Herold Advisors, Inc.

Position in ORCL — Oracle Corp

CIK 1891713 New York, NY

Position in ORCL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$776,861

+$23,658 QoQ

Shares Held

5,301

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,019

of 3,472 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Herold Advisors, Inc. holds $15,751,616 across 5 Software - Infrastructure names. ORCL ranks #2 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	37,327	$13,923,717
2	ORCL	Oracle Corp This page	5,301	$776,861
3	NET	Cloudflare, Inc.	1,520	$372,825
4	PANW	Palo Alto Networks Inc	1,050	$358,071
5	PLTR	Palantir Technologies Inc.	2,744	$320,142

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$776,861	5,301	+3.5%	Shares	Sole	2026-07-22
2026-03-31	$753,203	5,120	+0.7%	Shares	Sole	2026-05-15
2025-12-31	$991,117	5,085	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$1,429,261	5,082	-13.2%	Shares	Sole	2025-11-13
2025-06-30	$1,280,297	5,856	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$818,028	5,851	+14.4%	Shares	Sole	2025-05-13
2024-12-31	$852,030	5,113	-3.7%	Shares	Sole	2025-02-14
2024-09-30	$904,994	5,311	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$749,489	5,308	+0.1%	Shares	Sole	2024-07-24
2024-03-31	$666,235	5,304	-8.6%	Shares	Sole	2024-05-10
2023-12-31	$611,494	5,800	-7.9%	Shares	Sole	2024-02-02
2023-09-30	$666,872	6,296	+21.3%	Shares	Sole	2023-11-08
2023-06-30	$618,315	5,192	-6.7%	Shares	Sole	2023-07-17
2023-03-31	$516,913	5,563	+10.5%	Shares	Sole	2023-04-19
2022-12-31	$411,479	5,034	+25.0%	Shares	Sole	2023-02-14
2022-09-30	$245,989	4,028	+0.1%	Shares	Sole	2022-11-08
2022-06-30	$281,156	4,024	+0.1%	Shares	Sole	2022-07-15
2022-03-31	$332,491	4,019	+0.1%	Shares	Sole	2022-05-09
2021-12-31	$350,235	4,016	+0.1%	Shares	Sole	2022-01-20
2021-09-30	$349,565	4,012	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.