Position in ORCL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$345,711
+$31,632 QoQ
Shares Held
2,359
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,708
of 3,472 holders
Holding Since
Jun 2023
11 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, 2026Investment Advisory Group, LLC holds $6,925,463 across 6 Software - Infrastructure names. ORCL ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,771 | $4,763,838 | |
| 2 | FTNT |
Fortinet, Inc.
|
5,152 | $791,450 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
4,278 | $499,114 | |
| 4 | ORCL |
Oracle Corp
This page
|
2,359 | $345,711 | |
| 5 | PANW |
Palo Alto Networks Inc
|
811 | $276,567 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,304 | $248,783 |
All Filings in ORCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,711 | 2,359 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $314,079 | 2,135 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $405,022 | 2,078 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $568,104 | 2,020 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $477,925 | 2,186 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $303,108 | 2,168 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $361,275 | 2,168 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $328,531 | 1,928 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $241,310 | 1,709 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $214,793 | 1,710 | Shares | Sole | 2024-04-29 | |
| 2023-06-30 | $200,428 | 1,683 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||