Position in ORCL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,422,911
+$300,408 QoQ
Shares Held
16,533
+14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,209
of 3,472 holders
Holding Since
Dec 2022
12 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, 2026SageView Advisory Group, LLC holds $31,641,229 across 13 Software - Infrastructure names. ORCL ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,310 | $22,496,836 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,044 | $2,743,164 | |
| 3 | ORCL |
Oracle Corp
This page
|
16,533 | $2,422,911 | |
| 4 | SNPS |
Synopsys Inc
|
2,809 | $1,253,010 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,912 | $689,753 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,433 | $527,377 | |
| 7 | FFIV |
F5, Inc.
|
762 | $316,961 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,612 | $307,545 |
All Filings in ORCL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,422,911 | 16,533 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,122,503 | 14,428 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $3,304,699 | 16,955 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,107,037 | 18,159 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,202,505 | 19,222 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,136,716 | 15,283 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,449,274 | 14,698 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,760,743 | 10,333 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $1,147,854 | 10,837 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $682,503 | 5,731 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $391,471 | 4,213 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $401,996 | 4,918 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||