Position in ORCL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$339,849
+$4,880 QoQ
Shares Held
2,319
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,722
of 3,472 holders
Holding Since
Mar 2020
25 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, 2026FULTON BREAKEFIELD BROENNIMAN LLC holds $67,481,713 across 6 Software - Infrastructure names. ORCL ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
175,620 | $65,509,772 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
2,720 | $518,935 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
4,160 | $485,347 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,244 | $424,228 | |
| 5 | ORCL |
Oracle Corp
This page
|
2,319 | $339,849 | |
| 6 | NET |
Cloudflare, Inc.
|
830 | $203,582 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,849 | 2,319 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $334,969 | 2,277 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $507,740 | 2,605 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $858,625 | 3,053 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $594,673 | 2,720 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $397,060 | 2,840 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $391,604 | 2,350 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $412,879 | 2,423 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $342,127 | 2,423 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $306,739 | 2,442 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $271,271 | 2,573 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $275,180 | 2,598 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $333,213 | 2,798 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $259,990 | 2,798 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $223,885 | 2,739 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $228,405 | 3,269 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $310,072 | 3,748 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $729,947 | 8,370 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $750,712 | 8,616 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $285,205 | 3,664 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $216,755 | 3,089 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,118,037 | 17,283 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,129,046 | 18,912 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,092,245 | 19,762 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,001,010 | 20,712 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||