BURLING WEALTH PARTNERS, LLC

Position in ORCL — Oracle Corp

CIK 2054946 CHICAGO, IL

Position in ORCL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,204,054

-$257,483 QoQ

Shares Held

8,216

-17.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,671

of 3,472 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BURLING WEALTH PARTNERS, LLC holds $29,965,768 across 4 Software - Infrastructure names. ORCL ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	71,131	$26,533,285
2	NET	Cloudflare, Inc.	5,843	$1,433,171
3	ORCL	Oracle Corp This page	8,216	$1,204,054
4	PANW	Palo Alto Networks Inc	2,332	$795,258

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,204,054	8,216	-17.3%	Shares	Sole	2026-08-04
2026-03-31	$1,461,537	9,935	-15.1%	Shares	Sole	2026-05-08
2025-12-31	$2,280,641	11,701	-2.1%	Shares	Sole	2026-02-06
2025-09-30	$3,361,380	11,952	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$2,671,002	12,217	0.0%	Shares	Sole	2025-08-08
2025-03-31	$1,708,058	12,217	-4.2%	Shares	Sole	2025-05-02
2024-12-31	$2,126,159	12,759	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.