Position in ORCL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$4,702,959
-$961,515 QoQ
Shares Held
31,969
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $69,051,002 across 28 Software - Infrastructure names. ORCL ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
132,466 | $49,034,939 | |
| 2 | ORCL |
Oracle Corp
This page
|
31,969 | $4,702,959 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,716 | $3,176,616 | |
| 4 | VRSN |
Verisign Inc/Ca
|
6,117 | $1,519,218 | |
| 5 | FTNT |
Fortinet, Inc.
|
11,551 | $943,947 | |
| 6 | TWLO |
Twilio Inc
|
6,657 | $837,583 | |
| 7 | PANW |
Palo Alto Networks Inc
|
4,881 | $782,521 | |
| 8 | MDB |
MongoDB, Inc.
|
3,185 | $779,592 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,702,959 | 31,969 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,664,474 | 29,062 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,000,344 | 24,891 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,678,900 | 21,401 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,887,775 | 20,655 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,271,643 | 19,633 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,288,720 | 19,300 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,513,360 | 17,800 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,306,827 | 18,365 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,654,618 | 15,694 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,701,922 | 16,068 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,735,736 | 14,575 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,049,903 | 11,299 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $910,501 | 11,139 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $633,112 | 10,367 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $646,996 | 9,260 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $756,152 | 9,140 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $799,541 | 9,168 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $784,954 | 9,009 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $702,739 | 9,028 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $634,898 | 9,048 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $572,571 | 8,851 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $516,942 | 8,659 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $458,630 | 8,298 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $387,944 | 8,027 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||