Position in ORCL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,001,254
+$115,197 QoQ
Shares Held
27,303
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#975
of 3,472 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $91,109,247 across 14 Software - Infrastructure names. ORCL ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
167,115 | $62,337,237 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
54,864 | $10,467,228 | |
| 3 | PANW |
Palo Alto Networks Inc
|
18,199 | $6,206,222 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
39,915 | $4,656,883 | |
| 5 | ORCL |
Oracle Corp
This page
|
27,303 | $4,001,254 | |
| 6 | FTNT |
Fortinet, Inc.
|
5,644 | $867,031 | |
| 7 | XYZ |
Block, Inc.
|
9,733 | $739,708 | |
| 8 | CRWV |
CoreWeave, Inc.
|
5,933 | $590,570 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,001,254 | 27,303 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,886,057 | 26,416 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,650,830 | 28,992 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,766,161 | 27,614 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,312,709 | 24,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,926,424 | 28,084 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,485,108 | 20,914 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $3,412,430 | 20,026 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,261,035 | 16,013 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,800,619 | 14,335 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,590,742 | 53,028 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,632,623 | 43,737 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,454,085 | 37,401 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,226,832 | 34,727 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,090,017 | 37,803 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,889,444 | 30,939 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $644,969 | 9,231 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $750,526 | 9,072 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,127,363 | 12,927 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $948,410 | 10,885 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $812,338 | 10,436 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $629,565 | 8,972 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $397,778 | 6,149 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $333,961 | 5,594 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $281,158 | 5,087 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||