Position in ORCL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,683,809
-$3,977,237 QoQ
Shares Held
65,827
-6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Independent Advisor Alliance holds $159,553,291 across 19 Software - Infrastructure names. ORCL ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
306,720 | $113,538,541 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
134,738 | $19,709,474 | |
| 3 | ORCL |
Oracle Corp
This page
|
65,827 | $9,683,809 | |
| 4 | PANW |
Palo Alto Networks Inc
|
49,775 | $7,979,927 | |
| 5 | SNPS |
Synopsys Inc
|
3,527 | $1,398,384 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,093 | $1,277,909 | |
| 7 | CRWV |
CoreWeave, Inc.
|
15,111 | $1,170,648 | |
| 8 | NET |
Cloudflare, Inc.
|
5,391 | $1,112,378 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||