Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,023,944
+$209,838 QoQ
Shares Held
6,987
+26.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,799
of 3,472 holders
Holding Since
Dec 2023
11 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, 2026SYM FINANCIAL Corp holds $12,342,313 across 15 Software - Infrastructure names. ORCL ranks #2 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,239 | $6,803,511 | |
| 2 | ORCL |
Oracle Corp
This page
|
6,987 | $1,023,944 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,261 | $654,574 | |
| 4 | VRSN |
Verisign Inc/Ca
|
2,144 | $539,344 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,238 | $494,447 | |
| 6 | SNPS |
Synopsys Inc
|
1,019 | $454,545 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,908 | $364,017 | |
| 8 | PANW |
Palo Alto Networks Inc
|
974 | $332,153 |
All Filings in ORCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,944 | 6,987 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $814,106 | 5,534 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,510,747 | 7,751 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,943,930 | 6,912 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,437,273 | 6,574 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $543,022 | 3,884 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $662,060 | 3,973 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $608,328 | 3,570 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $497,588 | 3,524 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $400,947 | 3,192 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $329,785 | 3,128 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||