Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,444,797
-$103,617 QoQ
Shares Held
57,624
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#689
of 3,472 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CSM Advisors, LLC holds $135,063,797 across 12 Software - Infrastructure names. ORCL ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
121,715 | $45,402,129 | |
| 2 | NTCT |
Netscout Systems Inc
|
482,271 | $21,002,902 | |
| 3 | NTAP |
NetApp, Inc.
|
109,901 | $17,008,278 | |
| 4 | PANW |
Palo Alto Networks Inc
|
27,254 | $9,294,159 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
74,938 | $8,743,016 | |
| 6 | ORCL |
Oracle Corp
This page
|
57,624 | $8,444,797 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
35,704 | $6,811,787 | |
| 8 | BAND |
Bandwidth Inc.
|
102,923 | $6,515,025 |
All Filings in ORCL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,444,797 | 57,624 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,548,414 | 58,109 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,318,036 | 22,154 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,526,353 | 30,317 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,643,440 | 153,883 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $13,140,881 | 93,991 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,898,455 | 95,406 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,601,390 | 97,426 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,518,325 | 102,821 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,041,960 | 103,829 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,850,223 | 102,914 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,123,612 | 105,019 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,865,173 | 108,029 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,736,348 | 115,544 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,884,647 | 108,694 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,672,752 | 109,264 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,407,736 | 120,334 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,032,998 | 121,274 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,160,475 | 139,439 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $12,859,429 | 147,589 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,859,624 | 152,359 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,597,627 | 165,279 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||