Position in ORCL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,323,110
+$265,042 QoQ
Shares Held
15,852
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,237
of 3,471 holders
Holding Since
Dec 2020
17 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 Jun 30, 2026Cooper Financial Group holds $31,400,421 across 8 Software - Infrastructure names. ORCL ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
59,344 | $22,136,498 | |
| 2 | PANW |
Palo Alto Networks Inc
|
7,035 | $2,399,075 | |
| 3 | ORCL |
Oracle Corp
This page
|
15,852 | $2,323,110 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
11,734 | $1,369,005 | |
| 5 | FTNT |
Fortinet, Inc.
|
8,363 | $1,284,724 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
17,612 | $840,026 | |
| 7 | SNPS |
Synopsys Inc
|
1,698 | $757,426 | |
| 8 | CRWV |
CoreWeave, Inc.
|
2,919 | $290,557 |
All Filings in ORCL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,323,110 | 15,852 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,058,068 | 13,990 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,321,183 | 11,909 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,235,384 | 11,504 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,044,627 | 9,352 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,502,677 | 10,748 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,122,327 | 12,736 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,848,499 | 10,848 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $872,192 | 6,177 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $561,727 | 4,472 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $531,156 | 5,038 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $372,096 | 3,513 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $391,210 | 3,285 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $329,401 | 3,545 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $206,556 | 2,527 | Shares | Sole | 2023-01-13 | |
| 2022-03-31 | $203,350 | 2,458 | Shares | Sole | 2022-04-25 | |
| 2020-12-31 | $268,851 | 4,156 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||