Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$27,557,262
+$65,493 QoQ
Shares Held
188,040
+0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#373
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Greenwich Wealth Management LLC holds $67,948,967 across 6 Software - Infrastructure names. ORCL ranks #1 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORCL |
Oracle Corp
This page
|
188,040 | $27,557,262 | |
| 2 | MSFT |
Microsoft Corp
|
55,838 | $20,828,690 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
160,800 | $18,760,536 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,187 | $404,790 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,480 | $282,361 | |
| 6 | AVPT |
AvePoint, Inc.
|
10,288 | $115,328 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,557,262 | 188,040 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $27,491,769 | 186,879 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $36,424,585 | 186,879 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $52,557,849 | 186,879 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $72,583,629 | 331,993 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $46,415,382 | 331,989 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $55,396,468 | 332,432 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $56,578,082 | 332,031 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $46,890,684 | 332,087 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $41,715,583 | 332,104 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,006,450 | 332,035 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $35,173,172 | 332,073 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $39,563,841 | 332,218 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $30,874,063 | 332,265 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $27,179,203 | 332,508 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $20,303,210 | 332,458 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,205,923 | 332,130 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $27,477,114 | 332,130 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $29,023,924 | 332,805 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $29,097,760 | 333,958 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $25,972,094 | 333,660 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $23,415,799 | 333,701 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $21,542,805 | 333,016 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $19,885,473 | 333,090 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $18,413,642 | 333,158 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $16,097,901 | 333,083 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||