APPLETON PARTNERS INC/MA

Position in ORCL — Oracle Corp

CIK 1055290 BOSTON, MA

Position in ORCL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$735,094

-$28,848 QoQ

Shares Held

5,016

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,068

of 3,472 holders

Holding Since

Sep 2020

24 quarters on record

Technology · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $56,953,751 across 5 Software - Infrastructure names. ORCL ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	116,361	$43,404,980
2	PANW	Palo Alto Networks Inc	33,733	$11,503,627
3	VRSN	Verisign Inc/Ca	4,257	$1,070,890
4	ORCL	Oracle Corp This page	5,016	$735,094
5	MDB	MongoDB, Inc.	712	$239,160

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$735,094	5,016	-3.4%	Shares	Sole	2026-07-21
2026-03-31	$763,942	5,193	-15.4%	Shares	Sole	2026-04-28
2025-12-31	$1,196,942	6,141	+20.6%	Shares	Sole	2026-01-09
2025-09-30	$1,432,636	5,094	+9.4%	Shares	Sole	2025-11-05
2025-06-30	$1,017,941	4,656	-14.6%	Shares	Sole	2025-07-22
2025-03-31	$762,104	5,451	-8.0%	Shares	Sole	2025-04-22
2024-12-31	$987,008	5,923	+31.9%	Shares	Sole	2025-01-28
2024-09-30	$764,925	4,489	-29.1%	Shares	Sole	2024-10-01
2024-06-30	$893,654	6,329	-6.4%	Shares	Sole	2024-07-02
2024-03-31	$849,500	6,763	-27.0%	Shares	Sole	2024-04-01
2023-12-31	$977,125	9,268	-3.4%	Shares	Sole	2024-01-02
2023-09-30	$1,016,090	9,593	-2.7%	Shares	Sole	2023-10-03
2023-06-30	$1,173,989	9,858	+1.7%	Shares	Sole	2023-07-10
2023-03-31	$900,952	9,696	+14.1%	Shares	Sole	2023-04-10
2022-12-31	$694,626	8,498	+7.3%	Shares	Sole	2023-01-19
2022-09-30	$483,613	7,919	0.0%	Shares	Sole	2022-10-27
2022-06-30	$553,300	7,919	+3.2%	Shares	Sole	2022-07-08
2022-03-31	$634,621	7,671	-8.1%	Shares	Sole	2022-04-05
2021-12-31	$727,767	8,345	+41.7%	Shares	Sole	2022-02-03
2021-09-30	$513,108	5,889	+4.4%	Shares	Sole	2021-10-14
2021-06-30	$439,095	5,641	-1.2%	Shares	Sole	2021-07-07
2021-03-31	$400,670	5,710	+64.4%	Shares	Sole	2021-04-19
2020-12-31	$224,733	3,474	-20.0%	Shares	Sole	2021-01-19
2020-09-30	$259,098	4,340	—	Shares	Sole	2020-10-14
No filing history on record for this holder in this stock.