Mowery & Schoenfeld Wealth Management, LLC

Position in ORCL — Oracle Corp

CIK 2019946 LINCOLNSHIRE, IL

Position in ORCL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$550,734

-$2,105 QoQ

Shares Held

3,758

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#2,288

of 3,471 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Technology · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $2,478,718 across 8 Software - Infrastructure names. ORCL ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,992	$1,862,115
2	ORCL	Oracle Corp This page	3,758	$550,734
3	PLTR	Palantir Technologies Inc.	153	$17,850
4	FTNT	Fortinet, Inc.	80	$12,289
5	CRWD	CrowdStrike Holdings, Inc.	64	$12,210
6	PANW	Palo Alto Networks Inc	30	$10,230
7	SNPS	Synopsys Inc	18	$8,029
8	NTAP	NetApp, Inc.	34	$5,261

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$550,734	3,758	0.0%	Shares	Sole	2026-08-06
2026-03-31	$552,839	3,758	-7.1%	Shares	Sole	2026-05-01
2025-12-31	$788,605	4,046	+7.7%	Shares	Sole	2026-01-28
2025-09-30	$1,056,899	3,758	-10.8%	Shares	Sole	2025-10-27
2025-06-30	$920,650	4,211	-0.3%	Shares	Sole	2025-07-28
2025-03-31	$590,417	4,223	+0.5%	Shares	Sole	2025-05-05
2024-12-31	$700,387	4,203	+614.8%	Shares	Sole	2025-02-10
2024-09-30	$100,195	588	0.0%	Shares	Sole	2024-10-23
2024-06-30	$83,025	588	+77.1%	Shares	Sole	2024-08-14
2024-03-31	$41,702	332	0.0%	Shares	Sole	2024-05-14
2023-12-31	$35,002	332	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.