Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,887,581
-$641,670 QoQ
Shares Held
67,469
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#639
of 3,481 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,772,121
PutShares
9,092
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026World Investment Advisors holds $137,283,472 across 18 Software - Infrastructure names. ORCL ranks #2 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
262,135 | $97,781,597 | |
| 2 | ORCL |
Oracle Corp
This page
|
67,469 | $9,887,581 | |
| 3 | PANW |
Palo Alto Networks Inc
|
25,616 | $8,735,568 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
29,120 | $5,555,659 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
44,680 | $5,212,815 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
31,705 | $4,166,988 | |
| 7 | SNPS |
Synopsys Inc
|
4,908 | $2,189,311 | |
| 8 | FTNT |
Fortinet, Inc.
|
4,813 | $739,373 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,887,581 | 67,469 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,529,251 | 71,574 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,772,121 | 9,092 | Put | Sole | 2026-03-13 | |
| 2025-12-31 | $11,390,345 | 58,439 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $13,373,523 | 47,552 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $14,470,900 | 66,189 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,515,687 | 60,909 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,175,877 | 67,066 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,125,493 | 71,159 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $3,440,902 | 24,369 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $711,203 | 5,662 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $764,051 | 7,247 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $285,560 | 2,696 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $321,066 | 2,696 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $251,255 | 2,704 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $221,024 | 2,704 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $256,982 | 4,208 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $297,296 | 4,255 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $356,318 | 4,307 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $372,299 | 4,269 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||