Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$105,222
-$7,170 QoQ
Shares Held
718
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,267
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $3,591,158 across 16 Software - Infrastructure names. ORCL ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
5,942 | $2,026,340 | |
| 2 | MSFT |
Microsoft Corp
|
3,506 | $1,307,808 | |
| 3 | ORCL |
Oracle Corp
This page
|
718 | $105,222 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
220 | $41,972 | |
| 5 | GEN |
Gen Digital Inc.
|
877 | $21,828 | |
| 6 | NTAP |
NetApp, Inc.
|
135 | $20,892 | |
| 7 | FTNT |
Fortinet, Inc.
|
132 | $20,277 | |
| 8 | DOX |
Amdocs Ltd
|
356 | $17,992 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,222 | 718 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $112,392 | 764 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $142,089 | 729 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $222,179 | 790 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $178,183 | 815 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $117,999 | 844 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $85,986 | 516 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $87,756 | 515 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $42,218 | 299 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $37,431 | 298 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $31,418 | 298 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $31,564 | 298 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $35,488 | 298 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $27,690 | 298 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $24,358 | 298 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $18,198 | 298 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $20,821 | 298 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $24,653 | 298 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $25,988 | 298 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $25,964 | 298 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $23,196 | 298 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $20,910 | 298 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $19,277 | 298 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $17,790 | 298 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $16,470 | 298 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $14,402 | 298 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||