Position in ORCL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$632,802
-$132,317 QoQ
Shares Held
4,318
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,180
of 3,472 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $6,816,700 across 36 Software - Infrastructure names. ORCL ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,690 | $5,106,643 | |
| 2 | ORCL |
Oracle Corp
This page
|
4,318 | $632,802 | |
| 3 | FTNT |
Fortinet, Inc.
|
2,430 | $373,296 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,792 | $341,886 | |
| 5 | PANW |
Palo Alto Networks Inc
|
671 | $228,824 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
397 | $46,317 | |
| 7 | WEX |
WEX Inc.
|
251 | $35,413 | |
| 8 | SNPS |
Synopsys Inc
|
45 | $20,073 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,802 | 4,318 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $765,119 | 5,201 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,119,368 | 5,743 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,646,097 | 5,853 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,504,393 | 6,881 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,063,814 | 7,609 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,095,158 | 6,572 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,207,965 | 7,089 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,089,922 | 7,719 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $997,092 | 7,938 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $849,554 | 8,058 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $796,730 | 7,522 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $890,316 | 7,476 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $841,855 | 9,060 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $688,822 | 8,427 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $550,729 | 9,018 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $647,834 | 9,272 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $807,941 | 9,766 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $579,423 | 6,644 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $632,128 | 7,255 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $484,709 | 6,227 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $422,914 | 6,027 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $438,662 | 6,781 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $442,854 | 7,418 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $413,640 | 7,484 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $358,511 | 7,418 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||