ROTHSCHILD INVESTMENT LLC

Position in ORCL — Oracle Corp

CIK 85338 CHICAGO, IL

Position in ORCL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$11,569,096

+$477,738 QoQ

Shares Held

78,943

+4.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#599

of 3,471 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $121,946,910 across 93 Software - Infrastructure names. ORCL ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	102,397	$38,196,128
2	PANW	Palo Alto Networks Inc	95,932	$32,714,730
3	ORCL	Oracle Corp This page	78,943	$11,569,096
4	TOST	Toast, Inc.	283,251	$7,880,042
5	PLTR	Palantir Technologies Inc.	36,026	$4,203,153
6	FTNT	Fortinet, Inc.	22,237	$3,416,047
7	MDB	MongoDB, Inc.	8,801	$2,956,255
8	NTNX	Nutanix, Inc.	57,504	$2,930,403

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,569,096	78,943	+4.7%	Shares	Sole	2026-08-06
2026-03-31	$11,091,358	75,395	+2.1%	Shares	Sole	2026-05-07
2025-12-31	$14,399,171	73,876	-2.7%	Shares	Sole	2026-02-10
2025-09-30	$21,361,865	75,956	-11.4%	Shares	Sole	2025-11-07
2025-06-30	$18,744,898	85,738	+0.8%	Shares	Sole	2025-08-11
2025-03-31	$11,891,259	85,053	-0.9%	Shares	Sole	2025-04-08
2024-12-31	$14,299,711	85,812	-1.5%	Shares	Sole	2025-02-04
2024-09-30	$14,845,929	87,124	-1.9%	Shares	Sole	2024-10-18
2024-06-30	$12,539,266	88,805	+2.5%	Shares	Sole	2024-07-31
2024-03-31	$10,880,338	86,620	+9.3%	Shares	Sole	2024-07-31
2023-12-31	$8,353,324	79,231	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.