Colonial Trust Advisors

Position in ORCL — Oracle Corp

CIK 1567993 SPARTANBURG, SC

Position in ORCL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$14,042,567

+$151,706 QoQ

Shares Held

95,821

+1.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#533

of 3,472 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Colonial Trust Advisors holds $111,046,962 across 14 Software - Infrastructure names. ORCL ranks #3 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	150,220	$56,035,064
2	PANW	Palo Alto Networks Inc	113,508	$38,708,498
3	ORCL	Oracle Corp This page	95,821	$14,042,567
4	PLTR	Palantir Technologies Inc.	12,636	$1,474,242
5	CRWV	CoreWeave, Inc.	3,550	$353,367
6	CHKP	Check Point Software Technologies Ltd	1,364	$179,270
7	TOST	Toast, Inc.	6,100	$169,702
8	CRWD	CrowdStrike Holdings, Inc.	188	$35,867

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,042,567	95,821	+1.5%	Shares	Sole	2026-08-11
2026-03-31	$13,890,861	94,425	+0.9%	Shares	Sole	2026-05-12
2025-12-31	$18,244,355	93,604	-3.2%	Shares	Sole	2026-02-12
2025-09-30	$27,206,032	96,736	+2.4%	Shares	Sole	2025-11-10
2025-06-30	$20,658,785	94,492	+1.7%	Shares	Sole	2025-08-13
2025-03-31	$12,987,230	92,892	-0.4%	Shares	Sole	2025-05-14
2024-12-31	$15,546,678	93,295	-3.4%	Shares	Sole	2025-02-13
2024-09-30	$16,452,290	96,551	+0.1%	Shares	Sole	2024-11-12
2024-06-30	$13,625,376	96,497	-1.7%	Shares	Sole	2024-08-14
2024-03-31	$12,330,003	98,161	-2.6%	Shares	Sole	2024-05-14
2023-12-31	$10,628,292	100,809	-1.6%	Shares	Sole	2024-02-14
2023-09-30	$10,849,491	102,431	-3.1%	Shares	Sole	2023-11-13
2023-06-30	$12,588,051	105,702	-1.9%	Shares	Sole	2023-08-14
2023-03-31	$10,009,156	107,718	-1.4%	Shares	Sole	2023-05-11
2022-12-31	$8,925,681	109,196	-0.7%	Shares	Sole	2023-02-14
2022-09-30	$6,716,356	109,978	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$7,507,252	107,446	-1.3%	Shares	Sole	2022-08-12
2022-03-31	$9,002,761	108,821	+1.7%	Shares	Sole	2022-05-09
2021-12-31	$9,330,336	106,987	-1.2%	Shares	Sole	2022-02-14
2021-09-30	$9,434,523	108,281	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$8,551,346	109,858	+0.3%	Shares	Sole	2021-08-05
2021-03-31	$7,685,088	109,521	-0.8%	Shares	Sole	2021-05-10
2020-12-31	$7,141,840	110,401	+4.9%	Shares	Sole	2021-01-29
2020-09-30	$6,282,290	105,231	+0.3%	Shares	Sole	2020-10-26
2020-06-30	$5,796,054	104,868	+1.8%	Shares	Sole	2020-08-10
2020-03-31	$4,978,183	103,004	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.