Position in ORCL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,549,766
+$322,134 QoQ
Shares Held
10,575
+26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,474
of 3,472 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OneAscent Financial Services LLC holds $18,992,876 across 7 Software - Infrastructure names. ORCL ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,166 | $12,371,581 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,031 | $2,738,731 | |
| 3 | ORCL |
Oracle Corp
This page
|
10,575 | $1,549,766 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,932 | $808,756 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,812 | $727,272 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,719 | $571,312 | |
| 7 | CRWV |
CoreWeave, Inc.
|
2,265 | $225,458 |
All Filings in ORCL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,549,766 | 10,575 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,227,632 | 8,345 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $772,818 | 3,965 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $775,378 | 2,757 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,376,494 | 6,296 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $891,987 | 6,380 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $953,680 | 5,723 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $865,802 | 5,081 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $644,719 | 4,566 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $610,087 | 4,857 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $427,834 | 4,058 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $611,688 | 5,775 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $657,376 | 5,520 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $395,467 | 4,256 | Shares | Sole | 2023-04-17 | |
| 2021-03-31 | $351,762 | 5,013 | Shares | Sole | 2021-04-27 | |
| 2020-09-30 | $583,269 | 9,770 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $507,820 | 9,188 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $645,640 | 13,359 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||