Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$400,081
-$1,529 QoQ
Shares Held
2,730
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#2,576
of 3,472 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $1,118,756 across 6 Software - Infrastructure names. ORCL ranks #2 (35.8% of the industry book) .
All Filings in ORCL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,081 | 2,730 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $401,610 | 2,730 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $532,104 | 2,730 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $767,785 | 2,730 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $614,568 | 2,811 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $393,005 | 2,811 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $479,589 | 2,878 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $510,007 | 2,993 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $426,847 | 3,023 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $379,719 | 3,023 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $330,101 | 3,131 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $331,635 | 3,131 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $372,870 | 3,131 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||