Position in ORCL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,643,704
-$231,948 QoQ
Shares Held
11,216
-12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,443
of 3,472 holders
Holding Since
Mar 2020
26 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, 2026Sargent Investment Group, LLC holds $70,266,308 across 6 Software - Infrastructure names. ORCL ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
383,906 | $44,790,313 | |
| 2 | MSFT |
Microsoft Corp
|
60,572 | $22,594,567 | |
| 3 | ORCL |
Oracle Corp
This page
|
11,216 | $1,643,704 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,600 | $496,041 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,396 | $476,063 | |
| 6 | XYZ |
Block, Inc.
|
3,495 | $265,620 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,643,704 | 11,216 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,875,652 | 12,750 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,468,730 | 12,666 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,591,153 | 12,769 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,102,127 | 9,615 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,304,427 | 9,330 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,545,419 | 9,274 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,991,124 | 11,685 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,786,886 | 12,655 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,584,570 | 12,615 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,680,659 | 15,941 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,664,109 | 15,711 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,714,896 | 14,400 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,334,795 | 14,365 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,167,247 | 14,280 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $872,079 | 14,280 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $997,743 | 14,280 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,181,384 | 14,280 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,212,480 | 13,903 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,172,595 | 13,458 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,107,118 | 14,223 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $998,027 | 14,223 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $811,730 | 12,548 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $729,235 | 12,215 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $605,759 | 10,960 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $553,861 | 11,460 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||