Position in ORCL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$776,128
+$92,950 QoQ
Shares Held
5,296
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,022
of 3,472 holders
Holding Since
Sep 2024
7 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, 2026Net Worth Advisory Group holds $7,580,805 across 10 Software - Infrastructure names. ORCL ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,133 | $3,779,811 | |
| 2 | FTNT |
Fortinet, Inc.
|
7,924 | $1,217,284 | |
| 3 | ORCL |
Oracle Corp
This page
|
5,296 | $776,128 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,062 | $357,243 | |
| 5 | FFIV |
F5, Inc.
|
747 | $310,722 | |
| 6 | NET |
Cloudflare, Inc.
|
1,159 | $284,279 | |
| 7 | EEFT |
Euronet Worldwide, Inc.
|
3,076 | $225,132 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
4,299 | $216,196 |
All Filings in ORCL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,128 | 5,296 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $683,178 | 4,644 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $978,643 | 5,021 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $267,178 | 950 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $211,852 | 969 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $935,183 | 5,612 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $968,724 | 5,685 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||