Position in ORCL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$840,610
+$81,523 QoQ
Shares Held
5,736
+11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,956
of 3,472 holders
Holding Since
Jun 2021
19 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, 2026West Family Investments, Inc. holds $16,258,562 across 16 Software - Infrastructure names. ORCL ranks #2 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
24,135 | $9,002,837 | |
| 2 | ORCL |
Oracle Corp
This page
|
5,736 | $840,610 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,731 | $726,776 | |
| 4 | VRSN |
Verisign Inc/Ca
|
2,809 | $706,632 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,031 | $692,611 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,212 | $612,801 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,989 | $582,066 | |
| 8 | SNPS |
Synopsys Inc
|
1,266 | $564,724 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,610 | 5,736 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $759,087 | 5,160 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $966,168 | 4,957 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,074,145 | 7,375 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,496,959 | 6,847 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $758,329 | 5,424 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $919,019 | 5,515 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $967,531 | 5,678 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $628,904 | 4,454 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $551,051 | 4,387 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $421,614 | 3,999 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $423,574 | 3,999 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $371,587 | 3,999 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $300,312 | 3,674 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $445,491 | 6,376 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $348,127 | 4,208 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $704,744 | 8,081 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $822,158 | 9,436 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $648,173 | 8,327 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||