Position in ORCL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$891,192
-$265,209 QoQ
Shares Held
6,058
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 2026Ethos Financial Group, LLC holds $14,223,154 across 5 Software - Infrastructure names. ORCL ranks #3 (6.3% of the industry book) .
All Filings in ORCL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $891,192 | 6,058 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,156,401 | 5,933 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,144,736 | 7,626 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,835,180 | 8,394 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $626,768 | 4,483 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $747,047 | 4,483 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $574,248 | 3,370 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $492,788 | 3,490 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $876,255 | 6,976 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $471,693 | 4,474 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $411,287 | 3,883 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||