FIRST FOUNDATION ADVISORS

Endowment

Position in ORCL — Oracle Corp

CIK 1086763 Irvine, CA

Position in ORCL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,016,234

+$28,190 QoQ

Shares Held

13,758

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,319

of 3,472 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $383,326,888 across 5 Software - Infrastructure names. ORCL ranks #3 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	992,430	$370,196,238
2	FTNT	Fortinet, Inc.	59,686	$9,168,962
3	ORCL	Oracle Corp This page	13,758	$2,016,234
4	CRWD	CrowdStrike Holdings, Inc.	5,448	$1,039,396
5	PLTR	Palantir Technologies Inc.	7,766	$906,058

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,016,234	13,758	+1.8%	Shares	Defined	2026-08-14
2026-03-31	$1,988,044	13,514	-6.9%	Shares	Defined	2026-05-04
2025-12-31	$2,830,677	14,523	-76.6%	Shares	Defined	2026-02-04
2025-09-30	$17,432,942	61,986	+432.6%	Shares	Defined	2025-11-17
2025-06-30	$2,544,415	11,638	+6.7%	Shares	Defined	2025-08-14
2025-03-31	$1,525,186	10,909	-10.4%	Shares	Defined	2025-05-08
2024-12-31	$2,029,841	12,181	-0.2%	Shares	Sole	2025-02-13
2024-09-30	$2,079,901	12,206	-1.7%	Shares	Sole	2024-11-14
2024-06-30	$1,753,138	12,416	+10.5%	Shares	Sole	2024-08-06
2024-03-31	$1,411,855	11,240	-0.9%	Shares	Sole	2024-05-10
2023-12-31	$1,195,786	11,342	-18.5%	Shares	Sole	2024-02-14
2023-09-30	$1,473,982	13,916	+26.8%	Shares	Defined	2023-11-15
2023-06-30	$1,307,488	10,979	+7.5%	Shares	Defined	2023-08-14
2023-03-31	$948,991	10,213	-10.3%	Shares	Sole	2023-05-12
2022-12-31	$931,182	11,392	-12.3%	Shares	Sole	2023-02-14
2022-09-30	$793,055	12,986	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$894,825	12,807	+4.6%	Shares	Sole	2022-08-12
2022-03-31	$1,012,532	12,239	+20.9%	Shares	Sole	2022-05-05
2021-12-31	$882,914	10,124	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$885,763	10,166	+4.4%	Shares	Sole	2021-11-15
2021-06-30	$757,772	9,735	+5.8%	Shares	Sole	2021-08-13
2021-03-31	$645,774	9,203	-15.3%	Shares	Sole	2021-05-18
2020-12-31	$702,921	10,866	+3.8%	Shares	Sole	2021-02-16
2020-09-30	$625,059	10,470	-14.0%	Shares	Sole	2020-11-12
2020-06-30	$672,746	12,172	-1.9%	Shares	Sole	2020-08-14
2020-03-31	$599,485	12,404	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.