Choate Investment Advisors

Position in FTNT — Fortinet, Inc.

CIK 1399794 BOSTON, MA

Position in FTNT

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

Position Value

$4,408,433

+$2,064,786 QoQ

Shares Held

28,697

+0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#471

of 1,571 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Jun 30, 2026

Choate Investment Advisors holds $140,505,364 across 13 Software - Infrastructure names. FTNT ranks #3 (3.1% 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. This page	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.	4,004	$763,903

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,408,433	28,697	+0.1%	Shares	Sole	2026-08-11
2026-03-31	$2,343,647	28,679	-1.5%	Shares	Sole	2026-05-13
2025-12-31	$2,310,989	29,102	+303.5%	Shares	Sole	2026-02-09
2025-09-30	$606,384	7,212	+74.1%	Shares	Sole	2025-11-10
2025-06-30	$437,892	4,142	+0.4%	Shares	Sole	2025-08-12
2025-03-31	$397,072	4,125	0.0%	Shares	Sole	2025-05-14
2024-12-31	$389,730	4,125	+9.2%	Shares	Sole	2025-02-10
2024-09-30	$292,828	3,776	+2.5%	Shares	Sole	2024-11-13
2024-06-30	$222,094	3,685	-3.7%	Shares	Sole	2024-08-08
2024-03-31	$261,422	3,827	-7.6%	Shares	Sole	2024-05-07
2023-12-31	$242,431	4,142	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.