Position in ORCL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,092,294
+$1,567 QoQ
Shares Held
14,277
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,301
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, 2026Cornerstone Advisory, LLC holds $22,255,962 across 7 Software - Infrastructure names. ORCL ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,678 | $12,189,547 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,137 | $3,456,919 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
15,092 | $2,879,327 | |
| 4 | ORCL |
Oracle Corp
This page
|
14,277 | $2,092,294 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,319 | $970,577 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,771 | $425,681 | |
| 7 | APPN |
Appian Corp
|
10,551 | $241,617 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,092,294 | 14,277 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,090,727 | 14,212 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,584,701 | 13,261 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,754,272 | 13,349 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,833,663 | 12,961 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,827,596 | 13,072 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,160,987 | 12,968 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,647,596 | 9,669 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,402,256 | 9,931 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,200,203 | 9,555 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $938,010 | 8,897 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $908,369 | 8,576 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,014,884 | 8,522 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $723,103 | 7,782 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $630,787 | 7,717 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $388,344 | 6,359 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $463,168 | 6,629 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $557,931 | 6,744 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $714,249 | 8,190 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $586,559 | 6,732 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $523,240 | 6,722 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $471,612 | 6,721 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $434,781 | 6,721 | Shares | Sole | 2021-05-11 | |
| 2020-09-30 | $389,184 | 6,519 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $360,305 | 6,519 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $315,063 | 6,519 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||