Position in ORCL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,180,460
-$29,078 QoQ
Shares Held
8,055
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,686
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $155,947,326 across 15 Software - Infrastructure names. ORCL ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
181,210 | $67,594,954 | |
| 2 | PANW |
Palo Alto Networks Inc
|
146,516 | $49,964,886 | |
| 3 | FTNT |
Fortinet, Inc.
|
231,189 | $35,515,254 | |
| 4 | ORCL |
Oracle Corp
This page
|
8,055 | $1,180,460 | |
| 5 | AKAM |
Akamai Technologies Inc
|
5,607 | $662,803 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,775 | $446,519 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
8,996 | $429,075 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
585 | $68,251 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,180,460 | 8,055 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,209,538 | 8,222 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,632,371 | 8,375 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,406,851 | 8,558 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,857,261 | 8,495 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,224,036 | 8,755 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,334,286 | 8,007 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,334,232 | 7,830 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,092,182 | 7,735 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $705,300 | 5,615 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $594,730 | 5,641 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,609,021 | 24,632 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,935,687 | 24,651 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $525,090 | 5,651 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $469,923 | 5,749 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $334,541 | 5,478 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $373,175 | 5,341 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $387,424 | 4,683 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $408,404 | 4,683 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $380,583 | 4,368 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $418,623 | 5,378 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $381,724 | 5,440 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $367,245 | 5,677 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $327,394 | 5,484 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $314,486 | 5,690 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $277,124 | 5,734 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||