Position in ORCL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$11,493,262
-$4,212,001 QoQ
Shares Held
78,127
-3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026Callan Family Office, LLC holds $181,157,965 across 31 Software - Infrastructure names. ORCL ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
343,239 | $127,056,780 | |
| 2 | ORCL |
Oracle Corp
This page
|
78,127 | $11,493,262 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
76,707 | $11,220,699 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
19,191 | $7,492,358 | |
| 5 | PANW |
Palo Alto Networks Inc
|
30,680 | $4,918,617 | |
| 6 | NET |
Cloudflare, Inc.
|
12,302 | $2,538,394 | |
| 7 | SNPS |
Synopsys Inc
|
5,706 | $2,262,314 | |
| 8 | NTAP |
NetApp, Inc.
|
14,104 | $1,444,108 |
All Filings in ORCL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,493,262 | 78,127 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,705,263 | 80,577 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,093,677 | 57,224 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,599,168 | 43,906 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,167,954 | 22,659 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,248,153 | 25,493 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $768,333 | 4,509 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $460,170 | 3,259 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $334,373 | 2,662 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $289,405 | 2,745 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $281,959 | 2,662 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $345,837 | 2,904 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $271,419 | 2,921 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||