Position in ORCL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$530,217
-$206,656 QoQ
Shares Held
3,618
-27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,324
of 3,472 holders
Holding Since
Jun 2020
25 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $8,988,094 across 9 Software - Infrastructure names. ORCL ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,981 | $6,334,252 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,463 | $1,521,972 | |
| 3 | ORCL |
Oracle Corp
This page
|
3,618 | $530,217 | |
| 4 | SNPS |
Synopsys Inc
|
810 | $361,316 | |
| 5 | FTNT |
Fortinet, Inc.
|
515 | $79,114 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
672 | $78,402 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,476 | $70,399 | |
| 8 | NET |
Cloudflare, Inc.
|
35 | $8,584 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,217 | 3,618 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $736,873 | 5,009 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,038,090 | 5,326 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,540,913 | 5,479 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,197,873 | 5,479 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $766,018 | 5,479 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $879,692 | 5,279 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $898,348 | 5,272 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $646,554 | 4,579 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $575,168 | 4,579 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $426,675 | 4,047 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $433,848 | 4,096 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $500,654 | 4,204 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $415,259 | 4,469 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $349,520 | 4,276 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $361,290 | 5,916 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $406,783 | 5,822 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $488,107 | 5,900 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $487,067 | 5,585 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $340,852 | 3,912 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $347,555 | 4,465 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $314,010 | 4,475 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $288,064 | 4,453 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $271,336 | 4,545 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $223,014 | 4,035 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||