Finivi Inc.

Position in ORCL — Oracle Corp

CIK 2101641 WESTBOROUGH, MA

Position in ORCL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$496,657

-$535,025 QoQ

Shares Held

3,389

-51.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,373

of 3,472 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Finivi Inc. holds $7,477,915 across 5 Software - Infrastructure names. ORCL ranks #3 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	13,677	$5,101,794
2	PANW	Palo Alto Networks Inc	3,700	$1,261,774
3	ORCL	Oracle Corp This page	3,389	$496,657
4	OKTA	Okta, Inc.	2,963	$404,301
5	PLTR	Palantir Technologies Inc.	1,829	$213,389

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$496,657	3,389	-51.7%	Shares	Sole	2026-07-09
2026-03-31	$1,031,682	7,013	+1.8%	Shares	Sole	2026-04-10
2025-12-31	$1,343,124	6,891	+30.8%	Shares	Sole	2026-01-27
2025-09-30	$1,481,572	5,268	-10.3%	Shares	Sole	2025-12-19
2025-06-30	$1,284,669	5,876	-1.6%	Shares	Sole	2025-12-19
2025-03-31	$834,665	5,970	+14.7%	Shares	Sole	2025-12-19
2024-12-31	$867,194	5,204	-3.7%	Shares	Sole	2025-12-19
2024-09-30	$921,012	5,405	+1.4%	Shares	Sole	2025-12-19
2024-06-30	$752,878	5,332	+1.0%	Shares	Sole	2025-12-19
2024-03-31	$662,843	5,277	-21.2%	Shares	Sole	2025-12-19
2023-12-31	$705,959	6,696	—	Shares	Sole	2025-12-19
No filing history on record for this holder in this stock.