Klingman & Associates, LLC

Position in ORCL — Oracle Corp

CIK 1662449 New York, NY

Position in ORCL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,087,458

-$69,763 QoQ

Shares Held

14,244

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,303

of 3,471 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Klingman & Associates, LLC holds $18,613,010 across 6 Software - Infrastructure names. ORCL ranks #2 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	37,765	$14,087,100
2	ORCL	Oracle Corp This page	14,244	$2,087,458
3	PANW	Palo Alto Networks Inc	2,647	$902,679
4	FFIV	F5, Inc.	1,931	$803,218
5	PLTR	Palantir Technologies Inc.	4,500	$525,015
6	FTNT	Fortinet, Inc.	1,351	$207,540

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,087,458	14,244	-2.9%	Shares	Sole	2026-07-29
2026-03-31	$2,157,221	14,664	+1.8%	Shares	Sole	2026-05-14
2025-12-31	$2,808,068	14,407	-0.8%	Shares	Sole	2026-01-29
2025-09-30	$4,085,011	14,525	+2.2%	Shares	Sole	2025-10-27
2025-06-30	$3,107,825	14,215	+15.5%	Shares	Sole	2025-07-30
2025-03-31	$1,721,200	12,311	+2.8%	Shares	Sole	2025-05-13
2024-12-31	$1,995,180	11,973	+4.2%	Shares	Sole	2025-01-31
2024-09-30	$1,958,066	11,491	+0.3%	Shares	Sole	2024-11-01
2024-06-30	$1,618,434	11,462	+2.4%	Shares	Sole	2024-07-30
2024-03-31	$1,406,580	11,198	-0.0%	Shares	Sole	2024-05-01
2023-12-31	$1,180,710	11,199	0.0%	Shares	Sole	2024-01-29
2023-09-30	$1,186,198	11,199	-8.3%	Shares	Sole	2023-10-30
2023-06-30	$1,455,041	12,218	+59.1%	Shares	Sole	2023-07-31
2023-03-31	$713,532	7,679	-1.9%	Shares	Sole	2023-05-03
2022-12-31	$639,778	7,827	+2.4%	Shares	Sole	2023-02-03
2022-09-30	$466,635	7,641	+1.7%	Shares	Sole	2022-10-28
2022-06-30	$525,003	7,514	-0.2%	Shares	Sole	2022-07-27
2022-03-31	$622,791	7,528	+161.1%	Shares	Sole	2022-05-06
2021-03-31	$202,300	2,883	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.