Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,680,692
+$252,348 QoQ
Shares Held
18,292
+10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,157
of 3,472 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $39,824,003 across 10 Software - Infrastructure names. ORCL ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
71,580 | $26,700,771 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,354 | $5,236,021 | |
| 3 | ORCL |
Oracle Corp
This page
|
18,292 | $2,680,692 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
21,912 | $2,556,473 | |
| 5 | FFIV |
F5, Inc.
|
3,003 | $1,249,127 | |
| 6 | XYZ |
Block, Inc.
|
5,704 | $433,504 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,458 | $377,597 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,468 | $260,803 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,680,692 | 18,292 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,428,344 | 16,507 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,058,834 | 10,563 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,839,961 | 10,098 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,345,681 | 10,729 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,594,393 | 11,404 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,001,013 | 12,008 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,163,739 | 12,698 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,832,070 | 12,975 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,292,024 | 10,286 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $897,841 | 8,516 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $892,481 | 8,426 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,647,848 | 13,837 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,495,826 | 16,098 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,488,648 | 18,212 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,125,703 | 18,433 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,388,037 | 19,866 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,352,221 | 16,345 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,125,881 | 12,910 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,071,263 | 12,295 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $760,574 | 9,771 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $588,164 | 8,382 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $520,948 | 8,053 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||