Centerpoint Advisors, LLC

Position in ORCL — Oracle Corp

CIK 1733788 NEEDHAM, MA

Position in ORCL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$990,531

-$8,934 QoQ

Shares Held

6,759

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#1,824

of 3,472 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Centerpoint Advisors, LLC holds $9,137,843 across 6 Software - Infrastructure names. ORCL ranks #2 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	20,868	$7,784,181
2	ORCL	Oracle Corp This page	6,759	$990,531
3	PLTR	Palantir Technologies Inc.	2,192	$255,740
4	PANW	Palo Alto Networks Inc	244	$83,208
5	CRWD	CrowdStrike Holdings, Inc.	80	$15,262
6	SNPS	Synopsys Inc	20	$8,921

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$990,531	6,759	-0.5%	Shares	Sole	2026-08-05
2026-03-31	$999,465	6,794	-0.9%	Shares	Sole	2026-05-07
2025-12-31	$1,336,887	6,859	+1.9%	Shares	Sole	2026-02-13
2025-09-30	$1,893,870	6,734	+1.8%	Shares	Sole	2025-11-06
2025-06-30	$1,445,581	6,612	-1.5%	Shares	Sole	2025-08-01
2025-03-31	$938,404	6,712	-0.9%	Shares	Sole	2025-05-13
2024-12-31	$1,128,486	6,772	0.0%	Shares	Sole	2025-01-31
2024-09-30	$1,153,948	6,772	-2.2%	Shares	Sole	2024-10-15
2024-06-30	$977,386	6,922	+6.8%	Shares	Sole	2024-07-30
2024-03-31	$814,455	6,484	0.0%	Shares	Sole	2024-05-02
2023-12-31	$683,608	6,484	-1.5%	Shares	Sole	2024-01-16
2023-09-30	$697,377	6,584	0.0%	Shares	Sole	2023-11-01
2023-06-30	$784,088	6,584	0.0%	Shares	Sole	2023-07-17
2023-03-31	$611,785	6,584	-16.1%	Shares	Sole	2023-05-03
2022-12-31	$641,168	7,844	+43.0%	Shares	Sole	2023-01-24
2022-09-30	$334,907	5,484	0.0%	Shares	Sole	2022-10-13
2022-06-30	$383,167	5,484	0.0%	Shares	Sole	2022-07-18
2022-03-31	$453,691	5,484	+14.2%	Shares	Sole	2022-04-27
2021-12-31	$418,608	4,800	0.0%	Shares	Sole	2022-01-14
2021-09-30	$418,224	4,800	0.0%	Shares	Sole	2021-10-25
2021-06-30	$373,632	4,800	+140.0%	Shares	Sole	2021-07-26
2021-03-31	$140,340	2,000	0.0%	Shares	Sole	2021-04-23
2020-12-31	$129,380	2,000	0.0%	Shares	Sole	2021-01-22
2020-09-30	$119,400	2,000	0.0%	Shares	Sole	2020-10-13
2020-06-30	$110,540	2,000	0.0%	Shares	Sole	2020-07-31
2020-03-31	$96,660	2,000	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.