Position in ORCL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$385,279
+$734 QoQ
Shares Held
2,629
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,606
of 3,472 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SCHMIDT P J INVESTMENT MANAGEMENT INC holds $37,073,650 across 5 Software - Infrastructure names. ORCL ranks #5 (1.0% of the industry book) .
All Filings in ORCL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,279 | 2,629 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $384,545 | 2,614 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $458,818 | 2,354 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $551,230 | 1,960 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $428,514 | 1,960 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $265,639 | 1,900 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $316,616 | 1,900 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $323,760 | 1,900 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $268,280 | 1,900 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $244,939 | 1,950 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $205,588 | 1,950 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $201,248 | 1,900 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $226,271 | 1,900 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||