Position in ORCL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,219,731
+$197,467 QoQ
Shares Held
8,323
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,658
of 3,471 holders
Holding Since
Mar 2021
17 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 Jun 30, 2026Advisor OS, LLC holds $20,162,127 across 10 Software - Infrastructure names. ORCL ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,002 | $13,802,483 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,098 | $1,738,518 | |
| 3 | ORCL |
Oracle Corp
This page
|
8,323 | $1,219,731 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,988 | $1,142,418 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,499 | $874,905 | |
| 6 | SNPS |
Synopsys Inc
|
807 | $359,975 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,094 | $307,975 | |
| 8 | NET |
Cloudflare, Inc.
|
1,179 | $289,184 |
All Filings in ORCL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,219,731 | 8,323 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,022,264 | 6,949 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $943,165 | 4,839 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,335,606 | 4,749 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,022,747 | 4,678 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $526,521 | 3,766 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $612,899 | 3,678 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $522,444 | 3,066 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $386,321 | 2,736 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $344,042 | 2,739 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $293,723 | 2,786 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $234,927 | 2,218 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $227,577 | 1,911 | Shares | Sole | 2023-08-08 | |
| 2021-12-31 | $450,002 | 5,160 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $422,840 | 4,853 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $377,757 | 4,853 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $344,042 | 4,903 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||