Position in ORCL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$679,353
-$169,869 QoQ
Shares Held
4,618
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Sound Income Strategies, LLC holds $19,546,923 across 46 Software - Infrastructure names. ORCL ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
34,747 | $12,862,296 | |
| 2 | GEN |
Gen Digital Inc.
|
212,736 | $4,005,818 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,726 | $837,599 | |
| 4 | ORCL |
Oracle Corp
This page
|
4,618 | $679,353 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,213 | $354,788 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,611 | $131,650 | |
| 7 | CRWV |
CoreWeave, Inc.
|
1,603 | $124,184 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,034 | $100,920 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $679,353 | 4,618 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $849,222 | 4,357 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $680,319 | 2,419 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $650,424 | 2,975 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $388,811 | 2,781 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $503,086 | 3,019 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $538,123 | 3,158 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $366,696 | 2,597 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $447,045 | 3,559 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $385,030 | 3,652 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $385,866 | 3,643 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $433,606 | 3,641 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $347,520 | 3,740 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $224,294 | 2,744 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $86,658 | 1,419 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $89,573 | 1,282 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $106,059 | 1,282 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $84,332 | 967 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $83,819 | 962 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $10,041 | 129 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $44,347 | 632 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $15,008 | 232 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $13,850 | 232 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $14,093 | 255 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $12,324 | 255 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||