Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$830,059
-$136,499 QoQ
Shares Held
5,664
+14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,925
of 3,414 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $47,177,044 across 34 Software - Infrastructure names. ORCL ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
51,180 | $19,091,163 | |
| 2 | CPAY |
Corpay, Inc.
|
17,343 | $5,779,901 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
48,446 | $5,652,194 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,446 | $4,919,200 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
32,961 | $4,332,064 | |
| 6 | MDB |
MongoDB, Inc.
|
7,721 | $2,593,483 | |
| 7 | IOT |
Samsara Inc.
|
51,040 | $1,655,227 | |
| 8 | ORCL |
Oracle Corp
This page
|
5,664 | $830,059 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,059 | 5,664 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $966,558 | 4,959 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,371,888 | 4,878 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $953,882 | 4,363 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $602,581 | 4,310 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $544,246 | 3,266 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $426,565 | 3,021 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $293,411 | 2,783 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $291,068 | 2,748 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $207,118 | 2,229 | Shares | Sole | 2023-04-26 | |
| 2022-06-30 | $217,086 | 3,107 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $371,788 | 4,494 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $471,893 | 5,411 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $470,502 | 5,400 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $349,423 | 4,489 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $448,175 | 6,387 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $476,183 | 7,361 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $337,782 | 5,658 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $291,936 | 5,282 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $258,033 | 5,339 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||