Allen Mooney & Barnes Investment Advisors LLC
Position in ORCL — Oracle Corp
CIK 2001461
Thomasville, GA
Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$479,804
-$148,649 QoQ
Shares Held
3,274
-23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,412
of 3,472 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $18,458,277 across 4 Software - Infrastructure names. ORCL ranks #3 (2.6% of the industry book) .
All Filings in ORCL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,804 | 3,274 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $628,453 | 4,272 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $832,655 | 4,272 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,284,141 | 4,566 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $910,375 | 4,164 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $700,867 | 5,013 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $840,032 | 5,041 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $903,972 | 5,305 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $816,842 | 5,785 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $764,588 | 6,087 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $641,436 | 6,084 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $549,407 | 5,187 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $617,243 | 5,183 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $300,967 | 3,239 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $264,837 | 3,240 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $232,667 | 3,330 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $285,749 | 3,454 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||