Position in ORCL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,293,800
+$15,214 QoQ
Shares Held
15,652
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#1,252
of 3,472 holders
Holding Since
Jun 2021
21 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, 2026Tempus Wealth Planning, LLC holds $12,630,599 across 7 Software - Infrastructure names. ORCL ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,552 | $8,039,327 | |
| 2 | ORCL |
Oracle Corp
This page
|
15,652 | $2,293,800 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,262 | $1,197,267 | |
| 4 | TENB |
Tenable Holdings, Inc.
|
12,940 | $477,227 | |
| 5 | ZS |
Zscaler, Inc.
|
2,411 | $340,312 | |
| 6 | XYZ |
Block, Inc.
|
2,675 | $203,300 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,664 | $79,366 |
All Filings in ORCL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,293,800 | 15,652 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,278,586 | 15,489 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,103,162 | 15,921 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,467,216 | 15,884 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,381,550 | 15,467 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,888,693 | 13,509 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,193,815 | 13,165 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,203,442 | 12,931 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,770,648 | 12,540 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,514,102 | 12,054 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,260,731 | 11,958 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,294,342 | 12,220 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,712,156 | 14,377 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,299,672 | 13,987 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,023,630 | 12,523 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $764,779 | 12,523 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $863,872 | 12,364 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,018,737 | 12,314 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,127,014 | 12,923 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,119,359 | 12,847 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $937,816 | 12,048 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||