Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,086
-$3,712 QoQ
Shares Held
62
-28.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,431
of 3,462 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $308,792 across 39 Software - Infrastructure names. ORCL ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
566 | $211,129 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
204 | $38,920 | |
| 3 | ORCL |
Oracle Corp
This page
|
62 | $9,086 | |
| 4 | FTNT |
Fortinet, Inc.
|
36 | $5,530 | |
| 5 | TWLO |
Twilio Inc
|
21 | $4,332 | |
| 6 | FFIV |
F5, Inc.
|
9 | $3,743 | |
| 7 | CPAY |
Corpay, Inc.
|
10 | $3,332 | |
| 8 | SNPS |
Synopsys Inc
|
7 | $3,122 |
All Filings in ORCL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,086 | 62 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $12,798 | 87 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $25,143 | 129 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,280 | 33 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,153 | 19 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,398 | 10 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||