Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,395,556
+$269,200 QoQ
Shares Held
57,288
+3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#691
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, 2026Mutual Advisors, LLC holds $131,147,171 across 14 Software - Infrastructure names. ORCL ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
247,016 | $92,141,908 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
76,392 | $8,912,654 | |
| 3 | ORCL |
Oracle Corp
This page
|
57,288 | $8,395,556 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
39,960 | $7,623,768 | |
| 5 | PANW |
Palo Alto Networks Inc
|
20,527 | $7,000,117 | |
| 6 | NET |
Cloudflare, Inc.
|
9,550 | $2,342,424 | |
| 7 | FIVN |
Five9, Inc.
|
59,099 | $1,259,990 | |
| 8 | SNPS |
Synopsys Inc
|
2,272 | $1,013,471 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,395,556 | 57,288 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,126,356 | 55,240 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,352,532 | 58,245 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $15,277,238 | 54,321 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,458,630 | 56,985 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,836,411 | 63,203 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $10,872,426 | 65,245 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,350,514 | 66,611 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,510,808 | 67,357 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,438,731 | 67,182 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,830,177 | 64,784 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $6,580,068 | 62,123 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,494,095 | 62,928 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,041,844 | 65,022 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,889,939 | 72,057 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,377,375 | 71,678 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,543,946 | 50,722 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,901,629 | 47,161 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,877,269 | 44,459 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,859,074 | 44,291 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,880,324 | 49,850 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,348,091 | 47,714 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,162,995 | 64,353 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,631,406 | 77,578 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,052,285 | 73,318 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,072,197 | 42,876 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||