Position in ORCL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,979,150
-$127,734 QoQ
Shares Held
47,623
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#760
of 3,472 holders
Holding Since
Sep 2022
16 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, 2026Colonial Trust Co / SC holds $48,285,026 across 23 Software - Infrastructure names. ORCL ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
62,745 | $23,405,139 | |
| 2 | PANW |
Palo Alto Networks Inc
|
48,036 | $16,381,236 | |
| 3 | ORCL |
Oracle Corp
This page
|
47,623 | $6,979,150 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,400 | $457,884 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,602 | $420,245 | |
| 6 | SNPS |
Synopsys Inc
|
537 | $239,539 | |
| 7 | FTNT |
Fortinet, Inc.
|
754 | $115,829 | |
| 8 | NTAP |
NetApp, Inc.
|
717 | $110,962 |
All Filings in ORCL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,979,150 | 47,623 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,106,884 | 48,310 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,204,624 | 47,225 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,743,917 | 48,869 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,482,433 | 47,946 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,931,919 | 49,581 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,381,658 | 50,298 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,317,905 | 48,814 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,646,001 | 47,068 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,922,260 | 47,148 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,047,566 | 47,876 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,011,498 | 47,314 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,938,541 | 49,866 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,623,606 | 49,759 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,053,077 | 49,585 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,039,698 | 49,774 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||