Position in ORCL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$972,945
-$16,222 QoQ
Shares Held
6,639
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,844
of 3,472 holders
Holding Since
Dec 2024
7 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, 2026AssuredPartners Investment Advisors, LLC holds $26,554,723 across 8 Software - Infrastructure names. ORCL ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,601 | $16,637,065 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
20,708 | $3,950,775 | |
| 3 | SNPS |
Synopsys Inc
|
6,149 | $2,742,884 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
10,041 | $1,171,483 | |
| 5 | ORCL |
Oracle Corp
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|
6,639 | $972,945 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
28,665 | $564,127 | |
| 7 | XYZ |
Block, Inc.
|
3,637 | $276,412 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,556 | $239,032 |
All Filings in ORCL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,945 | 6,639 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $989,167 | 6,724 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,308,820 | 6,715 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,493,665 | 5,311 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,115,013 | 5,100 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,029,980 | 7,367 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $768,377 | 4,611 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||