Position in ORCL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,028,219
-$56,584 QoQ
Shares Held
27,487
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#970
of 3,472 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $17,166,640 across 15 Software - Infrastructure names. ORCL ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
30,962 | $11,549,445 | |
| 2 | ORCL |
Oracle Corp
This page
|
27,487 | $4,028,219 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,995 | $699,436 | |
| 4 | GDDY |
GoDaddy Inc.
|
5,275 | $447,742 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,016 | $193,837 | |
| 6 | PANW |
Palo Alto Networks Inc
|
270 | $92,075 | |
| 7 | CRWV |
CoreWeave, Inc.
|
600 | $59,724 | |
| 8 | TWLO |
Twilio Inc
|
125 | $25,791 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,028,219 | 27,487 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,084,803 | 27,767 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,299,992 | 27,192 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,225,988 | 29,249 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,000,095 | 32,018 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,514,884 | 32,293 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,349,643 | 32,103 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,636,491 | 33,078 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,788,656 | 33,914 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,190,349 | 33,360 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,538,230 | 33,560 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,678,495 | 34,729 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,305,579 | 36,154 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,364,075 | 36,204 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,938,879 | 35,954 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,168,229 | 35,504 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,637,382 | 37,747 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,321,361 | 40,147 | Shares | Sole | 2022-04-29 | |
| 2020-12-31 | $1,959,330 | 30,288 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||