Position in ORCL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,984,051
+$20,226 QoQ
Shares Held
20,362
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,107
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, 2026PDS Planning, Inc holds $30,244,999 across 11 Software - Infrastructure names. ORCL ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
53,615 | $19,999,467 | |
| 2 | ORCL |
Oracle Corp
This page
|
20,362 | $2,984,051 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
9,836 | $1,876,561 | |
| 4 | PANW |
Palo Alto Networks Inc
|
5,065 | $1,727,266 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
10,081 | $1,176,150 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,963 | $762,416 | |
| 7 | NET |
Cloudflare, Inc.
|
1,845 | $452,541 | |
| 8 | SNPS |
Synopsys Inc
|
897 | $400,124 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,984,051 | 20,362 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,963,825 | 20,147 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,840,116 | 19,702 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,053,039 | 17,967 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,017,107 | 18,374 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,556,565 | 18,286 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,929,531 | 17,580 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,741,224 | 16,087 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,926,956 | 13,647 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,660,187 | 13,217 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,381,554 | 13,104 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,392,530 | 13,147 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,551,623 | 13,029 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,155,367 | 12,434 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $701,002 | 8,576 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $544,561 | 8,917 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $610,943 | 8,744 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $683,846 | 8,266 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $714,424 | 8,192 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $691,463 | 7,936 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $599,056 | 7,696 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $515,819 | 7,351 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $484,075 | 7,483 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $420,228 | 7,039 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $378,544 | 6,849 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $298,051 | 6,167 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||