Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,428,626
-$2,100,890 QoQ
Shares Held
16,572
-46.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,207
of 3,471 holders
Holding Since
Mar 2022
18 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $58,227,399 across 11 Software - Infrastructure names. ORCL ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
77,996 | $29,094,067 | |
| 2 | CORZ |
Core Scientific, Inc./tx
|
441,939 | $11,309,219 | |
| 3 | PANW |
Palo Alto Networks Inc
|
20,852 | $7,110,949 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
33,491 | $3,907,394 | |
| 5 | ORCL |
Oracle Corp
This page
|
16,572 | $2,428,626 | |
| 6 | TWLO |
Twilio Inc
|
8,348 | $1,722,442 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
16,176 | $771,534 | |
| 8 | CRWV |
CoreWeave, Inc.
|
6,609 | $657,859 |
All Filings in ORCL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,428,626 | 16,572 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,529,516 | 30,790 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,999,524 | 30,781 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,186,052 | 29,107 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,778,841 | 31,006 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,291,048 | 30,692 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,544,432 | 21,270 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,548,068 | 20,822 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,808,164 | 26,970 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,414,833 | 27,186 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,833,122 | 45,842 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,816,817 | 45,476 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,015,952 | 33,722 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,488,583 | 26,782 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $792,796 | 9,699 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $592,440 | 9,701 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $622,751 | 8,913 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $729,099 | 8,813 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||