Position in ORCL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,431,321
+$172,099 QoQ
Shares Held
23,414
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,038
of 3,472 holders
Holding Since
Dec 2020
23 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, 2026Aaron Wealth Advisors LLC holds $55,170,312 across 20 Software - Infrastructure names. ORCL ranks #2 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
95,430 | $35,597,298 | |
| 2 | ORCL |
Oracle Corp
This page
|
23,414 | $3,431,321 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
24,285 | $2,833,330 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,166 | $2,443,749 | |
| 5 | TWLO |
Twilio Inc
|
7,481 | $1,543,554 | |
| 6 | XYZ |
Block, Inc.
|
16,150 | $1,227,400 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,151 | $1,098,536 | |
| 8 | FFIV |
F5, Inc.
|
2,405 | $1,000,383 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,431,321 | 23,414 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,259,222 | 22,155 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,480,980 | 22,990 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,544,365 | 19,714 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $3,721,738 | 17,023 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,308,402 | 16,511 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,722,064 | 16,335 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,943,148 | 17,272 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,275,014 | 16,112 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,027,219 | 16,139 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,517,453 | 14,393 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,623,099 | 34,206 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,085,739 | 34,308 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,149,244 | 33,892 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,728,235 | 33,377 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,770,541 | 28,992 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,007,784 | 28,736 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $28,786,000 | 2,381,465 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $781,576 | 8,962 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $727,535 | 8,350 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $647,161 | 8,314 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $613,355 | 8,741 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $210,695 | 3,257 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||