Position in ORCL
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$7,020,971
-$2,031,039 QoQ
Shares Held
47,726
+2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026IFP Advisors, Inc holds $131,493,553 across 97 Software - Infrastructure names. ORCL ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
174,800 | $64,705,716 | |
| 2 | PANW |
Palo Alto Networks Inc
|
108,792 | $17,441,533 | |
| 3 | XYZ |
Block, Inc.
|
210,960 | $12,695,572 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
80,774 | $11,815,620 | |
| 5 | ORCL |
Oracle Corp
This page
|
47,726 | $7,020,971 | |
| 6 | FTNT |
Fortinet, Inc.
|
42,360 | $3,461,659 | |
| 7 | NTNX |
Nutanix, Inc.
|
54,709 | $2,079,489 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
18,284 | $1,784,564 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,020,971 | 47,726 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,052,010 | 46,442 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,430,437 | 40,643 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $10,336,826 | 47,280 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,638,257 | 40,328 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,276,828 | 37,667 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,051,585 | 35,514 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $4,065,006 | 28,789 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,598,745 | 20,689 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,331,584 | 22,115 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,729,461 | 16,328 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,506,488 | 12,650 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,465,069 | 15,767 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,814,716 | 34,435 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,500,144 | 40,939 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,608,386 | 37,332 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,088,476 | 37,332 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $1,587,658 | 18,205 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,870,593 | 21,469 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,452,883 | 18,665 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,151,349 | 16,408 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,184,021 | 18,303 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,054,540 | 17,664 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $955,728 | 17,292 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $546,708 | 11,312 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||