Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,536,040
+$778,984 QoQ
Shares Held
51,423
+12.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#734
of 3,472 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $175,413,452 across 17 Software - Infrastructure names. ORCL ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
232,689 | $86,797,650 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
332,171 | $38,754,390 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
94,504 | $18,029,945 | |
| 4 | PANW |
Palo Alto Networks Inc
|
29,633 | $10,105,445 | |
| 5 | FTNT |
Fortinet, Inc.
|
52,057 | $7,996,996 | |
| 6 | ORCL |
Oracle Corp
This page
|
51,423 | $7,536,040 | |
| 7 | TOST |
Toast, Inc.
|
45,336 | $1,261,247 | |
| 8 | NET |
Cloudflare, Inc.
|
4,671 | $1,145,702 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,536,040 | 51,423 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,757,056 | 45,932 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,578,072 | 49,141 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,640,791 | 52,058 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,197,121 | 46,641 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,644,409 | 40,372 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,139,184 | 36,841 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,276,513 | 36,834 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,692,076 | 33,230 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,136,751 | 17,011 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,951,931 | 18,514 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,787,294 | 16,874 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,084,194 | 17,501 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,537,547 | 16,547 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,262,801 | 15,449 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $356,832 | 5,843 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $314,624 | 4,503 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $391,643 | 4,734 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $354,072 | 4,060 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $284,218 | 3,262 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||