Position in ORCL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,044,065
-$2,322,403 QoQ
Shares Held
82,184
-15.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#581
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, 2026ProVise Management Group, LLC holds $50,234,767 across 7 Software - Infrastructure names. ORCL ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
97,541 | $36,384,743 | |
| 2 | ORCL |
Oracle Corp
This page
|
82,184 | $12,044,065 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,361 | $464,128 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,340 | $446,436 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,440 | $401,344 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,911 | $293,567 | |
| 7 | AKAM |
Akamai Technologies Inc
|
1,696 | $200,484 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,044,065 | 82,184 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $14,366,468 | 97,658 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,346,766 | 99,260 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $29,691,350 | 105,573 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $24,592,376 | 112,484 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,280,874 | 116,450 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $19,633,691 | 117,821 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $21,344,644 | 125,262 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,314,226 | 122,622 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,421,032 | 114,808 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,559,872 | 109,645 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,409,596 | 107,719 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,897,329 | 99,902 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $8,543,436 | 91,944 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,919,692 | 72,421 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,091,445 | 66,996 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,462,896 | 49,562 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,658,363 | 32,133 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,391,559 | 27,423 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,342,402 | 26,884 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,954,873 | 25,114 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,942,516 | 27,683 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,702,770 | 26,322 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,547,244 | 25,917 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,440,115 | 26,056 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,286,786 | 26,625 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||