Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,218,341
+$3,066,088 QoQ
Shares Held
226,669
+10.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#340
of 3,472 holders
Holding Since
Dec 2023
11 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, 2026Vest Financial, LLC holds $194,151,325 across 9 Software - Infrastructure names. ORCL ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
347,843 | $129,752,395 | |
| 2 | ORCL |
Oracle Corp
This page
|
226,669 | $33,218,341 | |
| 3 | NTAP |
NetApp, Inc.
|
59,730 | $9,243,814 | |
| 4 | VRSN |
Verisign Inc/Ca
|
36,177 | $9,100,686 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
55,059 | $6,423,733 | |
| 6 | ATEN |
A10 Networks, Inc.
|
66,670 | $2,490,791 | |
| 7 | GEN |
Gen Digital Inc.
|
88,749 | $2,208,962 | |
| 8 | DOX |
Amdocs Ltd
|
27,907 | $1,410,419 |
All Filings in ORCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,218,341 | 226,669 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $30,152,253 | 204,964 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $18,479,611 | 94,811 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $21,167,527 | 75,265 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $13,688,424 | 62,610 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,650,342 | 47,567 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,789,732 | 28,743 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $4,469,421 | 26,229 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $1,631,424 | 11,554 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,272,805 | 10,133 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $288,140 | 2,733 | Shares | Defined | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||