Essex LLC

Position in ORCL — Oracle Corp

CIK 1889147 DEER PARK, IL

Position in ORCL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$340,728

-$1,008 QoQ

Shares Held

2,325

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,719

of 3,471 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Essex LLC holds $8,415,356 across 7 Software - Infrastructure names. ORCL ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	15,283	$5,700,864
2	VRSN	Verisign Inc/Ca	5,097	$1,282,201
3	PLTR	Palantir Technologies Inc.	3,835	$447,429
4	ORCL	Oracle Corp This page	2,325	$340,728
5	NTAP	NetApp, Inc.	1,500	$232,140
6	FFIV	F5, Inc.	513	$213,387
7	CRWD	CrowdStrike Holdings, Inc.	4,164	$198,607

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,728	2,325	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$341,736	2,323	+3.2%	Shares	Sole	2026-04-24
2025-12-31	$438,742	2,251	+7.0%	Shares	Sole	2026-01-20
2025-09-30	$591,447	2,103	-20.2%	Shares	Sole	2025-10-23
2025-06-30	$575,871	2,634	+1.1%	Shares	Sole	2025-07-28
2025-03-31	$364,344	2,606	-9.2%	Shares	Sole	2025-04-25
2024-12-31	$478,256	2,870	+0.1%	Shares	Sole	2025-01-28
2024-09-30	$488,707	2,868	+0.0%	Shares	Sole	2024-10-18
2024-06-30	$404,820	2,867	+3.7%	Shares	Sole	2024-07-23
2024-03-31	$347,311	2,765	+0.1%	Shares	Sole	2024-05-03
2023-12-31	$291,303	2,763	-2.9%	Shares	Sole	2024-01-29
2023-09-30	$301,448	2,846	+0.1%	Shares	Sole	2023-10-16
2023-06-30	$338,691	2,844	—	Shares	Sole	2023-07-31
No filing history on record for this holder in this stock.