Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$135,565,930
+$27,485,538 QoQ
Shares Held
925,049
+25.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#142
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $3,317,305,906 across 114 Software - Infrastructure names. ORCL ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,801,727 | $2,164,160,205 | |
| 2 | PANW |
Palo Alto Networks Inc
|
752,974 | $256,779,192 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,367,597 | $159,557,541 | |
| 4 | ORCL |
Oracle Corp
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|
925,049 | $135,565,930 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
646,188 | $123,282,976 | |
| 6 | FTNT |
Fortinet, Inc.
|
672,838 | $103,361,373 | |
| 7 | SNPS |
Synopsys Inc
|
210,293 | $93,805,397 | |
| 8 | MDB |
MongoDB, Inc.
|
222,323 | $74,678,295 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,565,930 | 925,049 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $108,080,392 | 734,691 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,387,291 | 350,866 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $77,842,732 | 276,784 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $51,843,294 | 237,128 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,670,094 | 183,607 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $18,633,684 | 111,820 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $13,360,041 | 78,404 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,148,933 | 57,712 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,649,685 | 44,978 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,976,295 | 47,200 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,273,227 | 49,785 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,648,916 | 39,037 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,578,256 | 38,509 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,327,552 | 40,709 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,451,166 | 40,137 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $2,745,821 | 39,299 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,447,193 | 41,668 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,848,577 | 44,130 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,890,093 | 44,647 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,660,348 | 47,024 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,603,790 | 51,358 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,304,818 | 51,087 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,293,588 | 55,169 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,055,933 | 55,291 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,671,243 | 75,962 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||