Position in ORCL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,040,211
-$32,515 QoQ
Shares Held
7,098
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,789
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, 2026Capital Advisors, Ltd. LLC holds $8,339,348 across 39 Software - Infrastructure names. ORCL ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,579 | $6,184,298 | |
| 2 | ORCL |
Oracle Corp
This page
|
7,098 | $1,040,211 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,330 | $271,841 | |
| 4 | FTNT |
Fortinet, Inc.
|
662 | $101,696 | |
| 5 | RDWR |
Radware Ltd
|
3,000 | $92,580 | |
| 6 | TWLO |
Twilio Inc
|
443 | $91,404 | |
| 7 | SNPS |
Synopsys Inc
|
181 | $80,738 | |
| 8 | XYZ |
Block, Inc.
|
904 | $68,704 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,040,211 | 7,098 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,072,726 | 7,292 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,390,487 | 7,134 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,088,488 | 7,426 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,619,173 | 7,406 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,104,359 | 7,899 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,311,123 | 7,868 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,340,707 | 7,868 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,101,218 | 7,799 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $972,347 | 7,741 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $812,549 | 7,707 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $816,325 | 7,707 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $917,826 | 7,707 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $491,732 | 5,292 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $433 | 7,707 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $470,788 | 7,709 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $546,872 | 7,827 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $655,138 | 7,919 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $690,790 | 7,921 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $660,881 | 7,585 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $557,723 | 7,165 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $308,046 | 4,390 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $283,989 | 4,390 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $262,083 | 4,390 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $242,635 | 4,390 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $234,545 | 4,853 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||