Position in ORCL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,189,163
-$67,063 QoQ
Shares Held
14,938
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,278
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, 2026Everhart Financial Group, Inc. holds $36,241,795 across 16 Software - Infrastructure names. ORCL ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,855 | $21,581,072 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,553 | $2,916,744 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
23,358 | $2,725,177 | |
| 4 | ORCL |
Oracle Corp
This page
|
14,938 | $2,189,163 | |
| 5 | NET |
Cloudflare, Inc.
|
6,822 | $1,673,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
6,719 | $1,032,172 | |
| 7 | SNPS |
Synopsys Inc
|
2,307 | $1,029,083 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12,740 | $607,650 |
All Filings in ORCL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,189,163 | 14,938 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,256,226 | 15,337 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,471,263 | 12,679 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,788,021 | 13,469 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,740,527 | 12,535 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,826,897 | 13,067 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,131,825 | 12,793 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,076,835 | 12,188 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,533,149 | 10,858 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,177,593 | 9,375 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $755,195 | 7,163 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $748,536 | 7,067 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $785,398 | 6,595 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $569,042 | 6,124 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $375,350 | 4,592 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $312,128 | 5,111 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $357,245 | 5,113 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $404,880 | 4,894 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $353,985 | 4,059 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $344,250 | 3,951 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $328,874 | 4,225 | Shares | Sole | 2021-07-16 | |
| No filing history on record for this holder in this stock. | ||||||