Choate Investment Advisors

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1399794 BOSTON, MA

Position in CRWD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$763,903

+$384,425 QoQ

Shares Held

4,004

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,250

of 2,437 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Technology · as of Jun 30, 2026

Choate Investment Advisors holds $140,505,364 across 13 Software - Infrastructure names. CRWD ranks #8 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	319,518	$119,186,604
2	PANW	Palo Alto Networks Inc	16,285	$5,553,510
3	FTNT	Fortinet, Inc.	28,697	$4,408,433
4	ORCL	Oracle Corp	29,897	$4,381,405
5	PRGS	Progress Software Corp /Ma	61,948	$2,080,213
6	CPAY	Corpay, Inc.	4,511	$1,503,380
7	IOT	Samsara Inc.	25,946	$841,428
8	CRWD	CrowdStrike Holdings, Inc. This page	4,004	$763,903

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$763,903	1,001	+3.0%	Shares	Sole	2026-08-11
2026-03-31	$379,478	972	-4.3%	Shares	Sole	2026-05-13
2025-12-31	$476,260	1,016	-0.2%	Shares	Sole	2026-02-09
2025-09-30	$499,206	1,018	+57.1%	Shares	Sole	2025-11-10
2025-06-30	$330,032	648	-3.7%	Shares	Sole	2025-08-12
2025-03-31	$237,286	673	+8.4%	Shares	Sole	2025-05-14
2024-06-30	$237,960	621	-26.2%	Shares	Sole	2024-08-08
2024-03-31	$269,936	842	-18.1%	Shares	Sole	2024-05-07
2023-12-31	$262,468	1,028	-14.5%	Shares	Sole	2024-02-14
2022-06-30	$202,777	1,203	0.0%	Shares	Sole	2022-08-11
2022-03-31	$273,177	1,203	+2.3%	Shares	Sole	2022-04-29
2021-12-31	$240,786	1,176	0.0%	Shares	Sole	2022-02-07
2021-09-30	$289,037	1,176	0.0%	Shares	Sole	2021-11-04
2021-06-30	$295,540	1,176	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.