Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,470,336
+$95,741 QoQ
Shares Held
10,033
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,515
of 3,472 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Jun 30, 2026CallValue
$14,655
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Zuckerman Investment Group, LLC holds $42,179,415 across 7 Software - Infrastructure names. ORCL ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
95,711 | $35,702,117 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
26,654 | $3,109,722 | |
| 3 | ORCL |
Oracle Corp
This page
|
10,033 | $1,470,336 | |
| 4 | FTNT |
Fortinet, Inc.
|
5,000 | $768,100 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,212 | $422,016 | |
| 6 | CRWV |
CoreWeave, Inc.
|
4,000 | $398,160 | |
| 7 | PANW |
Palo Alto Networks Inc
|
906 | $308,964 |
All Filings in ORCL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,655 | 100 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $1,470,336 | 10,033 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,374,595 | 9,344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,730,605 | 8,879 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,326,136 | 8,271 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,731,330 | 7,919 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,107,155 | 7,919 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,319,622 | 7,919 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,353,828 | 7,945 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,112,232 | 7,877 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $989,429 | 7,877 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $830,472 | 7,877 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $834,331 | 7,877 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $938,071 | 7,877 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $731,930 | 7,877 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $643,865 | 7,877 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $481,048 | 7,877 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||