Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$104,197
-$398 QoQ
Shares Held
711
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,268
of 3,472 holders
Holding Since
Mar 2020
11 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, 2026CBIZ Investment Advisory Services, LLC holds $819,856 across 7 Software - Infrastructure names. ORCL ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,803 | $672,555 | |
| 2 | ORCL |
Oracle Corp
This page
|
711 | $104,197 | |
| 3 | PANW |
Palo Alto Networks Inc
|
54 | $18,415 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
143 | $16,683 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
32 | $6,105 | |
| 6 | SNPS |
Synopsys Inc
|
4 | $1,784 | |
| 7 | BLSH |
Bullish
|
5 | $117 |
All Filings in ORCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,197 | 711 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $104,595 | 711 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $229,409 | 1,177 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $166,775 | 593 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $123,525 | 565 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $100,663 | 720 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $100,150 | 601 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $99,002 | 581 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $66,646 | 472 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $59,287 | 472 | Shares | Sole | 2024-05-13 | |
| 2020-03-31 | $20,685 | 428 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||