Position in ORCL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,328,093
+$1,146,506 QoQ
Shares Held
15,886
+97.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#268
of 1,020 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, 2026SOA Wealth Advisors, LLC. holds $48,103,494 across 15 Software - Infrastructure names. ORCL ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
102,203 | $38,123,763 | |
| 2 | PANW |
Palo Alto Networks Inc
|
17,224 | $5,873,728 | |
| 3 | ORCL |
Oracle Corp
This page
|
15,886 | $2,328,093 | |
| 4 | ZETA |
Zeta Global Holdings Corp.
|
42,500 | $836,400 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,545 | $413,595 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,802 | $179,371 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,005 | $154,388 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
376 | $71,735 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,328,093 | 15,886 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,181,587 | 8,032 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,673,497 | 8,586 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,408,820 | 8,565 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,799,324 | 8,230 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,140,290 | 8,156 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,951,707 | 29,715 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,358,057 | 31,444 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $4,438,339 | 31,433 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,842,661 | 30,592 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,190,417 | 30,261 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,219,332 | 30,394 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,604,735 | 30,269 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,811,480 | 30,257 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,450,401 | 29,978 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,826,237 | 29,904 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,039,016 | 29,183 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,392,220 | 28,916 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $2,540,252 | 29,128 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,456,717 | 28,196 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,072,723 | 26,628 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,580,017 | 22,517 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,364,312 | 21,090 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||