Essex Financial Services, Inc.

Position in ORCL — Oracle Corp

CIK 1315785 ESSEX, CT

Position in ORCL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,395,856

+$156,494 QoQ

Shares Held

23,172

+5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,042

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

Essex Financial Services, Inc. holds $48,294,290 across 9 Software - Infrastructure names. ORCL ranks #2 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	106,428	$39,699,772
2	ORCL	Oracle Corp This page	23,172	$3,395,856
3	PLTR	Palantir Technologies Inc.	16,633	$1,940,572
4	PANW	Palo Alto Networks Inc	3,611	$1,231,423
5	ZS	Zscaler, Inc.	3,680	$519,432
6	CRWD	CrowdStrike Holdings, Inc.	2,652	$505,961
7	FTNT	Fortinet, Inc.	3,058	$469,769
8	SNPS	Synopsys Inc	693	$309,126

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,395,856	23,172	+5.2%	Shares	Defined	2026-08-10
2026-03-31	$3,239,362	22,020	-6.3%	Shares	Defined	2026-04-24
2025-12-31	$4,579,410	23,495	+2.0%	Shares	Defined	2026-02-10
2025-09-30	$6,476,675	23,029	+0.4%	Shares	Defined	2025-11-07
2025-06-30	$5,014,279	22,935	+3.9%	Shares	Defined	2025-07-16
2025-03-31	$3,087,424	22,083	-2.1%	Shares	Defined	2025-04-25
2024-12-31	$3,760,064	22,564	+0.6%	Shares	Defined	2025-01-29
2024-09-30	$3,821,731	22,428	-2.6%	Shares	Defined	2024-10-24
2024-06-30	$3,250,706	23,022	+13.1%	Shares	Defined	2024-08-09
2024-03-31	$2,556,917	20,356	-4.4%	Shares	Sole	2024-04-24
2023-12-31	$2,244,077	21,285	+3.2%	Shares	Sole	2024-02-06
2023-09-30	$2,184,282	20,622	+0.7%	Shares	Sole	2023-11-15
2023-06-30	$2,439,082	20,481	-14.7%	Shares	Sole	2023-08-09
2023-03-31	$2,231,845	24,019	+2.5%	Shares	Sole	2023-05-11
2022-12-31	$1,915,576	23,435	-0.0%	Shares	Sole	2023-02-10
2022-09-30	$1,431,297	23,437	+0.7%	Shares	Sole	2022-11-07
2022-06-30	$1,625,385	23,263	+10.5%	Shares	Sole	2022-08-01
2022-03-31	$1,741,301	21,048	+12.0%	Shares	Sole	2022-04-21
2021-12-31	$1,638,588	18,789	+3.0%	Shares	Sole	2022-02-11
2021-09-30	$1,588,815	18,235	+29.0%	Shares	Sole	2021-11-10
2021-06-30	$1,100,112	14,133	0.0%	Shares	Sole	2021-07-30
2021-03-31	$991,712	14,133	+23.4%	Shares	Sole	2021-05-11
2020-12-31	$741,023	11,455	+2.2%	Shares	Sole	2021-02-05
2020-09-30	$668,998	11,206	-55.7%	Shares	Sole	2020-11-10
2020-06-30	$1,399,436	25,320	+134.6%	Shares	Sole	2020-08-06
2020-03-31	$521,625	10,793	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.