Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,963,037
-$3,209,939 QoQ
Shares Held
13,395
-61.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,340
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, 2026Hartford Financial Management Inc. holds $14,725,703 across 8 Software - Infrastructure names. ORCL ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,702 | $12,198,500 | |
| 2 | ORCL |
Oracle Corp
This page
|
13,395 | $1,963,037 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,930 | $225,173 | |
| 4 | PANW |
Palo Alto Networks Inc
|
376 | $128,223 | |
| 5 | NTAP |
NetApp, Inc.
|
598 | $92,546 | |
| 6 | OKTA |
Okta, Inc.
|
500 | $68,225 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
2,400 | $47,232 | |
| 8 | VRSN |
Verisign Inc/Ca
|
11 | $2,767 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,963,037 | 13,395 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,172,976 | 35,164 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,276,018 | 27,069 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,360,894 | 26,173 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,250,194 | 28,588 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,095,034 | 29,290 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,801,231 | 28,812 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,359,932 | 31,455 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,230,210 | 29,959 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,785,885 | 30,140 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,130,532 | 29,693 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,084,814 | 29,124 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,505,533 | 29,436 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,020,643 | 32,508 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,874,223 | 35,163 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,277,422 | 37,292 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,546,342 | 36,444 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,010,875 | 36,394 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,196,856 | 36,657 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,258,400 | 37,397 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,032,724 | 38,961 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,776,065 | 39,562 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,494,963 | 38,568 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,301,255 | 38,547 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,073,011 | 37,507 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $493,642 | 10,214 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||