Position in ORCL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$209,273
-$62,439 QoQ
Shares Held
1,428
-22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#921
of 1,020 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, 2026Center for Financial Planning, Inc. holds $10,809,065 across 18 Software - Infrastructure names. ORCL ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,365 | $9,834,672 | |
| 2 | ORCL |
Oracle Corp
This page
|
1,428 | $209,273 | |
| 3 | SNPS |
Synopsys Inc
|
258 | $115,086 | |
| 4 | PANW |
Palo Alto Networks Inc
|
294 | $100,259 | |
| 5 | ARQQ |
Arqit Quantum Inc.
|
2,818 | $83,750 | |
| 6 | CRWV |
CoreWeave, Inc.
|
790 | $78,636 | |
| 7 | XYZ |
Block, Inc.
|
917 | $69,692 | |
| 8 | XNDU |
Xanadu Quantum Technologies Ltd
|
4,550 | $55,100 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,273 | 1,428 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $271,712 | 1,847 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $363,507 | 1,865 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $527,325 | 1,875 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $453,657 | 2,075 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $269,973 | 1,931 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $275,955 | 1,656 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $274,344 | 1,610 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $227,332 | 1,610 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $216,802 | 1,726 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $161,307 | 1,530 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $162,057 | 1,530 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $182,207 | 1,530 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $142,167 | 1,530 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $117,296 | 1,435 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $80,917 | 1,325 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $92,577 | 1,325 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $109,617 | 1,325 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $115,553 | 1,325 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $115,447 | 1,325 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $103,138 | 1,325 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $95,080 | 1,355 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $94,123 | 1,455 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $86,863 | 1,455 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $80,417 | 1,455 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $70,320 | 1,455 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||