ROI Financial Advisors, LLC

Position in ORCL — Oracle Corp

CIK 2011633 Beaverton, OR

Position in ORCL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$313,323

+$12,631 QoQ

Shares Held

2,138

+4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,792

of 3,471 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ROI Financial Advisors, LLC holds $15,383,008 across 4 Software - Infrastructure names. ORCL ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	26,247	$8,950,751
2	MSFT	Microsoft Corp	15,764	$5,880,287
3	ORCL	Oracle Corp This page	2,138	$313,323
4	SNPS	Synopsys Inc	535	$238,647

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,323	2,138	+4.6%	Shares	Sole	2026-08-14
2026-03-31	$300,692	2,044	+13.7%	Shares	Sole	2026-05-15
2025-12-31	$350,253	1,797	+51.6%	Shares	Sole	2026-02-13
2025-09-30	$333,269	1,185	+12.7%	Shares	Sole	2025-11-10
2025-06-30	$229,780	1,051	—	Shares	Sole	2025-08-06
No filing history on record for this holder in this stock.