Position in ORCL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$303,505
-$82,952 QoQ
Shares Held
2,071
-21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,828
of 3,481 holders
Holding Since
Mar 2021
22 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, 2026Octavia Wealth Advisors, LLC holds $12,231,487 across 6 Software - Infrastructure names. ORCL ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,711 | $8,098,637 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
21,878 | $2,552,506 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,018 | $688,178 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,756 | $369,932 | |
| 5 | ORCL |
Oracle Corp
This page
|
2,071 | $303,505 | |
| 6 | OKTA |
Okta, Inc.
|
1,603 | $218,729 |
All Filings in ORCL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,505 | 2,071 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $386,457 | 2,627 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $800,885 | 4,109 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,384,825 | 4,924 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $946,449 | 4,329 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $852,002 | 6,094 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,000,006 | 6,001 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,013,028 | 5,945 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $828,702 | 5,869 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $710,701 | 5,658 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $618,346 | 5,865 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $608,722 | 5,747 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $593,425 | 4,983 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $407,918 | 4,390 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $344,043 | 4,209 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $256,371 | 4,198 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $296,388 | 4,242 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $350,940 | 4,242 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $392,183 | 4,497 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $383,459 | 4,401 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $343,430 | 4,412 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $344,885 | 4,915 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||