Position in ORCL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,173,865
+$21,112 QoQ
Shares Held
8,010
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,694
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Global Financial Private Client, LLC holds $15,998,429 across 8 Software - Infrastructure names. ORCL ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,540 | $7,288,810 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,341 | $2,844,447 | |
| 3 | FTNT |
Fortinet, Inc.
|
15,934 | $2,447,780 | |
| 4 | ORCL |
Oracle Corp
This page
|
8,010 | $1,173,865 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,567 | $882,841 | |
| 6 | SNPS |
Synopsys Inc
|
1,523 | $679,364 | |
| 7 | NET |
Cloudflare, Inc.
|
1,618 | $396,862 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,964 | $284,460 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,173,865 | 8,010 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,152,753 | 7,836 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,515,814 | 7,777 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $2,193,109 | 7,798 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $1,688,916 | 7,725 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,050,532 | 7,514 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,241,468 | 7,450 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,265,390 | 7,426 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,102,185 | 14,888 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,871,212 | 14,897 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,540,543 | 14,612 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $1,471,864 | 13,896 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $1,238,536 | 10,400 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $626,466 | 6,742 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $536,050 | 6,558 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $400,497 | 6,558 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $458,207 | 6,558 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $384,942 | 4,653 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $362,183 | 4,153 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $553,362 | 6,351 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $237,489 | 3,051 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $214,088 | 3,051 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $255,266 | 3,946 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $242,799 | 4,067 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $224,783 | 4,067 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $196,558 | 4,067 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||