Position in ORCL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,405,341
-$289,596 QoQ
Shares Held
9,553
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 40.79346802051712.ToString("F0")%
Shared 0.ToString("F0")%
None 59.20653197948289.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Regal Investment Advisors LLC holds $30,482,355 across 9 Software - Infrastructure names. ORCL ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,289 | $22,317,179 | |
| 2 | CPAY |
Corpay, Inc.
|
13,776 | $4,008,678 | |
| 3 | ORCL |
Oracle Corp
This page
|
9,553 | $1,405,341 | |
| 4 | PANW |
Palo Alto Networks Inc
|
6,984 | $1,119,674 | |
| 5 | ZETA |
Zeta Global Holdings Corp.
|
51,530 | $820,357 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,311 | $338,053 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,422 | $333,995 | |
| 8 | AIOT |
Powerfleet, Inc.
|
26,465 | $81,512 |
All Filings in ORCL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,405,341 | 9,553 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,694,937 | 8,696 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,885,714 | 6,705 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,011,382 | 4,626 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $693,597 | 4,961 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $822,868 | 4,938 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $894,600 | 5,250 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,852,967 | 13,123 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,553,418 | 12,367 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,319,772 | 12,518 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,278,454 | 12,070 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,019,767 | 8,563 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $821,412 | 8,840 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $720,129 | 8,810 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $550,118 | 9,008 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $630,926 | 9,030 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $745,562 | 9,012 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $781,750 | 8,964 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $770,054 | 8,838 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $685,381 | 8,805 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $493,325 | 7,626 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $289,338 | 5,235 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||