Position in ORCL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,672,135
-$17,276 QoQ
Shares Held
11,410
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,434
of 3,472 holders
Holding Since
Dec 2020
18 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, 2026Cerro Pacific Wealth Advisors LLC holds $9,322,607 across 4 Software - Infrastructure names. ORCL ranks #2 (17.9% of the industry book) .
All Filings in ORCL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,672,135 | 11,410 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,689,411 | 11,484 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,158,823 | 11,076 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,307,944 | 11,762 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,759,547 | 12,622 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,607,395 | 11,497 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,916,360 | 11,500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,941,026 | 11,391 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,608,409 | 11,391 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $900,116 | 9,687 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $779,881 | 9,541 | Shares | Other | 2023-01-19 | |
| 2022-09-30 | $550,057 | 9,007 | Shares | Other | 2022-10-12 | |
| 2022-06-30 | $613,807 | 8,785 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $724,962 | 8,763 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $762,477 | 8,743 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $760,209 | 8,725 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $678,998 | 8,723 | Shares | Other | 2021-08-16 | |
| 2020-12-31 | $594,565 | 9,191 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||