Position in ORCL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,081,245
+$46,180 QoQ
Shares Held
7,378
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,759
of 3,473 holders
Holding Since
Mar 2021
21 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, 2026Valmark Advisers, Inc. holds $26,291,549 across 11 Software - Infrastructure names. ORCL ranks #2 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,006 | $21,637,398 | |
| 2 | ORCL |
Oracle Corp
This page
|
7,378 | $1,081,245 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
9,149 | $1,067,413 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,759 | $599,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,988 | $379,280 | |
| 6 | DLO |
dLocal Ltd
|
22,684 | $294,778 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,788 | $274,672 | |
| 8 | FLYW |
Flywire Corp
|
14,666 | $257,681 |
All Filings in ORCL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,245 | 7,378 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,035,065 | 7,036 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,555,576 | 7,981 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,240,639 | 7,967 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,792,547 | 8,199 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $863,047 | 6,173 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $930,517 | 5,584 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $893,066 | 5,241 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $715,178 | 5,065 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $585,719 | 4,663 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $418,240 | 3,967 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $408,533 | 3,857 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $426,818 | 3,584 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $308,587 | 3,321 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $243,013 | 2,973 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $211,217 | 3,023 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $247,859 | 2,996 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $257,531 | 2,953 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $255,378 | 2,931 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $234,220 | 3,009 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $212,404 | 3,027 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||