Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$117,386
+$32,357 QoQ
Shares Held
801
+38.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,254
of 3,472 holders
Holding Since
Dec 2021
18 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, 2026Operose Advisors LLC holds $6,173,488 across 11 Software - Infrastructure names. ORCL ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,435 | $5,011,523 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,500 | $511,530 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,900 | $221,673 | |
| 4 | ORCL |
Oracle Corp
This page
|
801 | $117,386 | |
| 5 | CRWV |
CoreWeave, Inc.
|
1,169 | $116,362 | |
| 6 | RBRK |
Rubrik, Inc.
|
1,191 | $95,613 | |
| 7 | NTSK |
Netskope Inc
|
5,128 | $56,100 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
152 | $28,999 |
All Filings in ORCL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,386 | 801 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $85,029 | 578 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $62,761 | 322 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $88,309 | 314 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $68,649 | 314 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $43,900 | 314 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $34,827 | 209 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,793,119 | 10,523 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,485,847 | 10,523 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,321,794 | 10,523 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,109,439 | 10,523 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,114,596 | 10,523 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,253,184 | 10,523 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $142,539 | 1,534 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $11,116 | 136 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $20,611 | 295 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $24,405 | 295 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $25,726 | 295 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||