OXFORD FINANCIAL GROUP, LTD. LLC

Position in ORCL — Oracle Corp

CIK 1245862 INDIANAPOLIS, IN

Position in ORCL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,318,363

+$80,727 QoQ

Shares Held

8,996

+6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,595

of 3,472 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $17,686,537 across 4 Software - Infrastructure names. ORCL ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	37,439	$13,965,495
2	PANW	Palo Alto Networks Inc	4,626	$1,577,558
3	ORCL	Oracle Corp This page	8,996	$1,318,363
4	NET	Cloudflare, Inc.	3,364	$825,121

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,318,363	8,996	+6.9%	Shares	Sole	2026-08-11
2026-03-31	$1,237,636	8,413	+29.4%	Shares	Sole	2026-05-06
2025-12-31	$1,267,109	6,501	-0.7%	Shares	Sole	2026-02-13
2025-09-30	$1,841,559	6,548	+3.7%	Shares	Sole	2025-11-13
2025-06-30	$1,381,085	6,317	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$874,231	6,253	-3.9%	Shares	Sole	2025-05-15
2024-12-31	$1,084,326	6,507	-2.5%	Shares	Sole	2025-02-11
2024-09-30	$1,137,079	6,673	-14.4%	Shares	Sole	2024-11-12
2024-06-30	$1,100,230	7,792	-10.7%	Shares	Sole	2024-08-14
2024-03-31	$1,096,198	8,727	+1.3%	Shares	Sole	2024-05-13
2023-12-31	$907,963	8,612	-1.1%	Shares	Sole	2024-02-14
2023-09-30	$922,563	8,710	-7.3%	Shares	Sole	2023-11-13
2023-06-30	$1,118,850	9,395	+33.3%	Shares	Sole	2023-08-10
2023-03-31	$654,807	7,047	+0.0%	Shares	Sole	2023-05-12
2022-12-31	$575,940	7,046	+28.9%	Shares	Sole	2023-02-14
2022-09-30	$333,930	5,468	-2.5%	Shares	Sole	2022-11-02
2022-06-30	$391,970	5,610	+2.6%	Shares	Sole	2022-08-11
2022-03-31	$452,367	5,468	+4.9%	Shares	Sole	2022-05-13
2021-12-31	$454,712	5,214	0.0%	Shares	Sole	2022-02-10
2021-09-30	$454,295	5,214	-53.6%	Shares	Sole	2021-11-12
2021-06-30	$875,622	11,249	-0.1%	Shares	Sole	2021-08-03
2021-03-31	$790,044	11,259	+0.1%	Shares	Sole	2021-05-10
2020-12-31	$727,697	11,249	0.0%	Shares	Sole	2021-02-10
2020-09-30	$671,565	11,249	-10.5%	Shares	Sole	2020-11-12
2020-06-30	$694,467	12,565	-5.1%	Shares	Sole	2020-08-05
2020-03-31	$639,792	13,238	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.