Position in ORCL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,138,840
-$4,351 QoQ
Shares Held
7,771
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,706
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, 2026Sterling Investment Advisors, Ltd. holds $35,505,888 across 8 Software - Infrastructure names. ORCL ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
93,044 | $17,751,399 | |
| 2 | MSFT |
Microsoft Corp
|
29,406 | $10,969,026 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
34,002 | $3,967,013 | |
| 4 | ORCL |
Oracle Corp
This page
|
7,771 | $1,138,840 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
4,400 | $690,932 | |
| 6 | NET |
Cloudflare, Inc.
|
1,768 | $433,655 | |
| 7 | RBRK |
Rubrik, Inc.
|
4,110 | $329,950 | |
| 8 | PANW |
Palo Alto Networks Inc
|
660 | $225,073 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,138,840 | 7,771 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,143,191 | 7,771 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,143,230 | 10,996 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,120,639 | 11,096 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,421,327 | 11,075 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,548,535 | 11,076 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,766,550 | 10,601 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,827,199 | 10,723 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,485,847 | 10,523 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,321,794 | 10,523 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,109,334 | 10,522 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,114,490 | 10,522 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,335,594 | 11,215 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,051,389 | 11,315 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $934,451 | 11,432 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $694,426 | 11,371 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $698,979 | 10,004 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $777,992 | 9,404 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $889,890 | 10,204 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $906,500 | 10,404 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $848,767 | 10,904 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $765,133 | 10,904 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $744,775 | 11,513 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $687,326 | 11,513 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $636,323 | 11,513 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $595,087 | 12,313 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||