Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,869,391
-$54,072 QoQ
Shares Held
12,756
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $114,366,106 across 8 Software - Infrastructure names. ORCL ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
143,994 | $53,712,641 | |
| 2 | PANW |
Palo Alto Networks Inc
|
135,164 | $46,093,627 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
39,561 | $4,615,581 | |
| 4 | SNPS |
Synopsys Inc
|
6,632 | $2,958,336 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
12,204 | $2,328,340 | |
| 6 | NN |
Nextnav Inc.
|
125,000 | $2,228,750 | |
| 7 | ORCL |
Oracle Corp
This page
|
12,756 | $1,869,391 | |
| 8 | INFQ |
Infleqtion, Inc.
|
42,000 | $559,440 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,869,391 | 12,756 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,923,463 | 13,075 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,751,349 | 14,116 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,031,575 | 14,335 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,177,131 | 14,532 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,015,640 | 14,417 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,334,126 | 14,007 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,472,333 | 14,509 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,083,970 | 14,759 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,326,297 | 18,520 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,079,185 | 19,721 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,169,559 | 20,483 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,193,161 | 18,416 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,786,479 | 19,226 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,802,285 | 22,049 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,329,066 | 21,763 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,520,510 | 21,762 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,800,370 | 21,762 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,932,748 | 22,162 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,985,257 | 22,785 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,855,238 | 23,834 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,687,448 | 24,048 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,688,603 | 26,103 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,768,911 | 29,630 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,891,781 | 34,228 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,030,778 | 42,019 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||