Position in ORCL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$906,558
+$123,639 QoQ
Shares Held
6,186
+16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,899
of 3,482 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $13,468,126 across 36 Software - Infrastructure names. ORCL ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,805 | $5,895,581 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,805 | $1,979,621 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,180 | $1,942,191 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,454 | $1,453,008 | |
| 5 | ORCL |
Oracle Corp
This page
|
6,186 | $906,558 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,921 | $390,296 | |
| 7 | NET |
Cloudflare, Inc.
|
824 | $202,110 | |
| 8 | MDB |
MongoDB, Inc.
|
530 | $178,027 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,558 | 6,186 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $782,919 | 5,322 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,184,273 | 6,076 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,614,598 | 5,741 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,255,592 | 5,743 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $809,499 | 5,790 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $958,679 | 5,753 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $948,105 | 5,564 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $775,329 | 5,491 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $688,217 | 5,479 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $585,136 | 5,550 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $581,606 | 5,491 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $567,821 | 4,768 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $442,856 | 4,766 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $389,572 | 4,766 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $291,059 | 4,766 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $356,686 | 5,105 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $394,291 | 4,766 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $415,642 | 4,766 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $419,095 | 4,810 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $374,410 | 4,810 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $337,517 | 4,810 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $20,053 | 310 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $287,157 | 4,810 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $265,848 | 4,810 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $222,318 | 4,600 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||