AFFINITY INVESTMENT ADVISORS, LLC

Position in ORCL — Oracle Corp

CIK 1520601 NEWPORT BEACH, CA

Position in ORCL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$268,039

+$19,334 QoQ

Shares Held

1,829

+43.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,930

of 3,472 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $5,769,127 across 6 Software - Infrastructure names. ORCL ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,070	$3,383,291
2	NTAP	NetApp, Inc.	3,774	$584,064
3	XYZ	Block, Inc.	7,653	$581,628
4	DOX	Amdocs Ltd	9,702	$490,339
5	TWLO	Twilio Inc	2,238	$461,766
6	ORCL	Oracle Corp This page	1,829	$268,039

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,039	1,829	+43.3%	Shares	Sole	2026-08-05
2025-12-31	$248,705	1,276	-30.8%	Shares	Sole	2026-02-12
2025-09-30	$518,887	1,845	0.0%	Shares	Sole	2025-11-10
2025-06-30	$403,372	1,845	0.0%	Shares	Sole	2025-08-14
2025-03-31	$257,949	1,845	-40.3%	Shares	Sole	2025-05-13
2024-12-31	$515,417	3,093	-42.5%	Shares	Sole	2025-02-11
2024-09-30	$916,411	5,378	-12.5%	Shares	Sole	2024-10-28
2024-06-30	$867,674	6,145	-3.8%	Shares	Sole	2024-08-13
2024-03-31	$802,396	6,388	-34.8%	Shares	Sole	2024-05-03
2023-12-31	$1,032,686	9,795	+1.5%	Shares	Sole	2024-02-09
2023-09-30	$1,022,657	9,655	-14.6%	Shares	Sole	2023-10-26
2023-06-30	$1,345,955	11,302	+0.2%	Shares	Sole	2023-08-10
2023-03-31	$1,048,323	11,282	-26.7%	Shares	Sole	2023-05-05
2022-12-31	$1,258,959	15,402	-30.0%	Shares	Sole	2023-02-08
2022-09-30	$1,344,394	22,014	+244.8%	Shares	Sole	2022-11-08
2022-06-30	$446,119	6,385	+16.4%	Shares	Sole	2022-07-27
2022-03-31	$453,691	5,484	+12.2%	Shares	Sole	2022-05-05
2021-12-31	$426,195	4,887	+8.8%	Shares	Sole	2022-02-04
2021-09-30	$391,475	4,493	+28.6%	Shares	Sole	2021-11-08
2021-06-30	$271,895	3,493	-11.5%	Shares	Sole	2021-08-09
2021-03-31	$276,890	3,946	-9.7%	Shares	Sole	2021-05-13
2020-12-31	$282,565	4,368	0.0%	Shares	Sole	2021-02-12
2020-09-30	$260,769	4,368	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.