1M/$4.0B)

Mastercard Inc

MA|57636Q104

Shares:50.1K

Value:$27.4M

% of Portfolio:0.7% ($27.4M/$4.0B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:51.0K

Value:$26.7M

% of Portfolio:0.7% ($26.7M/$4.0B)

922908769

VTI|922908769

Shares:96.7K

Value:$26.6M

% of Portfolio:0.7% ($26.6M/$4.0B)

ELI LILLY & Co

LLY|532457108

Shares:31.3K

Value:$25.8M

% of Portfolio:0.6% ($25.8M/$4.0B)

Waste Connections, Inc.

WCN|94106B101

Shares:105.4K

Value:$20.6M

% of Portfolio:0.5% ($20.6M/$4.0B)

PEPSICO INC

PEP|713448108

Shares:134.5K

Value:$20.2M

% of Portfolio:0.5% ($20.2M/$4.0B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:113.3K

Value:$18.8M

% of Portfolio:0.5% ($18.8M/$4.0B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:66.4K

Value:$18.8M

% of Portfolio:0.5% ($18.8M/$4.0B)

921943858

VEA|921943858

Shares:360.2K

Value:$18.3M

% of Portfolio:0.5% ($18.3M/$4.0B)

Meta Platforms, Inc.

META|30303M102

Shares:28.4K

Value:$16.4M

% of Portfolio:0.4% ($16.4M/$4.0B)

ADOBE INC.

ADBE|00724F101

Shares:42.0K

Value:$16.1M

% of Portfolio:0.4% ($16.1M/$4.0B)

LINDE PLC

LIN|G54950103

Shares:33.8K

Value:$15.7M

% of Portfolio:0.4% ($15.7M/$4.0B)

AbbVie Inc.

ABBV|00287Y109

Shares:68.7K

Value:$14.4M

% of Portfolio:0.4% ($14.4M/$4.0B)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:147.0K

Value:$14.3M

% of Portfolio:0.4% ($14.3M/$4.0B)

MSCI Inc.

MSCI|55354G100

Shares:25.0K

Value:$14.1M

% of Portfolio:0.4% ($14.1M/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ABBOTT LABORATORIES(ABTcusip002824100)	232.0K	QoQ +12.26% (+25.3K) YoY +32.15% (+56.5K)	All Managers (Combined)	$30.8M	0.8% ($30.8M/$4.0B)	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	0.7% ($30.1M/$4.0B)	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	0.7% ($30.0M/$4.0B)	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	0.7% ($29.7M/$4.0B)	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	0.7% ($29.1M/$4.0B)	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	0.7% ($27.4M/$4.0B)	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	0.7% ($26.7M/$4.0B)	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	0.7% ($26.6M/$4.0B)	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	0.6% ($25.8M/$4.0B)	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	0.5% ($20.6M/$4.0B)	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	0.5% ($20.2M/$4.0B)	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	0.5% ($18.8M/$4.0B)	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	0.5% ($18.8M/$4.0B)	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	0.5% ($18.3M/$4.0B)	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	0.4% ($16.4M/$4.0B)	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	0.4% ($16.1M/$4.0B)	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	0.4% ($15.7M/$4.0B)	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	0.4% ($14.4M/$4.0B)	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	0.4% ($14.3M/$4.0B)	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	0.4% ($14.1M/$4.0B)	QoQ +30.12% (+$3.3M) YoY NEW(+$14.1M)