Position in ORCL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,374,731
-$4,323,543 QoQ
Shares Held
63,726
-9.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BENJAMIN EDWARDS INC holds $192,170,317 across 18 Software - Infrastructure names. ORCL ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
405,561 | $150,126,514 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,686 | $12,241,587 | |
| 3 | PANW |
Palo Alto Networks Inc
|
71,587 | $11,476,827 | |
| 4 | ORCL |
Oracle Corp
This page
|
63,726 | $9,374,731 | |
| 5 | ZS |
Zscaler, Inc.
|
10,262 | $1,439,655 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
10,292 | $1,004,524 | |
| 7 | BLSH |
Bullish
|
26,069 | $931,444 | |
| 8 | CRWV |
CoreWeave, Inc.
|
11,785 | $912,983 |
All Filings in ORCL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,374,731 | 63,726 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $13,698,274 | 70,280 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $19,186,473 | 68,221 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $21,413,058 | 97,942 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,204,635 | 94,447 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $15,384,037 | 92,319 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,779,209 | 92,601 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $963,266 | 6,822 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $870,728 | 6,932 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $592,622 | 5,621 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $448,571 | 4,235 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $499,106 | 4,191 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $357,463 | 3,847 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $341,427 | 4,177 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $228,096 | 3,735 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $264,737 | 3,789 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $295,511 | 3,572 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $309,944 | 3,554 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $193,167 | 2,217 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $118,238 | 1,519 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $100,132 | 1,427 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||