Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$750,336
-$140,856 QoQ
Shares Held
5,120
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,064
of 3,487 holders
Holding Since
Sep 2023
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, 2026Ethos Financial Group, LLC holds $17,883,391 across 10 Software - Infrastructure names. ORCL ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
23,493 | $8,763,358 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
19,140 | $3,651,624 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,800 | $1,295,876 | |
| 4 | GCT |
GigaCloud Technology Inc
|
28,137 | $889,129 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,251 | $845,974 | |
| 6 | ORCL |
Oracle Corp
This page
|
5,120 | $750,336 | |
| 7 | FTNT |
Fortinet, Inc.
|
4,405 | $676,696 | |
| 8 | OKTA |
Okta, Inc.
|
4,495 | $613,342 |
All Filings in ORCL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,336 | 5,120 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||