Position in ORCL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,019,840
-$114,230 QoQ
Shares Held
6,959
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,803
of 3,472 holders
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 Jun 30, 2026Capital Analysts, LLC holds $57,684,741 across 17 Software - Infrastructure names. ORCL ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
130,483 | $48,672,768 | |
| 2 | SNPS |
Synopsys Inc
|
6,778 | $3,023,461 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,639 | $2,095,223 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,982 | $1,357,941 | |
| 5 | ORCL |
Oracle Corp
This page
|
6,959 | $1,019,840 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,792 | $914,241 | |
| 7 | GEN |
Gen Digital Inc.
|
7,337 | $182,617 | |
| 8 | AKAM |
Akamai Technologies Inc
|
1,072 | $126,721 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,019,840 | 6,959 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,134,070 | 7,709 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $2,272,700 | 8,081 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,974,446 | 9,031 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,320,365 | 9,444 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,690,897 | 10,156 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,728,196 | 10,142 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,505,898 | 10,665 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,237,132 | 9,849 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,126,203 | 10,682 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,085,574 | 10,249 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,203,404 | 10,105 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $890,731 | 9,586 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $834,647 | 10,211 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $705,785 | 11,557 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $809,792 | 11,590 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $825,231 | 9,975 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $998,204 | 11,446 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $932,290 | 10,700 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $605,673 | 7,781 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $5,758,781 | 82,069 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,004,483 | 77,361 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,567,647 | 76,510 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,270,989 | 77,275 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $3,905,547 | 80,810 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||