Position in ORCL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$641,156
-$2,450 QoQ
Shares Held
4,375
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,168
of 3,472 holders
Holding Since
Dec 2021
18 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, 2026Alan B Lancz & Associates, Inc. holds $6,643,338 across 7 Software - Infrastructure names. ORCL ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,363 | $3,865,606 | |
| 2 | GEN |
Gen Digital Inc.
|
32,900 | $818,881 | |
| 3 | ORCL |
Oracle Corp
This page
|
4,375 | $641,156 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,550 | $528,581 | |
| 5 | PATH |
UiPath, Inc.
|
29,200 | $317,404 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,280 | $244,204 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,950 | $227,506 |
All Filings in ORCL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,156 | 4,375 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $643,606 | 4,375 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,007,489 | 5,169 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,369,357 | 4,869 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,009,851 | 4,619 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $631,801 | 4,519 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $665,560 | 3,994 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $782,817 | 4,594 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $648,672 | 4,594 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $484,345 | 4,594 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $486,596 | 4,594 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $547,099 | 4,594 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $426,874 | 4,594 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $375,513 | 4,594 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $280,555 | 4,594 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $320,982 | 4,594 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $426,307 | 5,153 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $449,393 | 5,153 | Shares | Sole | 2022-04-13 | |
| No filing history on record for this holder in this stock. | ||||||