Position in ORCL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$708,569
+$2,589 QoQ
Shares Held
4,835
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,099
of 3,481 holders
Holding Since
Dec 2023
11 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $5,294,619 across 4 Software - Infrastructure names. ORCL ranks #2 (13.4% of the industry book) .
All Filings in ORCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,569 | 4,835 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $705,980 | 4,799 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $945,508 | 4,851 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,386,794 | 4,931 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,077,845 | 4,930 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $689,123 | 4,929 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $815,536 | 4,894 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $833,767 | 4,893 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $685,102 | 4,852 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $555,949 | 4,426 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $294,887 | 2,797 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||