Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,326,130
+$349,909 QoQ
Shares Held
9,049
+36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,592
of 3,472 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Stiles Financial Services Inc holds $14,587,125 across 7 Software - Infrastructure names. ORCL ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,084 | $7,864,753 | |
| 2 | SNPS |
Synopsys Inc
|
6,630 | $2,957,444 | |
| 3 | ORCL |
Oracle Corp
This page
|
9,049 | $1,326,130 | |
| 4 | FTNT |
Fortinet, Inc.
|
6,922 | $1,063,357 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,719 | $550,565 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,298 | $442,643 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,840 | $382,233 |
All Filings in ORCL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,326,130 | 9,049 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $976,221 | 6,636 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $593,695 | 3,046 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $301,208 | 1,071 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||