Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,688,663
+$182,297 QoQ
Shares Held
25,170
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,008
of 3,481 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, 2026Symphony Financial, Ltd. Co. holds $31,682,085 across 9 Software - Infrastructure names. ORCL ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
51,587 | $19,242,982 | |
| 2 | ORCL |
Oracle Corp
This page
|
25,170 | $3,688,663 | |
| 3 | PANW |
Palo Alto Networks Inc
|
9,084 | $3,097,825 | |
| 4 | FTNT |
Fortinet, Inc.
|
17,662 | $2,713,236 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
11,982 | $1,397,939 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,612 | $879,900 | |
| 7 | SNPS |
Synopsys Inc
|
603 | $268,980 | |
| 8 | VRSN |
Verisign Inc/Ca
|
797 | $200,493 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,688,663 | 25,170 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,506,366 | 23,835 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,044,577 | 20,751 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,526,263 | 26,761 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,644,602 | 30,392 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,944,477 | 13,908 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,339,138 | 26,039 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,572,265 | 20,964 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,283,910 | 16,175 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,021,064 | 16,090 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $810,334 | 7,686 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $648,760 | 6,125 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $753,006 | 6,323 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $689,931 | 7,425 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $570,381 | 6,978 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $585,661 | 9,590 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $702,472 | 10,054 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $874,125 | 10,566 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $722,622 | 8,286 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $347,997 | 3,994 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||