Position in ORCL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$88,707
-$135,439 QoQ
Shares Held
603
-47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Bell Investment Advisors, Inc holds $3,063,890 across 59 Software - Infrastructure names. ORCL ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,517 | $2,042,227 | |
| 2 | GTLB |
Gitlab Inc.
|
13,077 | $282,986 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,195 | $174,804 | |
| 4 | PANW |
Palo Alto Networks Inc
|
697 | $111,743 | |
| 5 | ORCL |
Oracle Corp
This page
|
603 | $88,707 | |
| 6 | SNPS |
Synopsys Inc
|
206 | $81,674 | |
| 7 | NET |
Cloudflare, Inc.
|
218 | $44,982 | |
| 8 | FFIV |
F5, Inc.
|
80 | $23,146 |
All Filings in ORCL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,707 | 603 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $224,146 | 1,150 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $322,863 | 1,148 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $257,764 | 1,179 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $156,587 | 1,120 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $182,637 | 1,096 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $186,588 | 1,095 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $153,484 | 1,087 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $135,156 | 1,076 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $109,225 | 1,036 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $113,546 | 1,072 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $131,951 | 1,108 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $100,539 | 1,082 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $90,486 | 1,107 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $63,940 | 1,047 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $62,184 | 890 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $91,744 | 1,052 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $87,042 | 999 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||