Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$68,414,962
+$45,763,847 QoQ
Shares Held
466,837
+203.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#225
of 3,472 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $552,540,517 across 26 Software - Infrastructure names. ORCL ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
939,168 | $350,328,447 | |
| 2 | PANW |
Palo Alto Networks Inc
|
237,773 | $81,085,348 | |
| 3 | ORCL |
Oracle Corp
This page
|
466,837 | $68,414,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
79,012 | $15,074,304 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
73,669 | $8,594,962 | |
| 6 | DOX |
Amdocs Ltd
|
81,471 | $4,117,544 | |
| 7 | NET |
Cloudflare, Inc.
|
14,903 | $3,655,407 | |
| 8 | FTNT |
Fortinet, Inc.
|
22,838 | $3,508,373 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,414,962 | 466,837 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $22,651,115 | 153,974 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $34,803,129 | 178,560 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $28,338,383 | 129,618 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,394,819 | 117,265 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,129,252 | 96,791 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,127,678 | 94,646 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $11,913,044 | 84,370 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $6,468,035 | 51,493 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,295,116 | 50,224 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $5,455,939 | 51,510 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,336,545 | 19,620 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $299,202 | 3,220 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,331,633 | 28,525 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $1,610,476 | 26,371 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,958,106 | 28,025 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,326,202 | 28,118 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,804,150 | 32,154 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,726,210 | 31,289 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,353,648 | 30,237 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,988,687 | 28,341 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $916,463 | 14,167 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $701,415 | 11,749 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $708,285 | 12,815 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $936,393 | 19,375 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||