Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15,827
+$2,293 QoQ
Shares Held
108
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,418
of 3,472 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $6,482,073 across 26 Software - Infrastructure names. ORCL ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,703 | $5,857,533 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,019 | $347,499 | |
| 3 | NET |
Cloudflare, Inc.
|
440 | $107,923 | |
| 4 | FTNT |
Fortinet, Inc.
|
438 | $67,285 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
338 | $39,434 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
460 | $21,940 | |
| 7 | ORCL |
Oracle Corp
This page
|
108 | $15,827 | |
| 8 | NTNX |
Nutanix, Inc.
|
100 | $5,096 |
All Filings in ORCL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,827 | 108 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,534 | 92 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $41,515 | 213 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $59,904 | 213 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $46,568 | 213 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $29,779 | 213 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $35,494 | 213 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $15,847 | 93 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $13,131 | 93 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $11,807 | 94 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,066 | 86 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $8,791 | 83 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $10,241 | 86 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,969 | 75 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,659 | 57 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,480 | 57 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,982 | 57 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $21,261 | 257 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,970 | 57 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,966 | 57 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,436 | 57 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,999 | 57 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $68,377 | 1,057 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $63,102 | 1,057 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||