Position in ORCL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$116,507
-$805,872 QoQ
Shares Held
795
-87.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,257
of 3,472 holders
Holding Since
Dec 2020
17 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, 2026GoalVest Advisory LLC holds $6,278,541 across 10 Software - Infrastructure names. ORCL ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,357 | $4,609,408 | |
| 2 | CORZ |
Core Scientific, Inc./tx
|
40,100 | $1,026,159 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,888 | $336,942 | |
| 4 | SNPS |
Synopsys Inc
|
355 | $158,354 | |
| 5 | ORCL |
Oracle Corp
This page
|
795 | $116,507 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
508 | $24,229 | |
| 7 | PANW |
Palo Alto Networks Inc
|
9 | $3,069 | |
| 8 | DOX |
Amdocs Ltd
|
51 | $2,577 |
All Filings in ORCL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,507 | 795 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $922,379 | 6,270 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,372,946 | 7,044 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,889,932 | 6,720 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,469,193 | 6,720 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $864,864 | 6,186 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $66,656 | 400 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $68,160 | 400 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $70,600 | 500 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $87,927 | 700 | Shares | Sole | 2024-04-15 | |
| 2023-09-30 | $847 | 8 | Shares | Sole | 2023-10-10 | |
| 2022-12-31 | $3,923 | 48 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $2,931 | 48 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $3,353 | 48 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $5,460 | 66 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $3,736 | 48 | Shares | Sole | 2021-09-01 | |
| 2020-12-31 | $40,884 | 632 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||