Position in ORCL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,363,118
-$247,348 QoQ
Shares Held
16,125
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,222
of 3,472 holders
Holding Since
Jun 2021
20 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, 2026Apella Capital, LLC holds $52,060,632 across 8 Software - Infrastructure names. ORCL ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
121,343 | $45,263,365 | |
| 2 | ORCL |
Oracle Corp
This page
|
16,125 | $2,363,118 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
13,435 | $1,567,461 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,595 | $1,225,966 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
17,280 | $824,191 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,435 | $374,064 | |
| 7 | SNPS |
Synopsys Inc
|
582 | $259,612 | |
| 8 | BB |
BLACKBERRY Ltd
|
14,455 | $182,855 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,363,118 | 16,125 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,610,466 | 17,745 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,231,524 | 11,449 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,929,677 | 10,417 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,134,266 | 9,762 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,260,526 | 9,016 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,069,162 | 6,416 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,119,357 | 6,569 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $927,966 | 6,572 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $605,817 | 4,823 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $514,709 | 4,882 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $518,054 | 4,891 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $576,514 | 4,841 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $366,031 | 4,478 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $267,914 | 4,387 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $306,519 | 4,387 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $362,936 | 4,387 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $347,270 | 3,982 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $253,983 | 2,915 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $226,903 | 2,915 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||