Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,565,093
+$20,011,946 QoQ
Shares Held
160,799
+565.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#413
of 3,482 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 59%
Shared 41%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $129,186,995 across 15 Software - Infrastructure names. ORCL ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
200,596 | $74,826,319 | |
| 2 | ORCL |
Oracle Corp
This page
|
160,799 | $23,565,093 | |
| 3 | PANW |
Palo Alto Networks Inc
|
37,734 | $12,868,048 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
56,381 | $6,577,971 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
33,224 | $6,338,640 | |
| 6 | CRWV |
CoreWeave, Inc.
|
8,397 | $835,836 | |
| 7 | XYZ |
Block, Inc.
|
9,984 | $758,784 | |
| 8 | SNPS |
Synopsys Inc
|
1,614 | $719,956 |
All Filings in ORCL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,565,093 | 160,799 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,553,147 | 24,153 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,926,934 | 25,278 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,259,929 | 25,814 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,526,078 | 20,702 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,947,474 | 21,082 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,557,590 | 15,348 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,496,700 | 14,652 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,737,607 | 12,306 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,525,784 | 12,147 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,003,482 | 9,518 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $841,216 | 7,942 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $734,189 | 6,165 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $597,847 | 6,434 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $529,266 | 6,475 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||