Position in ORCL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,628,667
-$975,822 QoQ
Shares Held
17,937
-26.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,169
of 3,472 holders
Holding Since
Dec 2020
23 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, 2026Winch Advisory Services, LLC holds $18,073,797 across 11 Software - Infrastructure names. ORCL ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
40,976 | $15,284,867 | |
| 2 | ORCL |
Oracle Corp
This page
|
17,937 | $2,628,667 | |
| 3 | PANW |
Palo Alto Networks Inc
|
222 | $75,706 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
514 | $59,968 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
36 | $6,868 | |
| 6 | CRWV |
CoreWeave, Inc.
|
58 | $5,773 | |
| 7 | NET |
Cloudflare, Inc.
|
22 | $5,396 | |
| 8 | SNPS |
Synopsys Inc
|
10 | $4,460 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,628,667 | 17,937 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,604,489 | 24,502 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,775,684 | 24,502 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,063,521 | 32,227 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $40,446 | 185 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $25,725 | 184 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $30,661 | 184 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $16,528 | 97 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $13,696 | 97 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $12,184 | 97 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,121 | 96 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2 | 16 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,905 | 16 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2 | 16 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1 | 16 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $977 | 16 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,117 | 16 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,406 | 17 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,877 | 33 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,875 | 33 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,568 | 33 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,315 | 33 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,134 | 33 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||