Position in ORCL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$893,222
-$2,677 QoQ
Shares Held
6,095
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,903
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HOWE & RUSLING INC holds $57,878,129 across 7 Software - Infrastructure names. ORCL ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
94,506 | $35,252,627 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
81,552 | $15,558,898 | |
| 3 | ZS |
Zscaler, Inc.
|
29,920 | $4,223,208 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,948 | $1,346,346 | |
| 5 | ORCL |
Oracle Corp
This page
|
6,095 | $893,222 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,013 | $309,237 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,525 | $294,591 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,222 | 6,095 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $895,899 | 6,090 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,281,338 | 6,574 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,937,743 | 6,890 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,363,376 | 6,236 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $818,727 | 5,856 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $1,047,165 | 6,284 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $857,793 | 5,034 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $685,526 | 4,855 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $606,068 | 4,825 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $502,268 | 4,764 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $446,346 | 4,214 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $533,404 | 4,479 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $401,786 | 4,324 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $395,294 | 4,836 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $322,327 | 5,278 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $391,621 | 5,605 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $467,672 | 5,653 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $510,440 | 5,853 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $400,188 | 4,593 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $333,388 | 4,283 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $300,538 | 4,283 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $277,067 | 4,283 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $255,695 | 4,283 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $247,112 | 4,471 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $186,457 | 3,858 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||