American Trust

Position in ORCL — Oracle Corp

CIK 1905128 LEXINGTON, KY

Position in ORCL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$228,764

-$2,934 QoQ

Shares Held

1,561

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#3,077

of 3,472 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

American Trust holds $13,208,450 across 6 Software - Infrastructure names. ORCL ranks #6 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	30,664	$11,438,285
2	CPAY	Corpay, Inc.	1,550	$516,568
3	MDB	MongoDB, Inc.	1,205	$404,759
4	OKTA	Okta, Inc.	2,706	$369,233
5	AKAM	Akamai Technologies Inc	2,122	$250,841
6	ORCL	Oracle Corp This page	1,561	$228,764

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,764	1,561	-0.9%	Shares	Sole	2026-08-14
2026-03-31	$231,698	1,575	-2.9%	Shares	Sole	2026-05-01
2025-12-31	$316,144	1,622	+11.1%	Shares	Sole	2026-02-17
2025-09-30	$410,610	1,460	0.0%	Shares	Sole	2025-11-17
2025-06-30	$319,199	1,460	+11.5%	Shares	Sole	2025-09-03
2024-12-31	$218,298	1,310	0.0%	Shares	Sole	2025-02-18
2024-09-30	$223,224	1,310	-84.0%	Shares	Sole	2024-11-29
2022-12-31	$668,141	8,174	-51.8%	Shares	Sole	2023-02-16
2022-09-30	$1,035,624	16,958	+10.8%	Shares	Defined	2022-12-02
2022-06-30	$1,069,569	15,308	+8.6%	Shares	Defined	2022-10-03
2022-03-31	$1,165,913	14,093	-8.0%	Shares	Sole	2022-06-08
2021-12-31	$1,335,881	15,318	—	Shares	Sole	2022-03-17
No filing history on record for this holder in this stock.