Position in ORCL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$907,962
-$540,142 QoQ
Shares Held
6,172
+19.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 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 Mar 31, 2026First Affirmative Financial Network holds $8,903,343 across 6 Software - Infrastructure names. ORCL ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,435 | $6,083,743 | |
| 2 | ORCL |
Oracle Corp
This page
|
6,172 | $907,962 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,039 | $807,852 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,188 | $506,361 | |
| 5 | SNPS |
Synopsys Inc
|
780 | $309,254 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,970 | $288,171 |
All Filings in ORCL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $907,962 | 6,172 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $1,448,104 | 5,149 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $1,237,445 | 5,660 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $716,106 | 5,122 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $824,868 | 4,950 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $837,175 | 4,913 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $593,604 | 4,204 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $520,402 | 4,143 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $433,844 | 4,115 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $356,526 | 3,366 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $354,530 | 2,977 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $223,751 | 2,408 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||