Position in ORCL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$472,623
-$11,074 QoQ
Shares Held
3,225
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,423
of 3,472 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Jacobsen Capital Management holds $7,974,147 across 6 Software - Infrastructure names. ORCL ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,561 | $5,804,564 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,833 | $625,089 | |
| 3 | ORCL |
Oracle Corp
This page
|
3,225 | $472,623 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,835 | $447,429 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,124 | $405,227 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,427 | $219,215 |
All Filings in ORCL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,623 | 3,225 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $483,697 | 3,288 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $537,171 | 2,756 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $855,813 | 3,043 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $651,517 | 2,980 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $378,605 | 2,708 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $406,768 | 2,441 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $409,641 | 2,404 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $336,762 | 2,385 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $237,026 | 1,887 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||