Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,059,703
+$25,520 QoQ
Shares Held
7,231
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,766
of 3,472 holders
Holding Since
Sep 2020
24 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 Investment Advisory Services, LLC holds $28,194,366 across 12 Software - Infrastructure names. ORCL ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
47,812 | $17,834,832 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
21,590 | $2,518,905 | |
| 3 | PANW |
Palo Alto Networks Inc
|
6,973 | $2,377,932 | |
| 4 | FTNT |
Fortinet, Inc.
|
7,702 | $1,183,181 | |
| 5 | ORCL |
Oracle Corp
This page
|
7,231 | $1,059,703 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
6,286 | $826,168 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
15,724 | $749,975 | |
| 8 | TWLO |
Twilio Inc
|
1,723 | $355,506 |
All Filings in ORCL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,059,703 | 7,231 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,034,183 | 7,030 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,431,029 | 7,342 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,003,553 | 7,124 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,213,615 | 5,551 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $753,296 | 5,388 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $853,196 | 5,120 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $873,470 | 5,126 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $768,269 | 5,441 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $695,251 | 5,535 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $511,124 | 4,848 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $519,219 | 4,902 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $588,066 | 4,938 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $569,878 | 6,133 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $501,147 | 6,131 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $337,839 | 5,532 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $400,215 | 5,728 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $400,247 | 4,838 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $369,421 | 4,236 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $368,821 | 4,233 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $326,071 | 4,189 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $293,661 | 4,185 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $340,528 | 5,264 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $319,036 | 5,344 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||