Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$995,807
-$151,062 QoQ
Shares Held
6,795
-12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,818
of 3,472 holders
Holding Since
Mar 2024
10 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, 2026AFT, FORSYTH & COMPANY, INC. holds $14,472,032 across 5 Software - Infrastructure names. ORCL ranks #4 (6.9% of the industry book) .
All Filings in ORCL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,807 | 6,795 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,146,869 | 7,796 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,534,136 | 7,871 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,417,539 | 8,596 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,619,829 | 7,409 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $982,025 | 7,024 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,122,986 | 6,739 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $865,632 | 5,080 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $278,164 | 1,970 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $211,024 | 1,680 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||