Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$104,204,524
-$2,168,804 QoQ
Shares Held
711,051
-1.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Focus Partners Wealth holds $2,578,695,580 across 55 Software - Infrastructure names. ORCL ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,084,517 | $1,896,626,531 | |
| 2 | PANW |
Palo Alto Networks Inc
|
650,687 | $221,897,280 | |
| 3 | ORCL |
Oracle Corp
This page
|
711,051 | $104,204,524 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
722,270 | $84,267,240 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
283,812 | $54,147,072 | |
| 6 | OKTA |
Okta, Inc.
|
228,582 | $31,190,013 | |
| 7 | AKAM |
Akamai Technologies Inc
|
185,380 | $21,913,769 | |
| 8 | SNPS |
Synopsys Inc
|
41,678 | $18,591,305 |
All Filings in ORCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,204,524 | 711,051 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $106,373,328 | 723,087 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $133,806,104 | 686,502 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $108,412,113 | 385,479 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $73,112,714 | 334,413 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,995,471 | 321,833 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $54,367,799 | 326,259 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $48,905,652 | 287,005 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $40,430,643 | 286,336 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $33,995,844 | 270,646 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $23,582,266 | 223,677 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||