Position in ORCL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$496,218
+$91,078 QoQ
Shares Held
3,386
+22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,375
of 3,472 holders
Holding Since
Dec 2020
20 quarters on record
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $7,481,943 across 15 Software - Infrastructure names. ORCL ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
9,373 | $3,496,316 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
25,058 | $2,923,516 | |
| 3 | ORCL |
Oracle Corp
This page
|
3,386 | $496,218 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,244 | $237,336 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,325 | $203,546 | |
| 6 | SNPS |
Synopsys Inc
|
118 | $52,636 | |
| 7 | PANW |
Palo Alto Networks Inc
|
80 | $27,281 | |
| 8 | GRRR |
Gorilla Technology Group Inc.
|
1,196 | $23,776 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,218 | 3,386 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $405,140 | 2,754 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $577,518 | 2,963 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $705,912 | 2,510 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $548,542 | 2,509 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $494,787 | 3,539 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $477,256 | 2,864 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $471,156 | 2,765 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $382,793 | 2,711 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $347,186 | 2,764 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $287,718 | 2,729 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $299,541 | 2,828 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $268,786 | 2,257 | Shares | Sole | 2023-08-04 | |
| 2022-06-30 | $236,719 | 3,388 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $292,864 | 3,540 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $308,897 | 3,542 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $308,527 | 3,541 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $275,631 | 3,541 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $248,401 | 3,540 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $229,002 | 3,540 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||