Foundations Investment Advisors, LLC
EndowmentPosition in ORCL — Oracle Corp
CIK 1743404
PHOENIX, AZ
Position in ORCL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$49,319,656
-$2,953,255 QoQ
Shares Held
335,257
+25.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Foundations Investment Advisors, LLC holds $185,871,632 across 17 Software - Infrastructure names. ORCL ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
240,314 | $88,957,031 | |
| 2 | ORCL |
Oracle Corp
This page
|
335,257 | $49,319,656 | |
| 3 | PANW |
Palo Alto Networks Inc
|
113,185 | $18,145,818 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
86,947 | $12,718,605 | |
| 5 | NET |
Cloudflare, Inc.
|
36,920 | $7,618,071 | |
| 6 | CRWV |
CoreWeave, Inc.
|
41,845 | $3,241,731 | |
| 7 | INFQ |
Infleqtion, Inc.
|
230,012 | $2,256,416 | |
| 8 | ZS |
Zscaler, Inc.
|
6,790 | $952,569 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,319,656 | 335,257 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $52,272,911 | 268,190 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $63,730,390 | 226,605 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $46,506,533 | 212,718 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $26,686,931 | 190,880 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $27,427,777 | 164,593 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $22,471,500 | 131,875 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $17,279,491 | 122,376 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $11,967,869 | 95,278 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,381,238 | 13,101 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,311,713 | 12,384 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $2,055,731 | 17,262 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,561,339 | 27,565 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,257,004 | 27,612 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,178,223 | 19,293 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $494,469 | 7,077 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $619,647 | 7,490 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $734,220 | 8,419 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $504,569 | 5,791 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $405,624 | 5,211 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $350,639 | 4,997 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $302,361 | 4,674 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $373,960 | 6,264 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $304,648 | 5,512 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $291,768 | 6,037 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||