Whelan Financial

Position in ORCL — Oracle Corp

CIK 1894921 FRESNO, CA

Position in ORCL

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

Position Value

$412,391

-$56,742 QoQ

Shares Held

2,814

-11.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#2,543

of 3,472 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Whelan Financial holds $5,817,034 across 5 Software - Infrastructure names. ORCL ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	12,341	$4,603,439
2	PANW	Palo Alto Networks Inc	1,486	$506,755
3	ORCL	Oracle Corp This page	2,814	$412,391
4	SNPS	Synopsys Inc	498	$222,142
5	CRWD	CrowdStrike Holdings, Inc.	1,516	$72,307

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,391	2,814	-11.8%	Shares	Sole	2026-07-24
2026-03-31	$469,133	3,189	+7.5%	Shares	Sole	2026-04-24
2025-12-31	$578,297	2,967	-15.5%	Shares	Sole	2026-02-02
2025-09-30	$987,152	3,510	+54.5%	Shares	Sole	2025-10-29
2025-06-30	$496,727	2,272	+0.6%	Shares	Sole	2025-07-21
2025-03-31	$315,690	2,258	+21.3%	Shares	Sole	2025-04-29
2024-12-31	$310,117	1,861	+33.0%	Shares	Sole	2025-02-14
2024-09-30	$238,389	1,399	—	Shares	Sole	2024-10-28
No filing history on record for this holder in this stock.