True North Advisors, LLC

Position in ORCL — Oracle Corp

CIK 1634556 Dallas, TX

Position in ORCL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$895,713

-$37,994 QoQ

Shares Held

6,112

-3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,901

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

True North Advisors, LLC holds $19,215,653 across 6 Software - Infrastructure names. ORCL ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	39,011	$14,551,883
2	NTAP	NetApp, Inc.	13,584	$2,102,259
3	PANW	Palo Alto Networks Inc	3,129	$1,067,051
4	ORCL	Oracle Corp This page	6,112	$895,713
5	SNPS	Synopsys Inc	787	$351,057
6	PLTR	Palantir Technologies Inc.	2,123	$247,690

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$895,713	6,112	-3.7%	Shares	Sole	2026-07-22
2026-03-31	$933,707	6,347	-23.6%	Shares	Sole	2026-05-07
2025-12-31	$1,618,727	8,305	-11.8%	Shares	Sole	2026-01-22
2025-09-30	$2,647,874	9,415	+17.2%	Shares	Sole	2025-10-14
2025-06-30	$1,756,473	8,034	+35.2%	Shares	Sole	2025-07-16
2025-03-31	$830,611	5,941	-1.4%	Shares	Sole	2025-05-12
2024-12-31	$1,004,339	6,027	+7.1%	Shares	Sole	2025-01-17
2024-09-30	$958,500	5,625	0.0%	Shares	Sole	2024-10-08
2024-06-30	$794,250	5,625	-5.7%	Shares	Sole	2024-08-12
2024-03-31	$749,263	5,965	+5.3%	Shares	Sole	2024-04-12
2023-12-31	$597,155	5,664	-2.9%	Shares	Sole	2024-01-22
2023-09-30	$617,831	5,833	-0.0%	Shares	Sole	2023-11-14
2023-06-30	$694,771	5,834	+2.6%	Shares	Sole	2023-08-10
2023-03-31	$528,250	5,685	+30.7%	Shares	Sole	2023-05-15
2022-12-31	$355,569	4,350	+0.5%	Shares	Sole	2023-02-13
2022-09-30	$264,433	4,330	-29.2%	Shares	Sole	2022-11-14
2022-06-30	$427,324	6,116	+16.9%	Shares	Sole	2022-07-28
2022-03-31	$432,926	5,233	-3.1%	Shares	Sole	2022-05-12
2021-12-31	$471,021	5,401	+6.5%	Shares	Sole	2022-02-11
2021-09-30	$441,836	5,071	-0.2%	Shares	Sole	2022-06-07
2021-06-30	$395,505	5,081	+1.1%	Shares	Sole	2022-06-07
2021-03-31	$352,674	5,026	0.0%	Shares	Sole	2022-06-07
2020-12-31	$325,131	5,026	-2.2%	Shares	Sole	2022-05-20
2020-09-30	$306,678	5,137	+2.3%	Shares	Sole	2022-05-20
2020-06-30	$277,621	5,023	+3.7%	Shares	Sole	2022-05-20
2020-03-31	$234,207	4,846	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.