Position in ORCL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,912,036
-$64,239 QoQ
Shares Held
13,047
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,355
of 3,481 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $72,133,367 across 8 Software - Infrastructure names. ORCL ranks #2 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
177,461 | $66,196,501 | |
| 2 | ORCL |
Oracle Corp
This page
|
13,047 | $1,912,036 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
28,160 | $1,343,125 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,270 | $774,114 | |
| 5 | FFIV |
F5, Inc.
|
1,423 | $591,910 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
4,345 | $571,063 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,319 | $503,897 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,567 | $240,721 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,912,036 | 13,047 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,976,275 | 13,434 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,679,427 | 13,747 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,010,290 | 17,815 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,961,561 | 13,546 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,717,286 | 12,283 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,033,674 | 12,204 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,037,472 | 11,957 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,704,707 | 12,073 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,586,705 | 12,632 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,193,678 | 11,322 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $997,872 | 9,421 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,144,931 | 9,614 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $924,554 | 9,950 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $869,386 | 10,636 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $637,998 | 10,447 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $733,635 | 10,500 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,128,602 | 13,642 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,016,781 | 11,659 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $926,191 | 10,630 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $811,793 | 10,429 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $739,521 | 10,539 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $884,959 | 13,680 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $824,277 | 13,807 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $811,087 | 14,675 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $721,711 | 14,933 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||