Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,692,205
+$647,161 QoQ
Shares Held
45,665
+11.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#774
of 3,481 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $133,776,882 across 16 Software - Infrastructure names. ORCL ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
199,334 | $74,355,568 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
135,552 | $25,861,288 | |
| 3 | PANW |
Palo Alto Networks Inc
|
41,354 | $14,102,541 | |
| 4 | ORCL |
Oracle Corp
This page
|
45,665 | $6,692,205 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
51,443 | $6,001,854 | |
| 6 | FTNT |
Fortinet, Inc.
|
12,443 | $1,911,493 | |
| 7 | RBRK |
Rubrik, Inc.
|
15,832 | $1,270,992 | |
| 8 | NET |
Cloudflare, Inc.
|
4,564 | $1,119,457 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,692,205 | 45,665 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,045,044 | 41,092 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,827,975 | 40,162 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,717,020 | 41,662 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,577,920 | 30,087 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,201,849 | 30,054 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,845,724 | 29,079 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,797,612 | 28,155 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,548,638 | 25,132 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,996,049 | 23,852 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $2,396,213 | 22,728 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,342,103 | 22,112 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,880,310 | 24,186 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,143,194 | 12,303 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $748,084 | 9,152 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $586,027 | 9,596 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $833,968 | 11,936 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,000,040 | 12,088 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,000,037 | 11,467 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $853,002 | 9,790 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $788,986 | 10,136 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $620,022 | 8,836 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $322,026 | 4,978 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $269,008 | 4,506 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $396,009 | 7,165 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $434,003 | 8,980 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||