Glass Jacobson Investment Advisors llc

Position in ORCL — Oracle Corp

CIK 1964394 OWINGS MILLS, MD

Position in ORCL

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

Position Value

$87,930

-$336 QoQ

Shares Held

600

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#3,285

of 3,472 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Glass Jacobson Investment Advisors llc holds $2,527,321 across 8 Software - Infrastructure names. ORCL ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,220	$1,574,144
2	PLTR	Palantir Technologies Inc.	4,682	$546,248
3	PANW	Palo Alto Networks Inc	610	$208,022
4	ORCL	Oracle Corp This page	600	$87,930
5	CRWD	CrowdStrike Holdings, Inc.	308	$58,761
6	SNPS	Synopsys Inc	87	$38,808
7	TOST	Toast, Inc.	400	$11,128
8	XYZ	Block, Inc.	30	$2,280

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$87,930	600	0.0%	Shares	Sole	2026-07-30
2026-03-31	$88,266	600	0.0%	Shares	Sole	2026-04-23
2025-12-31	$116,946	600	0.0%	Shares	Sole	2026-01-22
2025-09-30	$168,744	600	0.0%	Shares	Sole	2025-10-29
2025-06-30	$131,178	600	-74.0%	Shares	Sole	2025-07-31
2025-03-31	$322,541	2,307	0.0%	Shares	Sole	2025-04-01
2024-12-31	$384,438	2,307	-26.3%	Shares	Sole	2025-02-13
2024-09-30	$533,522	3,131	+44.8%	Shares	Sole	2024-11-15
2024-06-30	$305,415	2,163	-0.9%	Shares	Sole	2024-08-12
2024-03-31	$274,081	2,182	+0.9%	Shares	Sole	2024-04-26
2023-12-31	$227,939	2,162	0.0%	Shares	Sole	2024-01-22
2023-09-30	$228,999	2,162	-4.4%	Shares	Sole	2023-11-07
2023-06-30	$269,381	2,262	+4.7%	Shares	Sole	2023-07-25
2022-12-31	$176,640	2,161	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.