Roberts Wealth Advisors, LLC

Position in ORCL — Oracle Corp

CIK 1885319 PALO ALTO, CA

Position in ORCL

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$952,428

-$23,793 QoQ

Shares Held

6,499

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,856

of 3,472 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Roberts Wealth Advisors, LLC holds $20,416,139 across 6 Software - Infrastructure names. ORCL ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	34,778	$12,972,889
2	CRWD	CrowdStrike Holdings, Inc.	18,520	$3,533,338
3	SNPS	Synopsys Inc	4,955	$2,210,276
4	ORCL	Oracle Corp This page	6,499	$952,428
5	QLYS	Qualys, Inc.	3,200	$439,968
6	FTNT	Fortinet, Inc.	2,000	$307,240

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$952,428	6,499	-2.1%	Shares	Sole	2026-07-30
2026-03-31	$976,221	6,636	-0.5%	Shares	Sole	2026-04-08
2025-12-31	$1,299,270	6,666	-9.4%	Shares	Sole	2026-01-13
2025-09-30	$2,068,520	7,355	-7.5%	Shares	Sole	2025-10-21
2025-06-30	$1,738,983	7,954	-61.4%	Shares	Sole	2025-07-23
2025-03-31	$2,882,322	20,616	+0.5%	Shares	Sole	2025-04-21
2024-12-31	$3,419,119	20,518	-0.6%	Shares	Sole	2025-01-17
2024-09-30	$3,516,033	20,634	+6.3%	Shares	Sole	2024-10-15
2024-06-30	$2,739,844	19,404	+33.8%	Shares	Sole	2024-08-13
2024-03-31	$1,821,470	14,501	+1.7%	Shares	Sole	2024-04-18
2023-12-31	$4,480	14,254	+0.7%	Shares	Sole	2024-01-17
2023-09-30	$1,498,662	14,149	+1.0%	Shares	Sole	2023-10-17
2023-06-30	$1,667,855	14,005	-0.1%	Shares	Sole	2023-07-12
2023-03-31	$1,302,831	14,021	+1.0%	Shares	Sole	2023-04-11
2022-12-31	$1,134,632	13,881	+2.5%	Shares	Sole	2023-01-11
2022-09-30	$826,887	13,540	+1.2%	Shares	Sole	2022-10-13
2022-06-30	$935,279	13,386	+2.5%	Shares	Sole	2022-07-11
2022-03-31	$1,080,867	13,065	-0.2%	Shares	Sole	2022-04-12
2021-12-31	$1,141,404	13,088	-57.4%	Shares	Sole	2022-01-12
2021-09-30	$2,674,716	30,698	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.