Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$164,868
-$15,341 QoQ
Shares Held
1,125
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,229
of 3,482 holders
Holding Since
Jun 2020
18 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $26,116,390 across 10 Software - Infrastructure names. ORCL ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
45,901 | $17,121,991 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
73,424 | $8,566,378 | |
| 3 | ORCL |
Oracle Corp
This page
|
1,125 | $164,868 | |
| 4 | PANW |
Palo Alto Networks Inc
|
300 | $102,306 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
666 | $87,532 | |
| 6 | NET |
Cloudflare, Inc.
|
150 | $36,792 | |
| 7 | RBRK |
Rubrik, Inc.
|
300 | $24,084 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
40 | $7,631 |
All Filings in ORCL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,868 | 1,125 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $180,209 | 1,225 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $97,455 | 500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $140,620 | 500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $131,178 | 600 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $69,905 | 500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $83,320 | 500 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $85,200 | 500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $107,453 | 761 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $62,805 | 500 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $52,715 | 500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $52,960 | 500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $59,545 | 500 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $46,460 | 500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $40,870 | 500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $30,535 | 500 | Shares | Sole | 2022-11-09 | |
| 2020-09-30 | $11,940 | 200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,054 | 200 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||