Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$927,514
+$45,149 QoQ
Shares Held
6,329
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,876
of 3,472 holders
Holding Since
Mar 2020
26 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, 2026Occidental Asset Management, LLC holds $48,161,751 across 8 Software - Infrastructure names. ORCL ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
85,268 | $31,806,669 | |
| 2 | NTAP |
NetApp, Inc.
|
53,647 | $8,302,409 | |
| 3 | OKTA |
Okta, Inc.
|
32,899 | $4,489,068 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,301 | $1,125,707 | |
| 5 | ORCL |
Oracle Corp
This page
|
6,329 | $927,514 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,524 | $672,326 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,318 | $503,781 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,176 | $334,277 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,514 | 6,329 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $882,365 | 5,998 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,180,959 | 6,059 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,836,778 | 6,531 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,246,628 | 5,702 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $867,940 | 6,208 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $906,521 | 5,440 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $957,136 | 5,617 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $734,098 | 5,199 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $588,106 | 4,682 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $487,297 | 4,622 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $489,032 | 4,617 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $549,838 | 4,617 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $429,011 | 4,617 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $377,393 | 4,617 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $281,960 | 4,617 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $322,589 | 4,617 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $711,395 | 8,599 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $749,918 | 8,599 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $749,230 | 8,599 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $669,346 | 8,599 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $603,391 | 8,599 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $523,924 | 8,099 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $526,315 | 8,816 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $487,260 | 8,816 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $426,077 | 8,816 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||