Position in ORCL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,644,927
-$362,858 QoQ
Shares Held
52,166
-4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#733
of 3,481 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, 2026Avior Wealth Management, LLC holds $38,982,144 across 10 Software - Infrastructure names. ORCL ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,055 | $21,655,676 | |
| 2 | ORCL |
Oracle Corp
This page
|
52,166 | $7,644,927 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,988 | $5,793,247 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
15,056 | $1,756,583 | |
| 5 | IOT |
Samsara Inc.
|
15,956 | $517,453 | |
| 6 | XYZ |
Block, Inc.
|
6,081 | $462,156 | |
| 7 | RBRK |
Rubrik, Inc.
|
4,640 | $372,499 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,610 | $359,339 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,644,927 | 52,166 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $8,007,785 | 54,434 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $11,658,151 | 59,813 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $14,889,970 | 52,944 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,729,062 | 53,648 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,153,099 | 51,163 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $9,630,625 | 57,793 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $11,010,225 | 64,614 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $9,330,354 | 66,079 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $8,513,971 | 67,781 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $6,623,007 | 62,819 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $6,632,392 | 62,617 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $7,463,846 | 62,674 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $5,833,331 | 62,778 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $4,726,042 | 57,818 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $3,531,433 | 57,826 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $4,018,432 | 57,513 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $4,933,272 | 59,631 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $5,389,403 | 61,798 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $5,047,179 | 57,927 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $4,412,593 | 56,688 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $4,222,549 | 60,176 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $3,849,636 | 59,509 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $3,694,593 | 61,886 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $2,918,034 | 52,796 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $2,539,451 | 52,544 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||