Position in ORCL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$17,084,212
-$225,191 QoQ
Shares Held
116,576
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#473
of 3,472 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $348,288,014 across 7 Software - Infrastructure names. ORCL ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
647,049 | $241,362,217 | |
| 2 | PANW |
Palo Alto Networks Inc
|
187,888 | $64,073,565 | |
| 3 | ORCL |
Oracle Corp
This page
|
116,576 | $17,084,212 | |
| 4 | SNPS |
Synopsys Inc
|
26,943 | $12,018,464 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
66,270 | $7,731,720 | |
| 6 | RELY |
Remitly Global, Inc.
|
219,513 | $4,919,286 | |
| 7 | FFIV |
F5, Inc.
|
2,641 | $1,098,550 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,084,212 | 116,576 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $17,309,403 | 117,663 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $25,107,526 | 128,816 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $36,076,904 | 128,278 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $28,643,809 | 131,015 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $18,661,419 | 133,477 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $29,940,208 | 179,670 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $30,662,287 | 179,943 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $24,724,543 | 175,103 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,402,436 | 170,388 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,260,367 | 163,714 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,912,467 | 150,231 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $14,447,998 | 121,320 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $10,581,172 | 113,874 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $8,291,378 | 101,436 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $317,808 | 5,204 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $348,232 | 4,984 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $412,326 | 4,984 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $485,236 | 5,564 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $510,930 | 5,864 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||