Joel Isaacson & Co., LLC

Position in ORCL — Oracle Corp

CIK 1599330 NEW YORK, NY

Position in ORCL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,032,998

-$10,119 QoQ

Shares Held

20,696

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,094

of 3,472 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $56,953,933 across 8 Software - Infrastructure names. ORCL ranks #2 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	119,369	$44,527,024
2	ORCL	Oracle Corp This page	20,696	$3,032,998
3	PLTR	Palantir Technologies Inc.	24,760	$2,888,749
4	CRWD	CrowdStrike Holdings, Inc.	14,888	$2,840,407
5	NET	Cloudflare, Inc.	9,602	$2,355,178
6	MDB	MongoDB, Inc.	1,986	$667,097
7	DBX	Dropbox, Inc.	15,000	$412,050
8	FTNT	Fortinet, Inc.	1,500	$230,430

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,032,998	20,696	+0.0%	Shares	Sole	2026-08-04
2026-03-31	$3,043,117	20,686	+3.2%	Shares	Sole	2026-04-23
2025-12-31	$3,907,945	20,050	-0.2%	Shares	Sole	2026-01-30
2025-09-30	$5,648,986	20,086	+4.4%	Shares	Sole	2025-10-30
2025-06-30	$4,208,190	19,248	+0.0%	Shares	Sole	2025-07-23
2025-03-31	$2,690,224	19,242	+4.1%	Shares	Sole	2025-04-25
2024-12-31	$3,081,340	18,491	+34.6%	Shares	Sole	2025-01-28
2024-09-30	$2,341,125	13,739	+3.5%	Shares	Sole	2024-10-23
2024-06-30	$1,874,853	13,278	+4.9%	Shares	Sole	2024-07-24
2024-03-31	$1,590,348	12,661	0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,334,849	12,661	+1.6%	Shares	Sole	2024-02-12
2023-09-30	$1,320,186	12,464	-1.9%	Shares	Sole	2023-10-24
2023-06-30	$1,512,919	12,704	0.0%	Shares	Sole	2023-07-27
2023-03-31	$1,180,455	12,704	0.0%	Shares	Sole	2023-04-25
2022-12-31	$1,038,424	12,704	+9.6%	Shares	Sole	2023-01-27
2022-09-30	$707,740	11,589	+17.2%	Shares	Sole	2022-10-14
2022-06-30	$690,944	9,889	+2.2%	Shares	Sole	2022-07-15
2022-03-31	$800,412	9,675	-0.0%	Shares	Sole	2022-04-21
2021-12-31	$843,843	9,676	0.0%	Shares	Sole	2022-01-19
2021-09-30	$843,069	9,676	-6.3%	Shares	Sole	2021-10-21
2021-06-30	$803,698	10,325	+11.6%	Shares	Sole	2021-07-20
2021-03-31	$649,072	9,250	+1.1%	Shares	Sole	2021-04-23
2020-12-31	$591,913	9,150	0.0%	Shares	Sole	2021-01-22
2020-09-30	$546,255	9,150	0.0%	Shares	Sole	2020-10-14
2020-06-30	$505,720	9,150	+9.6%	Shares	Sole	2020-07-21
2020-03-31	$403,555	8,350	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.