Position in ORCL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$705,980
-$239,528 QoQ
Shares Held
4,799
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $4,524,907 across 3 Software - Infrastructure names. ORCL ranks #2 (15.6% of the industry book) .
All Filings in ORCL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||