Position in ORCL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,195,050
+$711,138 QoQ
Shares Held
35,449
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#870
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Soltis Investment Advisors LLC holds $106,377,447 across 16 Software - Infrastructure names. ORCL ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
226,152 | $84,359,219 | |
| 2 | NET |
Cloudflare, Inc.
|
32,451 | $7,959,581 | |
| 3 | ORCL |
Oracle Corp
This page
|
35,449 | $5,195,050 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
10,680 | $2,037,583 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,860 | $1,850,386 | |
| 6 | PANW |
Palo Alto Networks Inc
|
4,071 | $1,388,292 | |
| 7 | FTNT |
Fortinet, Inc.
|
5,183 | $796,212 | |
| 8 | SNPS |
Synopsys Inc
|
1,104 | $492,461 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,195,050 | 35,449 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,483,912 | 30,480 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,442,082 | 27,921 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $7,708,225 | 27,408 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,201,016 | 32,937 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,393,109 | 31,422 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,389,637 | 32,343 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,779,549 | 28,049 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $2,692,119 | 19,066 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,128,995 | 56,755 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $1,886,353 | 17,892 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,983,352 | 18,725 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,258,303 | 18,963 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,356,559 | 57,647 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,625,830 | 56,592 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,257,003 | 20,583 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,124,348 | 16,092 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,307,382 | 15,803 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $486,980 | 5,584 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $531,144 | 6,096 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $470,387 | 6,043 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $668,649 | 9,529 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $628,528 | 9,716 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $432,048 | 7,237 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $386,005 | 6,984 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $352,277 | 7,289 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||