Position in ORCL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$9,577,042
+$298,962 QoQ
Shares Held
65,350
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#648
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, 2026KMG FIDUCIARY PARTNERS, LLC holds $74,954,923 across 6 Software - Infrastructure names. ORCL ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
117,102 | $43,681,388 | |
| 2 | FTNT |
Fortinet, Inc.
|
64,550 | $9,916,171 | |
| 3 | ORCL |
Oracle Corp
This page
|
65,350 | $9,577,042 | |
| 4 | PANW |
Palo Alto Networks Inc
|
17,687 | $6,031,620 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
42,464 | $4,954,274 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
16,656 | $794,428 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,577,042 | 65,350 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $9,278,080 | 63,069 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,583,779 | 64,562 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $20,591,549 | 73,217 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $15,873,849 | 72,606 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $10,053,457 | 71,908 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $13,398,355 | 80,403 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $13,787,064 | 80,910 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $11,063,161 | 78,351 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $9,659,534 | 76,901 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $7,406,879 | 70,254 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,946,445 | 65,582 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $7,415,377 | 62,267 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,622,031 | 60,504 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $5,197,437 | 63,585 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,832,936 | 62,763 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,705,715 | 38,725 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,643,679 | 19,868 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,485,833 | 28,504 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,426,657 | 27,851 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,124,710 | 14,449 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $620,232 | 8,839 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $526,253 | 8,135 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $479,689 | 8,035 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $434,698 | 7,865 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $396,547 | 8,205 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||