Roundview Capital LLC

Position in ORCL — Oracle Corp

CIK 1476804 PRINCETON, NJ

Position in ORCL

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,929,974

-$1,277,813 QoQ

Shares Held

19,993

-30.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,118

of 3,472 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Roundview Capital LLC holds $63,916,459 across 5 Software - Infrastructure names. ORCL ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	147,038	$54,848,114
2	FTNT	Fortinet, Inc.	31,269	$4,803,543
3	ORCL	Oracle Corp This page	19,993	$2,929,974
4	PLTR	Palantir Technologies Inc.	7,523	$877,708
5	CRWD	CrowdStrike Holdings, Inc.	2,396	$457,120

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,929,974	19,993	-30.1%	Shares	Sole	2026-07-30
2026-03-31	$4,207,787	28,603	+59.2%	Shares	Sole	2026-05-08
2025-12-31	$3,502,337	17,969	-10.3%	Shares	Sole	2026-02-09
2025-09-30	$5,632,112	20,026	+10.9%	Shares	Sole	2025-11-12
2025-06-30	$3,949,550	18,065	+8.2%	Shares	Sole	2025-07-23
2025-03-31	$2,334,547	16,698	+5.8%	Shares	Sole	2025-05-06
2024-12-31	$2,628,912	15,776	+3.0%	Shares	Sole	2025-02-12
2024-09-30	$2,610,016	15,317	+1.6%	Shares	Sole	2024-11-14
2024-06-30	$2,128,731	15,076	+5.0%	Shares	Sole	2024-08-09
2024-03-31	$1,803,005	14,354	+3.5%	Shares	Sole	2024-05-06
2023-12-31	$1,462,841	13,875	-0.1%	Shares	Sole	2024-02-12
2023-09-30	$1,471,440	13,892	-2.0%	Shares	Sole	2023-11-13
2023-06-30	$1,687,624	14,171	-4.5%	Shares	Sole	2023-08-09
2023-03-31	$1,378,839	14,839	+1.5%	Shares	Sole	2023-05-09
2022-12-31	$1,194,466	14,613	-0.0%	Shares	Sole	2023-02-13
2022-09-30	$892,843	14,620	0.0%	Shares	Sole	2022-11-10
2022-06-30	$1,021,499	14,620	-1.6%	Shares	Sole	2022-08-11
2021-12-31	$1,295,417	14,854	0.0%	Shares	Sole	2022-02-10
2021-09-30	$1,294,229	14,854	-0.1%	Shares	Sole	2021-11-10
2021-06-30	$1,157,325	14,868	+6.7%	Shares	Sole	2021-08-10
2021-03-31	$977,327	13,928	0.0%	Shares	Sole	2021-05-14
2020-12-31	$901,002	13,928	+0.7%	Shares	Sole	2021-02-08
2020-09-30	$825,531	13,828	+0.8%	Shares	Sole	2020-11-05
2020-06-30	$758,525	13,724	-1.4%	Shares	Sole	2020-08-13
2020-03-31	$672,801	13,921	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.