Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,288,199
-$104,652 QoQ
Shares Held
29,261
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#198
of 1,149 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, 2026CAPITAL ADVISORS INC/OK holds $295,016,665 across 8 Software - Infrastructure names. ORCL ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
495,061 | $184,667,654 | |
| 2 | PANW |
Palo Alto Networks Inc
|
297,911 | $101,593,609 | |
| 3 | ORCL |
Oracle Corp
This page
|
29,261 | $4,288,199 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
26,719 | $3,117,305 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,709 | $707,621 | |
| 6 | NET |
Cloudflare, Inc.
|
1,607 | $394,164 | |
| 7 | SNPS |
Synopsys Inc
|
480 | $214,113 | |
| 8 | CSAI |
Cloudastructure, Inc.
|
100,000 | $34,000 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,288,199 | 29,261 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,392,851 | 29,861 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,820,012 | 29,860 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $9,040,459 | 32,145 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,087,082 | 23,268 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,175,644 | 22,714 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,955,367 | 23,736 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,873,192 | 22,730 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,039,894 | 21,529 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,665,821 | 21,223 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,163,001 | 20,516 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,937,170 | 18,289 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,075,381 | 17,427 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,127,677 | 12,136 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,003,440 | 12,276 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $740,962 | 12,133 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $812,797 | 11,633 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $945,852 | 11,433 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $998,292 | 11,447 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,074,661 | 12,334 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $924,427 | 11,876 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $929,120 | 13,241 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $864,323 | 13,361 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $490,853 | 8,222 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $436,798 | 7,903 | Shares | Sole | 2020-09-02 | |
| 2020-03-31 | $384,658 | 7,959 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||