Position in ORCL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$414,003
-$2,906 QoQ
Shares Held
2,825
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,540
of 3,472 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $5,127,380 across 15 Software - Infrastructure names. ORCL ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,447 | $1,658,819 | |
| 2 | NTAP |
NetApp, Inc.
|
7,193 | $1,113,188 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,087 | $711,708 | |
| 4 | ORCL |
Oracle Corp
This page
|
2,825 | $414,003 | |
| 5 | OKTA |
Okta, Inc.
|
2,224 | $303,464 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
5,330 | $259,251 | |
| 7 | TOST |
Toast, Inc.
|
8,498 | $236,414 | |
| 8 | TWLO |
Twilio Inc
|
1,024 | $211,281 |
All Filings in ORCL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,003 | 2,825 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $416,909 | 2,834 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $519,824 | 2,667 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $746,973 | 2,656 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $709,454 | 3,245 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $443,337 | 3,171 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $507,918 | 3,048 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $277,581 | 1,629 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $302,591 | 2,143 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $9,420 | 75 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $210,886 | 1,991 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $235,440 | 1,977 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||