Position in ORCL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$51,439
+$18,928 QoQ
Shares Held
351
+58.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,336
of 3,472 holders
Holding Since
Mar 2020
21 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, 2026Avion Wealth holds $3,027,311 across 51 Software - Infrastructure names. ORCL ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,927 | $2,210,889 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,185 | $254,923 | |
| 3 | PANW |
Palo Alto Networks Inc
|
320 | $109,126 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
448 | $85,471 | |
| 5 | ORCL |
Oracle Corp
This page
|
351 | $51,439 | |
| 6 | FTNT |
Fortinet, Inc.
|
217 | $33,335 | |
| 7 | NET |
Cloudflare, Inc.
|
127 | $31,150 | |
| 8 | TOST |
Toast, Inc.
|
841 | $23,396 |
All Filings in ORCL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,439 | 351 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $32,511 | 221 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $43,270 | 222 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $73,122 | 260 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $48,754 | 223 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $35 | 211 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $35,161 | 211 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $25,900 | 152 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $17,791 | 126 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $12,937 | 103 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,121 | 96 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $10,591 | 100 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $6,431 | 64 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1 | 15 | Shares | Sole | 2023-05-05 | |
| 2022-06-30 | $2,235 | 32 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,220 | 14 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,219 | 14 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,089 | 14 | Shares | Sole | 2021-07-27 | |
| 2020-09-30 | $2,208 | 37 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,044 | 37 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,788 | 37 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||