Position in ORCL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,576,283
-$491,712 QoQ
Shares Held
10,715
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026ARTHUR M. COHEN & ASSOCIATES, LLC holds $35,822,321 across 6 Software - Infrastructure names. ORCL ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
56,389 | $20,873,516 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
19,200 | $7,495,872 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
20,383 | $2,981,625 | |
| 4 | PANW |
Palo Alto Networks Inc
|
15,845 | $2,540,270 | |
| 5 | ORCL |
Oracle Corp
This page
|
10,715 | $1,576,283 | |
| 6 | OSPN |
OneSpan Inc.
|
33,690 | $354,755 |
All Filings in ORCL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,576,283 | 10,715 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,067,995 | 10,610 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,000,830 | 10,670 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,219,094 | 10,150 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,440,043 | 10,300 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,485,595 | 8,915 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,268,628 | 7,445 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,023,700 | 7,250 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $750,268 | 5,973 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $521,140 | 4,943 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $491,786 | 4,643 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $267,714 | 2,248 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $208,884 | 2,248 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||