Heritage Family Offices, LLP

Family Office

Position in ORCL — Oracle Corp

CIK 2019316 SCOTTSDALE, AZ

Position in ORCL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$345,125

+$105,778 QoQ

Shares Held

2,355

+44.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,709

of 3,472 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Heritage Family Offices, LLP holds $5,614,080 across 5 Software - Infrastructure names. ORCL ranks #2 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	11,842	$4,417,302
2	ORCL	Oracle Corp This page	2,355	$345,125
3	PLTR	Palantir Technologies Inc.	2,778	$324,109
4	PANW	Palo Alto Networks Inc	819	$279,295
5	FTNT	Fortinet, Inc.	1,616	$248,249

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,125	2,355	+44.7%	Shares	Sole	2026-07-29
2026-03-31	$239,347	1,627	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.