Position in ORCL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,177,979
-$94,338 QoQ
Shares Held
96,745
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#531
of 3,472 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $84,300,930 across 7 Software - Infrastructure names. ORCL ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
178,186 | $66,466,941 | |
| 2 | ORCL |
Oracle Corp
This page
|
96,745 | $14,177,979 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,588 | $1,235,301 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,585 | $881,536 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,772 | $719,641 | |
| 6 | FFIV |
F5, Inc.
|
1,335 | $555,306 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,720 | $264,226 |
All Filings in ORCL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,177,979 | 96,745 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $14,272,317 | 97,018 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,339,554 | 99,223 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $30,273,517 | 107,643 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $26,383,831 | 120,678 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $16,729,804 | 119,661 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $38,297,038 | 229,819 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $41,992,012 | 246,432 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $35,009,269 | 247,941 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $29,750,728 | 236,850 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $24,648,479 | 233,790 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $24,779,984 | 233,950 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $23,053,204 | 193,578 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $19,121,728 | 205,787 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $17,375,962 | 212,576 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||