Position in ORCL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,700,164
-$1,551,184 QoQ
Shares Held
31,950
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
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, 2026GM Advisory Group, LLC holds $51,224,574 across 9 Software - Infrastructure names. ORCL ranks #2 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
99,371 | $36,784,163 | |
| 2 | ORCL |
Oracle Corp
This page
|
31,950 | $4,700,164 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,612 | $3,161,403 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
27,660 | $2,699,685 | |
| 5 | FOUR |
Shift4 Payments, Inc.
|
30,025 | $1,312,993 | |
| 6 | PANW |
Palo Alto Networks Inc
|
7,838 | $1,256,588 | |
| 7 | TWLO |
Twilio Inc
|
4,365 | $549,204 | |
| 8 | WEX |
WEX Inc.
|
3,177 | $486,208 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,700,164 | 31,950 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,251,348 | 32,073 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,881,099 | 24,467 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $4,761,324 | 21,778 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,833,188 | 13,112 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,160,320 | 12,964 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,208,724 | 12,962 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,778,978 | 12,599 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,581,429 | 12,590 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,298,054 | 12,312 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,278,136 | 12,067 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,303,678 | 10,947 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,010,412 | 10,874 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $853,038 | 10,436 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $635,616 | 10,408 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $727,206 | 10,408 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $868,665 | 10,500 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $898,263 | 10,300 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $944,489 | 10,840 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $843,785 | 10,840 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $760,642 | 10,840 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $722,975 | 11,176 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $730,728 | 12,240 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $681,479 | 12,330 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $610,407 | 12,630 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||