Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,293,150
-$1,386,286 QoQ
Shares Held
42,942
-17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#796
of 3,472 holders
Holding Since
Dec 2021
19 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, 2026Lifeworks Advisors, LLC holds $47,346,131 across 9 Software - Infrastructure names. ORCL ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
34,359 | $12,816,594 | |
| 2 | FFIV |
F5, Inc.
|
21,515 | $8,949,379 | |
| 3 | NTAP |
NetApp, Inc.
|
47,887 | $7,410,992 | |
| 4 | ORCL |
Oracle Corp
This page
|
42,942 | $6,293,150 | |
| 5 | GEN |
Gen Digital Inc.
|
226,105 | $5,627,753 | |
| 6 | VRSN |
Verisign Inc/Ca
|
16,479 | $4,145,457 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
8,268 | $1,577,410 | |
| 8 | GDDY |
GoDaddy Inc.
|
3,625 | $307,690 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,293,150 | 42,942 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,679,436 | 52,202 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,894,468 | 30,242 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,876,496 | 31,562 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,457,018 | 29,534 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,398,422 | 31,460 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,778,235 | 28,674 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,452,877 | 37,869 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,432,387 | 38,473 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,952,802 | 39,430 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,625,632 | 34,389 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,610,706 | 34,089 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,756,216 | 39,938 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,343,447 | 35,982 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,888,453 | 47,571 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,835,235 | 46,426 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,855,097 | 40,863 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,801,899 | 33,868 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,349,661 | 15,476 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||