Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$535,640
+$30,023 QoQ
Shares Held
3,655
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,315
of 3,471 holders
Holding Since
Dec 2023
11 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, 2026Smith Salley Wealth Management holds $95,277,451 across 6 Software - Infrastructure names. ORCL ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
243,743 | $90,921,013 | |
| 2 | SNPS |
Synopsys Inc
|
6,219 | $2,774,109 | |
| 3 | ORCL |
Oracle Corp
This page
|
3,655 | $535,640 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,241 | $423,205 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,349 | $390,727 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,880 | $232,757 |
All Filings in ORCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,640 | 3,655 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $505,617 | 3,437 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $684,523 | 3,512 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,092,617 | 3,885 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $846,535 | 3,872 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $642,007 | 4,592 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $696,555 | 4,180 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $700,173 | 4,109 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $510,296 | 3,614 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $520,402 | 4,143 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $432,263 | 4,100 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||