Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$288,410
-$8,163 QoQ
Shares Held
1,968
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,870
of 3,472 holders
Holding Since
Mar 2020
26 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, 2026TRUE Private Wealth Advisors holds $17,765,601 across 7 Software - Infrastructure names. ORCL ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,876 | $12,263,405 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,586 | $2,245,957 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,955 | $2,143,767 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,256 | $379,877 | |
| 5 | ORCL |
Oracle Corp
This page
|
1,968 | $288,410 | |
| 6 | ZS |
Zscaler, Inc.
|
1,825 | $257,598 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,912 | $186,587 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,410 | 1,968 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $296,573 | 2,016 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $406,582 | 2,086 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $586,385 | 2,085 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $514,655 | 2,354 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $284,233 | 2,033 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $330,113 | 1,981 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $340,629 | 1,999 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $950,134 | 6,729 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $805,662 | 6,414 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $634,583 | 6,019 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $533,836 | 5,040 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $533,165 | 4,477 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $406,896 | 4,379 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $373,061 | 4,564 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $263,578 | 4,316 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $295,061 | 4,223 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $425,645 | 5,145 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $472,242 | 5,415 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $597,537 | 6,858 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $541,688 | 6,959 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $658,054 | 9,378 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $342,792 | 5,299 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $271,038 | 4,540 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $147,349 | 2,666 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $128,847 | 2,666 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||