Position in ORCL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$350,694
+$17,196 QoQ
Shares Held
2,393
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,690
of 3,472 holders
Holding Since
Mar 2020
26 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, 2026JFS WEALTH ADVISORS, LLC holds $10,883,129 across 45 Software - Infrastructure names. ORCL ranks #3 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,230 | $9,411,294 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,008 | $350,943 | |
| 3 | ORCL |
Oracle Corp
This page
|
2,393 | $350,694 | |
| 4 | PANW |
Palo Alto Networks Inc
|
580 | $197,791 | |
| 5 | FTNT |
Fortinet, Inc.
|
660 | $101,389 | |
| 6 | TWLO |
Twilio Inc
|
424 | $87,483 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,724 | $82,228 | |
| 8 | NTAP |
NetApp, Inc.
|
325 | $50,297 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,694 | 2,393 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $333,498 | 2,267 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $456,089 | 2,340 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $591,166 | 2,102 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $459,560 | 2,102 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $308,560 | 2,207 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $386,604 | 2,320 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $425,829 | 2,499 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $351,588 | 2,490 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $327,967 | 2,611 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $281,498 | 2,670 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $248,170 | 2,343 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $285,577 | 2,398 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $230,255 | 2,478 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $236,065 | 2,888 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $201,347 | 3,297 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $230,361 | 3,297 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $194,580 | 2,352 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $183,838 | 2,108 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $160,319 | 1,840 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $169,224 | 2,174 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $152,549 | 2,174 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $156,614 | 2,421 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $144,533 | 2,421 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $133,808 | 2,421 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $117,006 | 2,421 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||