Position in ORCL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$974,456
-$310,000 QoQ
Shares Held
6,624
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026JNBA Financial Advisors holds $13,309,124 across 15 Software - Infrastructure names. ORCL ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,620 | $12,074,945 | |
| 2 | ORCL |
Oracle Corp
This page
|
6,624 | $974,456 | |
| 3 | SNPS |
Synopsys Inc
|
252 | $99,912 | |
| 4 | RELY |
Remitly Global, Inc.
|
5,000 | $78,350 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
179 | $26,184 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
100 | $14,285 | |
| 7 | FTNT |
Fortinet, Inc.
|
141 | $11,522 | |
| 8 | FIVN |
Five9, Inc.
|
400 | $6,068 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $974,456 | 6,624 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,284,456 | 6,590 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,844,653 | 6,559 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,348,291 | 6,167 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $876,189 | 6,267 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,027,668 | 6,167 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,050,856 | 6,167 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,005,485 | 7,121 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $969,834 | 7,721 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $814,025 | 7,721 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $885,914 | 8,364 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,005,595 | 8,444 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $857,744 | 9,231 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $772,197 | 9,447 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $649,113 | 10,629 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $739,294 | 10,581 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $847,651 | 10,246 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $957,391 | 10,978 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $954,683 | 10,957 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $855,072 | 10,985 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $782,325 | 11,149 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $580,204 | 8,969 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $535,449 | 8,969 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $495,716 | 8,969 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $433,471 | 8,969 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||