Beaumont Financial Advisors, LLC

Position in ORCL — Oracle Corp

CIK 1957394 NEEDHAM, MA

Position in ORCL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,534,525

+$6,788 QoQ

Shares Held

10,471

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,483

of 3,472 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $45,959,892 across 7 Software - Infrastructure names. ORCL ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	110,877	$41,359,338
2	TOST	Toast, Inc.	65,005	$1,808,439
3	ORCL	Oracle Corp This page	10,471	$1,534,525
4	CHKP	Check Point Software Technologies Ltd	3,172	$416,895
5	FTNT	Fortinet, Inc.	2,254	$346,259
6	PLTR	Palantir Technologies Inc.	2,186	$255,040
7	PANW	Palo Alto Networks Inc	702	$239,396

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,534,525	10,471	+0.8%	Shares	Sole	2026-08-04
2026-03-31	$1,527,737	10,385	-6.4%	Shares	Sole	2026-05-05
2025-12-31	$2,161,941	11,092	-1.7%	Shares	Sole	2026-01-16
2025-09-30	$3,174,918	11,289	-0.9%	Shares	Sole	2025-10-23
2025-06-30	$2,489,977	11,389	-2.5%	Shares	Sole	2025-07-16
2025-03-31	$1,633,540	11,684	+2.1%	Shares	Sole	2025-05-12
2024-12-31	$1,906,528	11,441	+3.1%	Shares	Sole	2025-01-17
2024-09-30	$1,891,610	11,101	+0.2%	Shares	Sole	2024-10-09
2024-06-30	$1,563,931	11,076	-0.7%	Shares	Sole	2024-07-24
2024-03-31	$1,401,179	11,155	-0.7%	Shares	Sole	2024-05-10
2023-12-31	$1,184,716	11,237	-4.8%	Shares	Sole	2024-01-31
2023-09-30	$1,249,961	11,801	+2.2%	Shares	Sole	2023-11-01
2023-06-30	$1,374,536	11,542	+17.4%	Shares	Sole	2023-08-02
2023-03-31	$913,868	9,835	-11.5%	Shares	Sole	2023-05-08
2022-12-31	$908,131	11,110	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.