SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in ORCL — Oracle Corp
CIK 1079935
LOS ANGELES, CA
Position in ORCL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,400,578
-$6,969 QoQ
Shares Held
9,557
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,526
of 3,414 holders
Holding Since
Jun 2024
9 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $95,099,265 across 7 Software - Infrastructure names. ORCL ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
239,512 | $89,342,766 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
16,577 | $3,162,642 | |
| 3 | ORCL |
Oracle Corp
This page
|
9,557 | $1,400,578 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,444 | $518,481 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,342 | $457,648 | |
| 6 | NET |
Cloudflare, Inc.
|
838 | $205,544 | |
| 7 | AIFC |
AI Financial Corp
|
19,672 | $11,606 |
All Filings in ORCL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,400,578 | 9,557 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $1,407,547 | 9,568 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $1,577,405 | 8,093 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,227,420 | 7,920 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,104,299 | 5,051 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $752,317 | 5,381 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $888,024 | 5,329 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $893,918 | 5,246 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,026,382 | 7,269 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||