Position in ORCL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,462,140
-$245,716 QoQ
Shares Held
30,332
+25.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Choate Investment Advisors holds $135,304,580 across 13 Software - Infrastructure names. ORCL ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
324,686 | $120,189,016 | |
| 2 | ORCL |
Oracle Corp
This page
|
30,332 | $4,462,140 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,235 | $2,602,795 | |
| 4 | FTNT |
Fortinet, Inc.
|
28,679 | $2,343,647 | |
| 5 | PRGS |
Progress Software Corp /Ma
|
61,948 | $1,588,966 | |
| 6 | CPAY |
Corpay, Inc.
|
4,511 | $1,312,655 | |
| 7 | IOT |
Samsara Inc.
|
25,946 | $822,228 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
3,249 | $475,263 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,462,140 | 30,332 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,707,856 | 24,154 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,842,185 | 31,440 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,964,240 | 31,854 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,285,595 | 30,653 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,379,312 | 38,282 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,040,509 | 35,449 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,925,762 | 34,885 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,440,941 | 35,355 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,449,462 | 42,203 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,867,254 | 27,070 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,963,554 | 24,885 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,494,060 | 16,079 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,318,220 | 16,127 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $984,875 | 16,127 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,224,611 | 17,527 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,361,570 | 16,458 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,435,302 | 16,458 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,431,894 | 16,434 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,279,222 | 16,434 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,323,897 | 18,867 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,105,422 | 17,088 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,020,153 | 17,088 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $926,767 | 16,768 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $810,397 | 16,768 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||