West Branch Capital LLC

Position in ORCL — Oracle Corp

CIK 1738723 AMHERST, MA

Position in ORCL

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$6,303,555

+$28,873 QoQ

Shares Held

43,013

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#795

of 3,472 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

West Branch Capital LLC holds $27,960,483 across 5 Software - Infrastructure names. ORCL ranks #2 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	55,029	$20,526,917
2	ORCL	Oracle Corp This page	43,013	$6,303,555
3	PLTR	Palantir Technologies Inc.	9,521	$1,110,815
4	FFIV	F5, Inc.	32	$13,310
5	NET	Cloudflare, Inc.	24	$5,886

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,303,555	43,013	+0.8%	Shares	Sole	2026-07-10
2026-03-31	$6,274,682	42,653	+1.8%	Shares	Sole	2026-04-14
2025-12-31	$8,169,262	41,913	+2.8%	Shares	Sole	2026-01-16
2025-09-30	$11,465,311	40,767	+0.8%	Shares	Sole	2025-10-21
2025-06-30	$8,838,117	40,425	+2.1%	Shares	Sole	2025-07-16
2025-03-31	$5,533,959	39,582	+5.7%	Shares	Sole	2025-04-16
2024-12-31	$6,240,334	37,448	+3.8%	Shares	Sole	2025-01-17
2024-09-30	$6,146,839	36,073	+1.5%	Shares	Sole	2024-10-18
2024-06-30	$5,018,389	35,541	+1.9%	Shares	Sole	2024-07-26
2024-03-31	$4,379,267	34,864	+6.2%	Shares	Sole	2024-04-24
2023-12-31	$3,462,004	32,837	+1.6%	Shares	Sole	2024-01-19
2023-09-30	$3,422,169	32,309	+1.3%	Shares	Sole	2023-10-20
2023-06-30	$3,799,685	31,906	+0.7%	Shares	Sole	2023-08-07
2023-03-31	$2,943,241	31,675	-0.2%	Shares	Sole	2023-04-20
2022-12-31	$2,595,490	31,753	-0.4%	Shares	Sole	2023-01-27
2022-09-30	$1,946,300	31,870	-0.9%	Shares	Sole	2022-10-19
2022-06-30	$2,246,739	32,156	+0.4%	Shares	Sole	2022-07-28
2022-03-31	$2,648,600	32,015	-2.6%	Shares	Sole	2022-05-03
2021-12-31	$2,867,639	32,882	+2.0%	Shares	Sole	2022-01-24
2021-09-30	$2,810,116	32,252	+0.2%	Shares	Sole	2021-11-09
2021-06-30	$2,505,591	32,189	+2.6%	Shares	Sole	2021-08-17
2021-03-31	$2,202,004	31,381	-1.8%	Shares	Sole	2021-05-14
2020-12-31	$2,068,074	31,969	+2.5%	Shares	Sole	2021-02-08
2020-09-30	$1,861,326	31,178	+2.8%	Shares	Sole	2020-10-13
2020-06-30	$1,675,731	30,319	+38.5%	Shares	Sole	2020-07-08
2020-03-31	$1,058,088	21,893	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.