Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$119,186,604
-$1,002,412 QoQ
Shares Held
319,518
-1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.66%
of 13F equity value
Holder Rank
#676
of 6,233 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Choate Investment Advisors holds $140,505,364 across 13 Software - Infrastructure names. MSFT ranks #1 (84.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
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.
|
4,004 | $763,903 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,186,604 | 319,518 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $120,189,016 | 324,686 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $157,354,472 | 325,368 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $168,261,754 | 324,861 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $158,922,992 | 319,501 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $115,955,343 | 308,893 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $128,581,947 | 305,058 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $127,889,463 | 297,210 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $132,412,066 | 296,257 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $130,507,344 | 310,200 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $114,336,842 | 304,055 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $62,818,146 | 198,949 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $55,342,858 | 162,515 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $43,442,773 | 150,686 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $35,977,556 | 150,019 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $34,903,791 | 149,866 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,322,278 | 145,319 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $46,189,154 | 149,814 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $44,560,382 | 132,494 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $38,061,455 | 135,008 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $38,750,619 | 143,044 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $34,939,227 | 148,192 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $32,806,505 | 147,498 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $27,462,157 | 130,567 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $22,365,749 | 109,900 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $17,509,752 | 111,025 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||