Position in ORCL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,564,008
+$304,307 QoQ
Shares Held
58,215
+37.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NFSG Corp holds $57,292,222 across 32 Software - Infrastructure names. ORCL ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,874 | $15,500,498 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
89,462 | $13,086,501 | |
| 3 | ORCL |
Oracle Corp
This page
|
58,215 | $8,564,008 | |
| 4 | CRWV |
CoreWeave, Inc.
|
70,427 | $5,455,979 | |
| 5 | NET |
Cloudflare, Inc.
|
25,962 | $5,356,999 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
34,276 | $3,345,423 | |
| 7 | SNPS |
Synopsys Inc
|
4,902 | $1,943,544 | |
| 8 | PANW |
Palo Alto Networks Inc
|
8,686 | $1,392,539 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,564,008 | 58,215 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,259,701 | 42,377 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,123,233 | 35,995 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,770,110 | 35,540 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $4,020,096 | 28,754 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,190,816 | 13,147 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $841,776 | 4,940 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $272,092 | 1,927 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $228,861 | 1,822 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $214,971 | 2,039 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $106,025 | 1,001 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $118,732 | 997 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $92,269 | 993 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $80,922 | 990 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $3,603 | 59 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $5,379 | 77 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $58,572 | 708 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $92,268 | 1,058 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $56,024 | 643 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $96,755 | 1,243 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $28,559 | 407 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $29,369 | 454 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $23,641 | 396 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||