Position in ORCL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,020,835
-$393,882 QoQ
Shares Held
20,613
-11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#345
of 1,485 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Abacus Wealth Partners, LLC holds $12,290,193 across 8 Software - Infrastructure names. ORCL ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,735 | $7,361,549 | |
| 2 | ORCL |
Oracle Corp
This page
|
20,613 | $3,020,835 | |
| 3 | FTNT |
Fortinet, Inc.
|
2,855 | $438,585 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,208 | $411,952 | |
| 5 | GEN |
Gen Digital Inc.
|
15,706 | $390,922 | |
| 6 | SNPS |
Synopsys Inc
|
788 | $351,503 | |
| 7 | OSPN |
OneSpan Inc.
|
19,965 | $286,497 | |
| 8 | SABR |
Sabre Corp
|
13,565 | $28,350 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,020,835 | 20,613 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,414,717 | 23,212 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,576,876 | 23,482 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,341,591 | 18,993 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,099,531 | 18,751 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,697,214 | 19,292 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,232,649 | 19,399 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,439,694 | 20,186 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $2,816,657 | 19,948 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,568,096 | 20,445 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,165,110 | 20,536 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,114,798 | 19,966 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,597,352 | 21,810 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,034,483 | 21,895 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $1,618,043 | 19,795 | Shares | Sole | 2023-06-01 | |
| 2022-09-30 | $1,482,291 | 24,272 | Shares | Sole | 2023-05-31 | |
| 2022-06-30 | $1,696,583 | 24,282 | Shares | Sole | 2023-05-31 | |
| 2022-03-31 | $2,010,421 | 24,301 | Shares | Sole | 2023-05-31 | |
| 2021-12-31 | $2,130,627 | 24,431 | Shares | Sole | 2023-05-31 | |
| 2021-09-30 | $2,189,838 | 25,133 | Shares | Sole | 2023-05-31 | |
| 2021-06-30 | $1,918,288 | 24,644 | Shares | Sole | 2023-05-31 | |
| 2021-03-31 | $1,745,759 | 24,879 | Shares | Sole | 2023-05-31 | |
| 2020-12-31 | $1,599,977 | 24,733 | Shares | Sole | 2023-05-31 | |
| No filing history on record for this holder in this stock. | ||||||