Position in ORCL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,375,421
-$797,716 QoQ
Shares Held
50,327
-9.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#741
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $29,557,552 across 20 Software - Infrastructure names. ORCL ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
56,630 | $21,124,122 | |
| 2 | ORCL |
Oracle Corp
This page
|
50,327 | $7,375,421 | |
| 3 | FTNT |
Fortinet, Inc.
|
1,525 | $234,270 | |
| 4 | PANW |
Palo Alto Networks Inc
|
458 | $156,187 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,104 | $148,049 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,355 | $134,876 | |
| 7 | TLS |
Telos Corp
|
21,291 | $97,938 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
737 | $85,985 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,375,421 | 50,327 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,173,137 | 55,558 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $12,795,061 | 65,646 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $21,753,914 | 77,350 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $18,247,952 | 83,465 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $11,746,836 | 84,020 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $14,390,697 | 86,358 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $15,349,632 | 90,080 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $13,048,998 | 92,415 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $11,734,988 | 93,424 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $9,732,770 | 92,315 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $9,653,654 | 91,141 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $11,199,223 | 94,040 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $8,775,086 | 94,437 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $7,376,708 | 90,246 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,119,803 | 83,835 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,310,609 | 76,007 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $6,191,099 | 74,835 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $6,292,899 | 72,158 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $7,207,306 | 82,719 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $7,146,412 | 91,809 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,435,080 | 91,707 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $5,853,668 | 90,488 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $5,470,131 | 91,627 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $5,022,274 | 90,868 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $4,288,562 | 88,735 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||