Carolina Wealth Advisors, LLC

Position in ORCL — Oracle Corp

CIK 1786411 MYRTLE BEACH, SC

Position in ORCL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$5,862

-$22 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,011

of 1,020 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Carolina Wealth Advisors, LLC holds $261,187 across 5 Software - Infrastructure names. ORCL ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOX	Amdocs Ltd	3,189	$161,172
2	MSFT	Microsoft Corp	183	$68,262
3	PLTR	Palantir Technologies Inc.	142	$16,567
4	INFQ	Infleqtion, Inc.	700	$9,324
5	ORCL	Oracle Corp This page	40	$5,862

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,862	40	0.0%	Shares	Sole	2026-07-09
2026-03-31	$5,884	40	0.0%	Shares	Sole	2026-04-07
2025-12-31	$7,796	40	-68.5%	Shares	Sole	2026-01-21
2025-09-30	$35,717	127	0.0%	Shares	Sole	2025-10-07
2025-06-30	$27,766	127	0.0%	Shares	Sole	2025-07-22
2025-03-31	$17,755	127	0.0%	Shares	Sole	2025-04-24
2024-12-31	$21,163	127	0.0%	Shares	Sole	2025-01-14
2024-09-30	$21,640	127	+217.5%	Shares	Sole	2024-10-21
2024-06-30	$5,648	40	0.0%	Shares	Sole	2024-07-12
2024-03-31	$5,024	40	0.0%	Shares	Sole	2024-04-05
2023-12-31	$4,217	40	0.0%	Shares	Sole	2024-01-23
2023-09-30	$4,236	40	0.0%	Shares	Sole	2023-10-17
2023-06-30	$4,763	40	0.0%	Shares	Sole	2023-07-17
2023-03-31	$3,716	40	0.0%	Shares	Sole	2023-04-14
2022-12-31	$3,269	40	0.0%	Shares	Sole	2023-01-10
2022-09-30	$2,442	40	0.0%	Shares	Sole	2022-10-14
2022-06-30	$2,794	40	0.0%	Shares	Sole	2022-07-19
2022-03-31	$3,309	40	0.0%	Shares	Sole	2022-04-18
2021-12-31	$3,488	40	0.0%	Shares	Sole	2022-01-24
2021-09-30	$3,485	40	0.0%	Shares	Sole	2021-10-22
2021-06-30	$3,113	40	-76.9%	Shares	Sole	2021-07-22
2021-03-31	$12,139	173	+332.5%	Shares	Sole	2021-04-09
2020-12-31	$2,587	40	-59.6%	Shares	Sole	2021-01-29
2020-09-30	$5,910	99	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.