Patriot Financial Group Insurance Agency, LLC
InsurancePosition in ORCL — Oracle Corp
CIK 1694883
Westborough, MA
Position in ORCL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,731,398
-$2,125,585 QoQ
Shares Held
18,638
-43.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,148
of 3,472 holders
Holding Since
Mar 2020
25 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, 2026Patriot Financial Group Insurance Agency, LLC holds $33,296,854 across 9 Software - Infrastructure names. ORCL ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,519 | $19,590,637 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
44,402 | $5,180,381 | |
| 3 | FTNT |
Fortinet, Inc.
|
19,652 | $3,018,940 | |
| 4 | ORCL |
Oracle Corp
This page
|
18,638 | $2,731,398 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,756 | $939,851 | |
| 6 | PATH |
UiPath, Inc.
|
85,374 | $928,015 | |
| 7 | VRSN |
Verisign Inc/Ca
|
2,400 | $603,744 | |
| 8 | PGY |
Pagaya Technologies Ltd.
|
13,118 | $239,403 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,731,398 | 18,638 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,856,983 | 33,016 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,109,175 | 26,213 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,495,889 | 26,653 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $4,964,212 | 22,706 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,621,018 | 18,747 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,089,505 | 18,540 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,994,609 | 17,574 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,500,793 | 17,711 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,988,155 | 15,828 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,417,190 | 13,442 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,221,045 | 11,528 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,037,154 | 8,709 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $599,984 | 6,457 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $250,042 | 3,059 | Shares | Sole | 2023-01-17 | |
| 2022-06-30 | $177,958 | 2,547 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $204,922 | 2,477 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $311,775 | 3,575 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $445,234 | 5,110 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $381,260 | 4,898 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $272,399 | 3,882 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $220,010 | 3,401 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $92,773 | 1,554 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $81,357 | 1,472 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $64,133 | 1,327 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||