Position in ORCL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,271,932
+$592,711 QoQ
Shares Held
29,150
+16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#81
of 489 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $144,154,192 across 24 Software - Infrastructure names. ORCL ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
193,067 | $72,017,852 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
188,200 | $21,957,294 | |
| 3 | PANW |
Palo Alto Networks Inc
|
48,369 | $16,494,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
40,252 | $6,183,512 | |
| 5 | NET |
Cloudflare, Inc.
|
21,475 | $5,267,388 | |
| 6 | ORCL |
Oracle Corp
This page
|
29,150 | $4,271,932 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
21,346 | $4,072,496 | |
| 8 | CRWV |
CoreWeave, Inc.
|
35,725 | $3,556,066 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,271,932 | 29,150 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,679,221 | 25,010 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,227,096 | 26,818 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $7,720,881 | 27,453 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $4,535,479 | 20,745 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,881,064 | 20,607 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $4,005,359 | 24,036 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $3,564,427 | 20,918 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,318,080 | 16,417 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,852,496 | 14,748 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,666,637 | 15,808 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,652,352 | 15,600 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $2,931,281 | 24,614 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,015,429 | 10,928 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $788,709 | 9,649 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $533,263 | 8,732 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $497,125 | 7,115 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $440,702 | 5,327 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $418,171 | 4,795 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $446,018 | 5,119 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $406,169 | 5,218 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $366,006 | 5,216 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $667,859 | 10,324 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $613,716 | 10,280 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $590,283 | 10,680 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $519,450 | 10,748 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||