Position in ORCL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$26,741,124
-$961,453 QoQ
Shares Held
182,471
-3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#381
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $279,605,739 across 25 Software - Infrastructure names. ORCL ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
547,463 | $204,214,647 | |
| 2 | ORCL |
Oracle Corp
This page
|
182,471 | $26,741,124 | |
| 3 | PANW |
Palo Alto Networks Inc
|
68,072 | $23,213,912 | |
| 4 | AKAM |
Akamai Technologies Inc
|
69,620 | $8,229,780 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
21,336 | $4,070,588 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
23,118 | $2,697,176 | |
| 7 | NTNX |
Nutanix, Inc.
|
48,125 | $2,452,450 | |
| 8 | FTNT |
Fortinet, Inc.
|
7,160 | $1,099,919 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,741,124 | 182,471 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $27,702,577 | 188,312 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $36,688,103 | 188,231 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $51,188,772 | 182,011 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $42,017,624 | 192,186 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $25,518,680 | 182,524 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $30,455,792 | 182,764 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $31,259,368 | 183,447 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $25,729,605 | 182,221 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $22,946,937 | 182,684 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $19,027,373 | 180,474 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $18,422,136 | 173,925 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $4,585,560 | 38,505 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,360,637 | 36,167 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,958,988 | 36,200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,268,933 | 37,153 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,581,906 | 36,953 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $2,808,683 | 33,950 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $3,133,106 | 35,926 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,053,383 | 35,044 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,744,794 | 35,262 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,189,444 | 31,202 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $9,261,990 | 143,175 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,973,984 | 150,318 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $8,355,552 | 151,177 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,336,590 | 151,802 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||