Position in ORCL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,376,512
-$41,294 QoQ
Shares Held
23,040
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,044
of 3,466 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $44,273,141 across 7 Software - Infrastructure names. ORCL ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
93,606 | $34,916,910 | |
| 2 | PANW |
Palo Alto Networks Inc
|
11,984 | $4,086,783 | |
| 3 | ORCL |
Oracle Corp
This page
|
23,040 | $3,376,512 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,588 | $1,066,106 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,782 | $324,575 | |
| 6 | AEVA |
Aeva Technologies, Inc.
|
9,684 | $278,124 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,459 | $224,131 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,376,512 | 23,040 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,417,806 | 23,233 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,644,510 | 23,829 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,649,357 | 23,643 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,123,156 | 23,433 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,274,350 | 23,420 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,781,061 | 22,690 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,881,371 | 22,778 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,898,553 | 20,528 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,557,796 | 20,363 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,381,874 | 22,592 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,423,025 | 22,876 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,443,012 | 20,514 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,148,867 | 23,126 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,846,670 | 22,592 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $964,112 | 15,787 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,279,389 | 18,311 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,517,268 | 18,340 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,596,640 | 18,308 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,602,320 | 18,390 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,355,894 | 17,419 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,216,046 | 17,330 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,118,684 | 17,293 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $972,871 | 16,296 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $909,025 | 16,447 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $762,115 | 15,769 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||