Position in ORCL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,688,256
+$956,384 QoQ
Shares Held
11,520
+131.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,429
of 3,472 holders
Holding Since
Mar 2021
22 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, 2026Baldwin Investment Management, LLC holds $34,140,782 across 7 Software - Infrastructure names. ORCL ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,413 | $16,566,937 | |
| 2 | PANW |
Palo Alto Networks Inc
|
28,553 | $9,737,144 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
16,572 | $3,161,689 | |
| 4 | SNPS |
Synopsys Inc
|
5,468 | $2,439,110 | |
| 5 | ORCL |
Oracle Corp
This page
|
11,520 | $1,688,256 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
2,308 | $303,340 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,094 | $244,306 |
All Filings in ORCL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,688,256 | 11,520 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $731,872 | 4,975 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,426,741 | 7,320 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,258,357 | 8,030 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,824,467 | 8,345 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,120,017 | 8,011 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,273,629 | 7,643 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,348,204 | 7,912 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,095,994 | 7,762 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $939,311 | 7,478 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $921,247 | 8,738 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $859,328 | 8,113 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,067,403 | 8,963 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,004,743 | 10,813 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $792,878 | 9,700 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $364,893 | 5,975 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $510,051 | 7,300 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $351,602 | 4,250 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $261,630 | 3,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $261,390 | 3,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $233,520 | 3,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $210,510 | 3,000 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||