SWS Partners

Position in ORCL — Oracle Corp

CIK 1731731 COLUMBUS, OH

Position in ORCL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,314,464

-$177,873 QoQ

Shares Held

15,793

-6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#1,242

of 3,472 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SWS Partners holds $22,598,606 across 5 Software - Infrastructure names. ORCL ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc.	60,161	$8,208,968
2	XYZ	Block, Inc.	89,958	$6,836,808
3	NET	Cloudflare, Inc.	17,357	$4,257,324
4	ORCL	Oracle Corp This page	15,793	$2,314,464
5	MSFT	Microsoft Corp	2,630	$981,042

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,314,464	15,793	-6.8%	Shares	Sole	2026-08-03
2026-03-31	$2,492,337	16,942	+22.1%	Shares	Sole	2026-04-21
2025-12-31	$2,703,791	13,872	-20.5%	Shares	Sole	2026-01-16
2025-09-30	$4,906,794	17,447	+1.8%	Shares	Sole	2025-10-16
2025-06-30	$3,747,974	17,143	-5.0%	Shares	Sole	2025-07-17
2025-03-31	$2,522,591	18,043	+1.8%	Shares	Sole	2025-05-27
2024-12-31	$2,953,694	17,725	+1.3%	Shares	Sole	2025-02-06
2024-09-30	$2,980,125	17,489	-7.2%	Shares	Sole	2024-10-15
2024-06-30	$2,660,631	18,843	+6511.6%	Shares	Sole	2024-07-17
2022-03-31	$23,578	285	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.