Position in ORCL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,088,133
+$182,671 QoQ
Shares Held
7,425
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,749
of 3,472 holders
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, 2026SIGMA INVESTMENT COUNSELORS INC holds $35,626,290 across 6 Software - Infrastructure names. ORCL ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
47,837 | $17,844,157 | |
| 2 | SNPS |
Synopsys Inc
|
20,620 | $9,197,963 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
36,804 | $7,021,651 | |
| 4 | ORCL |
Oracle Corp
This page
|
7,425 | $1,088,133 | |
| 5 | PANW |
Palo Alto Networks Inc
|
752 | $256,447 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,868 | $217,939 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,133 | 7,425 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $905,462 | 6,155 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,192,459 | 6,118 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,813,998 | 6,450 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,461,541 | 6,685 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $891,568 | 6,377 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,142,317 | 6,855 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,216,315 | 7,138 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $991,506 | 7,022 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $927,629 | 7,385 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $796,629 | 7,556 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $910,806 | 8,599 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,056,566 | 8,872 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $823,549 | 8,863 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $674,109 | 8,247 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $367,885 | 6,024 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $420,896 | 6,024 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $501,674 | 6,064 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $528,841 | 6,064 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $552,055 | 6,336 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $472,021 | 6,064 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $425,510 | 6,064 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $392,280 | 6,064 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $215,815 | 3,615 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $302,492 | 5,473 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $247,594 | 5,123 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||