Position in ORCL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$17,848,031
+$1,087,054 QoQ
Shares Held
121,788
+6.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#465
of 3,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Welch & Forbes LLC holds $488,559,815 across 11 Software - Infrastructure names. ORCL ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
887,243 | $330,959,383 | |
| 2 | PANW |
Palo Alto Networks Inc
|
322,392 | $109,942,119 | |
| 3 | ORCL |
Oracle Corp
This page
|
121,788 | $17,848,031 | |
| 4 | SNPS |
Synopsys Inc
|
33,409 | $14,902,752 | |
| 5 | MDB |
MongoDB, Inc.
|
24,477 | $8,221,824 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
32,325 | $4,248,474 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
5,596 | $1,067,632 | |
| 8 | NTAP |
NetApp, Inc.
|
4,395 | $680,170 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,848,031 | 121,788 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $16,760,977 | 113,935 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $21,957,586 | 112,655 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $32,313,069 | 114,895 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $25,544,291 | 116,838 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $15,982,939 | 114,319 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $18,980,296 | 113,900 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $19,842,398 | 116,446 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $16,618,110 | 117,692 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $14,968,315 | 119,165 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $12,815,754 | 121,557 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,343,695 | 125,979 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $14,393,098 | 120,859 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $11,325,554 | 121,885 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $10,010,207 | 122,464 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,485,349 | 122,570 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $8,470,200 | 121,228 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,648,012 | 128,708 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $10,590,956 | 121,442 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $11,102,627 | 127,426 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $9,906,385 | 127,266 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $9,080,559 | 129,408 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $8,363,252 | 129,282 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $7,881,952 | 132,026 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $7,074,560 | 128,000 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $6,279,468 | 129,929 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||