Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,741,617
+$57,808 QoQ
Shares Held
66,473
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#644
of 3,492 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Independent Advisor Alliance holds $180,873,719 across 19 Software - Infrastructure names. ORCL ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
310,605 | $115,861,876 | |
| 2 | PANW |
Palo Alto Networks Inc
|
57,614 | $19,647,525 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
121,376 | $14,160,937 | |
| 4 | ORCL |
Oracle Corp
This page
|
66,473 | $9,741,617 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
45,524 | $8,685,295 | |
| 6 | FTNT |
Fortinet, Inc.
|
18,260 | $2,805,100 | |
| 7 | TWLO |
Twilio Inc
|
7,924 | $1,634,958 | |
| 8 | SNPS |
Synopsys Inc
|
3,498 | $1,560,352 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,741,617 | 66,473 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,683,809 | 65,827 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,661,046 | 70,089 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,667,201 | 73,486 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $13,709,630 | 62,707 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,321,350 | 59,519 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,664,446 | 51,995 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,316,897 | 37,071 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,283,562 | 37,419 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,302,016 | 34,249 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,139,389 | 29,777 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,388,380 | 31,990 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,889,121 | 32,657 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,714,100 | 29,209 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,388,524 | 29,221 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,943,003 | 31,816 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,282,233 | 32,664 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,828,290 | 34,187 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,218,447 | 25,438 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,972,971 | 22,644 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,635,729 | 21,014 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,500,374 | 21,382 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,347,945 | 20,837 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,721,842 | 45,592 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,175,206 | 21,263 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,270,595 | 26,290 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||