Position in ORCL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,671,316
+$1,428,459 QoQ
Shares Held
11,361
+811.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
19 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 Mar 31, 2026IMA Advisory Services, Inc. holds $12,808,646 across 20 Software - Infrastructure names. ORCL ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,278 | $8,246,647 | |
| 2 | ORCL |
Oracle Corp
This page
|
11,361 | $1,671,316 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
14,931 | $1,457,302 | |
| 4 | FOUR |
Shift4 Payments, Inc.
|
20,973 | $917,149 | |
| 5 | NET |
Cloudflare, Inc.
|
2,124 | $438,266 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
274 | $39,140 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
79 | $11,556 | |
| 8 | CRWV |
CoreWeave, Inc.
|
85 | $6,584 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,671,316 | 11,361 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $242,857 | 1,246 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $304,020 | 1,081 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $161,786 | 740 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $102,061 | 730 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $38,851 | 228 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $55,925 | 528 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $50,970 | 428 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $30,477 | 328 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $26,810 | 328 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $20,030 | 328 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $22,917 | 328 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $27,135 | 328 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $28,604 | 328 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,865 | 228 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $17,747 | 228 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $15,998 | 228 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,749 | 228 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $13,611 | 228 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||