Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$487,278
+$31,237 QoQ
Shares Held
3,325
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,393
of 3,472 holders
Holding Since
Sep 2024
8 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, 2026New World Advisors LLC holds $6,389,299 across 7 Software - Infrastructure names. ORCL ranks #2 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,521 | $4,670,583 | |
| 2 | ORCL |
Oracle Corp
This page
|
3,325 | $487,278 | |
| 3 | FTNT |
Fortinet, Inc.
|
1,797 | $276,055 | |
| 4 | RBRK |
Rubrik, Inc.
|
3,177 | $255,049 | |
| 5 | SNPS |
Synopsys Inc
|
562 | $250,691 | |
| 6 | VRSN |
Verisign Inc/Ca
|
986 | $248,038 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,728 | $201,605 |
All Filings in ORCL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,278 | 3,325 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $456,041 | 3,100 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $723,505 | 3,712 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $1,069,555 | 3,803 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $817,457 | 3,739 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $824,739 | 5,899 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $677,391 | 4,065 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $542,383 | 3,183 | Shares | Defined | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||