Position in ORCL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,289,786
-$210,441 QoQ
Shares Held
8,801
-13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,615
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Plancorp, LLC holds $16,914,507 across 6 Software - Infrastructure names. ORCL ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
34,594 | $12,904,253 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,789 | $1,633,144 | |
| 3 | ORCL |
Oracle Corp
This page
|
8,801 | $1,289,786 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,669 | $428,062 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,333 | $358,395 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
6,308 | $300,867 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289,786 | 8,801 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,500,227 | 10,198 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,014,979 | 10,338 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,956,113 | 10,511 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,549,881 | 11,663 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,483,663 | 10,612 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,476,597 | 8,861 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,341,729 | 7,874 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,110,820 | 7,867 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $963,303 | 7,669 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $739,802 | 7,017 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $710,617 | 6,709 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $627,604 | 5,270 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $482,347 | 5,191 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $429,870 | 5,259 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $314,876 | 5,156 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $354,869 | 5,079 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $427,714 | 5,170 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $484,451 | 5,555 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $466,755 | 5,357 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $405,546 | 5,210 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $371,129 | 5,289 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $387,816 | 5,995 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $356,289 | 5,968 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $283,479 | 5,129 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $205,402 | 4,250 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||