Position in ORCL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$35,465
-$4,254 QoQ
Shares Held
242
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,363
of 3,472 holders
Holding Since
Mar 2020
19 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $2,108,386 across 17 Software - Infrastructure names. ORCL ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,419 | $2,021,395 | |
| 2 | DOCN |
DigitalOcean Holdings, Inc.
|
245 | $38,472 | |
| 3 | ORCL |
Oracle Corp
This page
|
242 | $35,465 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
100 | $4,769 | |
| 5 | PANW |
Palo Alto Networks Inc
|
7 | $2,387 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
12 | $1,400 | |
| 7 | FTNT |
Fortinet, Inc.
|
6 | $921 | |
| 8 | TWLO |
Twilio Inc
|
3 | $618 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,465 | 242 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $39,719 | 270 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $55,159 | 283 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $120,370 | 428 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $62,309 | 285 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $43,201 | 309 | Shares | Sole | 2025-04-18 | |
| 2023-03-31 | $475,749 | 5,120 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $408,045 | 4,992 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $310,663 | 5,087 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $344,808 | 4,935 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $409,513 | 4,950 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $441,369 | 5,061 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $449,677 | 5,161 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $445,711 | 5,726 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $365,726 | 5,212 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $330,371 | 5,107 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $305,365 | 5,115 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $271,209 | 4,907 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $259,241 | 5,364 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||