Position in ORCL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,075,427
-$17,126 QoQ
Shares Held
14,108
+31.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Larson Financial Group LLC holds $55,470,509 across 77 Software - Infrastructure names. ORCL ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
88,625 | $32,806,316 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
64,354 | $9,413,703 | |
| 3 | ORCL |
Oracle Corp
This page
|
14,108 | $2,075,427 | |
| 4 | PANW |
Palo Alto Networks Inc
|
9,842 | $1,577,869 | |
| 5 | NET |
Cloudflare, Inc.
|
7,005 | $1,445,411 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,640 | $1,441,540 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
12,897 | $1,258,779 | |
| 8 | SNPS |
Synopsys Inc
|
2,485 | $985,252 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,075,427 | 14,108 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,092,553 | 10,736 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,087,171 | 10,977 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,426,123 | 6,523 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $793,281 | 5,674 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $834,699 | 5,009 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $823,884 | 4,835 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $410,468 | 2,907 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,595,875 | 12,705 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $200,422 | 1,901 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $141,615 | 1,337 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $152,792 | 1,283 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $150,716 | 1,622 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $991,424 | 12,129 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $741,389 | 12,140 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $90,900 | 1,301 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $181,344 | 2,192 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $194,914 | 2,235 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $268,534 | 3,082 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $177,475 | 2,280 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $145,322 | 2,071 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,746 | 27 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $4,656 | 78 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,868 | 70 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $77,617 | 1,606 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||