Position in ORCL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,459,198
-$8,665 QoQ
Shares Held
9,957
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,527
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ALTFEST L J & CO INC holds $10,955,852 across 5 Software - Infrastructure names. ORCL ranks #2 (13.3% of the industry book) .
All Filings in ORCL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,459,198 | 9,957 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,467,863 | 9,978 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,992,564 | 10,223 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,883,272 | 10,252 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,112,430 | 18,810 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,565,513 | 18,350 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,585,419 | 15,515 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,190,058 | 18,721 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,003,345 | 14,188 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,603,662 | 12,767 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,335,165 | 12,664 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,025,305 | 9,680 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,152,791 | 9,680 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $944,624 | 10,166 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $684,409 | 8,373 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $515,552 | 8,442 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $586,349 | 8,392 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $611,540 | 7,392 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $649,801 | 7,451 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $649,205 | 7,451 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $582,943 | 7,489 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $534,414 | 7,616 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $492,679 | 7,616 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $447,093 | 7,489 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $413,917 | 7,489 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $584,599 | 12,096 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||