Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,425,255
-$148,581 QoQ
Shares Held
16,549
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,208
of 3,472 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $22,997,303 across 12 Software - Infrastructure names. ORCL ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
36,298 | $13,539,879 | |
| 2 | ORCL |
Oracle Corp
This page
|
16,549 | $2,425,255 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,898 | $1,388,139 | |
| 4 | NTAP |
NetApp, Inc.
|
8,288 | $1,282,650 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
6,500 | $1,240,102 | |
| 6 | SNPS |
Synopsys Inc
|
1,496 | $667,320 | |
| 7 | PANW |
Palo Alto Networks Inc
|
1,663 | $567,116 | |
| 8 | AKAM |
Akamai Technologies Inc
|
4,566 | $539,746 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,425,255 | 16,549 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,573,836 | 17,496 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,154,618 | 16,185 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $4,680,396 | 16,642 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $4,231,365 | 19,354 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,797,038 | 20,006 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,891,204 | 17,350 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $2,331,072 | 13,680 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $803,428 | 5,690 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,194,927 | 9,513 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $984,610 | 9,339 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $461,917 | 4,361 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $458,496 | 3,850 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $360,994 | 3,885 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $305,707 | 3,740 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $508,529 | 8,327 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $569,580 | 8,152 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $656,628 | 7,937 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $760,035 | 8,715 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $562,424 | 6,455 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $373,865 | 4,803 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $300,959 | 4,289 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $261,282 | 4,039 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $354,976 | 5,946 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $349,306 | 6,320 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||