Montis Financial, LLC

Position in ORCL — Oracle Corp

CIK 1844314 WALTHAM, MA

Position in ORCL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$224,074

-$11,449 QoQ

Shares Held

1,529

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#3,097

of 3,472 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Montis Financial, LLC holds $5,032,268 across 5 Software - Infrastructure names. ORCL ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,621	$3,961,845
2	PLTR	Palantir Technologies Inc.	3,062	$357,243
3	FTNT	Fortinet, Inc.	1,792	$275,287
4	ORCL	Oracle Corp This page	1,529	$224,074
5	PANW	Palo Alto Networks Inc	627	$213,819

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,074	1,529	-4.5%	Shares	Sole	2026-08-06
2026-03-31	$235,523	1,601	+5.9%	Shares	Sole	2026-05-11
2025-12-31	$294,703	1,512	-54.7%	Shares	Sole	2026-02-11
2025-09-30	$938,779	3,338	0.0%	Shares	Sole	2025-10-28
2025-06-30	$729,786	3,338	0.0%	Shares	Sole	2025-07-17
2025-03-31	$466,685	3,338	-0.4%	Shares	Sole	2025-05-02
2024-12-31	$558,244	3,350	+0.4%	Shares	Sole	2025-02-10
2024-09-30	$568,795	3,338	0.0%	Shares	Sole	2024-10-10
2024-06-30	$471,325	3,338	-5.7%	Shares	Sole	2024-08-07
2024-03-31	$444,408	3,538	+12.7%	Shares	Sole	2024-04-16
2023-12-31	$330,839	3,138	-6.0%	Shares	Sole	2024-02-06
2023-09-30	$353,560	3,338	+6.4%	Shares	Sole	2023-10-31
2023-06-30	$373,704	3,138	-0.3%	Shares	Sole	2023-07-31
2023-03-31	$292,419	3,147	-3.8%	Shares	Sole	2023-05-11
2022-12-31	$267,535	3,273	0.0%	Shares	Sole	2023-02-02
2022-06-30	$228,684	3,273	-0.6%	Shares	Sole	2022-07-27
2022-03-31	$272,429	3,293	0.0%	Shares	Sole	2022-05-02
2021-12-31	$287,182	3,293	0.0%	Shares	Sole	2022-01-24
2021-09-30	$286,919	3,293	-37.5%	Shares	Sole	2021-10-26
2021-06-30	$410,450	5,273	0.0%	Shares	Sole	2021-07-26
2021-03-31	$370,006	5,273	0.0%	Shares	Sole	2021-05-04
2020-12-31	$341,110	5,273	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.