Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$13,633,253
+$557,676 QoQ
Shares Held
93,028
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#535
of 3,414 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 97%
Shared 1%
None 2%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FIRST CITIZENS BANK & TRUST CO holds $131,285,895 across 8 Software - Infrastructure names. ORCL ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
261,320 | $97,477,586 | |
| 2 | ORCL |
Oracle Corp
This page
|
93,028 | $13,633,253 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
93,378 | $10,894,410 | |
| 4 | FTNT |
Fortinet, Inc.
|
40,009 | $6,146,182 | |
| 5 | PANW |
Palo Alto Networks Inc
|
8,208 | $2,799,091 | |
| 6 | TWLO |
Twilio Inc
|
1,125 | $232,121 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
501 | $95,582 | |
| 8 | AIFC |
AI Financial Corp
|
13,000 | $7,670 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,633,253 | 93,028 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $13,075,577 | 88,883 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,355,955 | 89,046 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $25,031,484 | 89,004 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $18,925,705 | 86,565 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,905,957 | 70,853 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,025,741 | 72,166 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $11,790,146 | 69,191 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,203,253 | 72,261 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $8,671,862 | 69,038 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,936,865 | 46,826 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $5,077,274 | 47,935 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,711,198 | 47,957 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,245,045 | 34,923 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,299,508 | 28,132 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,575,055 | 25,791 | Shares | Sole | 2022-10-20 | |
| 2022-03-31 | $226,183 | 2,734 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $245,583 | 2,816 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $246,229 | 2,826 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||