Position in ORCL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,226,151
+$253,353 QoQ
Shares Held
22,014
+8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,067
of 3,472 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $24,454,063 across 11 Software - Infrastructure names. ORCL ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
39,173 | $14,612,312 | |
| 2 | ORCL |
Oracle Corp
This page
|
22,014 | $3,226,151 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,546 | $1,891,296 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
10,870 | $1,268,202 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
5,576 | $1,063,817 | |
| 6 | SNPS |
Synopsys Inc
|
1,441 | $642,786 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,078 | $472,842 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,556 | $391,427 |
All Filings in ORCL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,226,151 | 22,014 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,972,798 | 20,208 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,697,442 | 18,970 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,367,746 | 19,086 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,178,456 | 19,112 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,681,555 | 19,180 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,159,661 | 18,961 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,315,302 | 19,456 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,676,163 | 18,953 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,317,755 | 18,452 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,715,767 | 16,274 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,644,302 | 15,524 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,632,962 | 13,712 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,209,167 | 13,013 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,145,504 | 14,014 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $739,252 | 12,105 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $814,474 | 11,657 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $900,846 | 10,889 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $783,756 | 8,987 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $671,772 | 7,710 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $573,058 | 7,362 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $479,682 | 6,836 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $397,390 | 6,143 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $324,230 | 5,431 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||