Position in ORCL
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$34,416,241
-$1,206,886 QoQ
Shares Held
234,843
-3.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#335
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $170,820,769 across 8 Software - Infrastructure names. ORCL ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
298,885 | $111,490,082 | |
| 2 | ORCL |
Oracle Corp
This page
|
234,843 | $34,416,241 | |
| 3 | CPAY |
Corpay, Inc.
|
49,596 | $16,528,858 | |
| 4 | AKAM |
Akamai Technologies Inc
|
55,894 | $6,607,229 | |
| 5 | NTAP |
NetApp, Inc.
|
5,120 | $792,371 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,444 | $466,278 | |
| 7 | PANW |
Palo Alto Networks Inc
|
819 | $279,295 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,565 | $240,415 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,416,241 | 234,843 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $35,623,127 | 242,153 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $48,424,414 | 248,445 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $71,903,787 | 255,667 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $58,401,538 | 267,125 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $37,747,861 | 269,994 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $44,914,979 | 269,533 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $46,164,597 | 270,919 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $38,749,233 | 274,428 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $34,558,200 | 275,123 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $30,710,493 | 291,288 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $31,596,783 | 298,308 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $36,015,912 | 302,426 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $28,854,447 | 310,530 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $26,564,600 | 324,989 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $20,201,467 | 330,792 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $24,028,432 | 343,902 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $28,624,497 | 345,999 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $32,983,258 | 378,205 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $33,428,121 | 383,658 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $30,898,198 | 396,945 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $28,526,841 | 406,539 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $26,103,450 | 403,516 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $24,815,857 | 415,676 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $23,224,951 | 420,209 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $20,374,671 | 421,574 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||