WILLNER & HELLER, LLC

Position in ORCL — Oracle Corp

CIK 1927796 ENCINO, CA

Position in ORCL

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$391,288

-$51,071 QoQ

Shares Held

2,670

-11.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#2,594

of 3,472 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WILLNER & HELLER, LLC holds $7,232,812 across 5 Software - Infrastructure names. ORCL ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,813	$3,660,445
2	FTNT	Fortinet, Inc.	9,940	$1,526,982
3	PLTR	Palantir Technologies Inc.	11,553	$1,347,888
4	ORCL	Oracle Corp This page	2,670	$391,288
5	CRWD	CrowdStrike Holdings, Inc.	6,420	$306,209

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$391,288	2,670	-11.2%	Shares	Sole	2026-07-07
2026-03-31	$442,359	3,007	+6.9%	Shares	Sole	2026-04-17
2025-12-31	$548,086	2,812	-2.2%	Shares	Sole	2026-01-12
2025-09-30	$808,565	2,875	+0.2%	Shares	Sole	2025-10-16
2025-06-30	$627,468	2,870	+0.3%	Shares	Sole	2025-07-22
2025-03-31	$399,996	2,861	+0.2%	Shares	Sole	2025-05-05
2024-12-31	$475,757	2,855	+0.2%	Shares	Sole	2025-01-16
2024-09-30	$485,469	2,849	+0.3%	Shares	Sole	2024-10-10
2024-06-30	$401,008	2,840	+0.3%	Shares	Sole	2024-07-19
2024-03-31	$355,601	2,831	+0.4%	Shares	Sole	2024-07-19
2023-12-31	$297,418	2,821	+1.5%	Shares	Sole	2024-03-06
2022-12-31	$227,073	2,778	+13.4%	Shares	Sole	2023-02-14
2022-03-31	$202,688	2,450	+0.3%	Shares	Sole	2022-07-05
2021-12-31	$212,966	2,442	—	Shares	Sole	2022-06-06
No filing history on record for this holder in this stock.