Legacy Trust

Position in ORCL — Oracle Corp

CIK 1772483 GRAND RAPIDS, MI

Position in ORCL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,607,710

-$134,420 QoQ

Shares Held

17,794

-4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,173

of 3,472 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Technology · as of Jun 30, 2026

Legacy Trust holds $43,019,006 across 5 Software - Infrastructure names. ORCL ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	67,441	$22,998,729
2	MSFT	Microsoft Corp	43,996	$16,411,387
3	ORCL	Oracle Corp This page	17,794	$2,607,710
4	FTNT	Fortinet, Inc.	4,352	$668,554
5	PLTR	Palantir Technologies Inc.	2,851	$332,626

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,607,710	17,794	-4.5%	Shares	Sole	2026-07-31
2026-03-31	$2,742,130	18,640	-1.1%	Shares	Sole	2026-04-14
2025-12-31	$3,674,053	18,850	-4.3%	Shares	Sole	2026-01-22
2025-09-30	$5,538,740	19,694	+7.1%	Shares	Sole	2025-10-24
2025-06-30	$4,021,480	18,394	-6.9%	Shares	Sole	2025-07-22
2025-03-31	$2,762,226	19,757	+0.2%	Shares	Sole	2025-04-16
2024-12-31	$3,286,307	19,721	-1.1%	Shares	Sole	2025-01-23
2024-09-30	$3,397,094	19,936	+3.3%	Shares	Sole	2024-10-29
2024-06-30	$2,725,583	19,303	+0.0%	Shares	Sole	2024-07-16
2024-03-31	$2,424,021	19,298	+0.4%	Shares	Sole	2024-04-23
2023-12-31	$2,026,891	19,225	-4.1%	Shares	Sole	2024-01-24
2023-09-30	$2,122,636	20,040	+0.0%	Shares	Sole	2023-10-16
2023-06-30	$2,386,087	20,036	+0.2%	Shares	Sole	2023-08-08
2023-03-31	$1,857,563	19,991	-2.4%	Shares	Sole	2023-04-19
2022-12-31	$1,674,934	20,491	—	Shares	Sole	2023-04-03
No filing history on record for this holder in this stock.