Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,883,689
+$331,170 QoQ
Shares Held
40,148
+6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#818
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $129,344,898 across 26 Software - Infrastructure names. ORCL ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,165 | $70,189,308 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,708 | $9,766,212 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
49,236 | $9,393,490 | |
| 4 | PANW |
Palo Alto Networks Inc
|
20,065 | $6,842,566 | |
| 5 | NET |
Cloudflare, Inc.
|
26,761 | $6,563,938 | |
| 6 | ORCL |
Oracle Corp
This page
|
40,148 | $5,883,689 | |
| 7 | MQ |
Marqeta, Inc.
|
243,301 | $3,951,212 | |
| 8 | FTNT |
Fortinet, Inc.
|
16,613 | $2,552,089 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,883,689 | 40,148 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,552,519 | 37,744 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $6,451,910 | 33,102 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $9,695,186 | 34,473 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,165,803 | 28,202 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,133,203 | 29,563 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,763,071 | 28,583 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,776,993 | 28,034 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,069,666 | 28,822 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,361,449 | 26,761 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,673,704 | 25,360 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,131,957 | 20,128 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,382,514 | 20,006 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,170,884 | 12,601 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,013,576 | 12,400 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $685,510 | 11,225 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $576,846 | 8,256 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $609,802 | 7,371 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $645,266 | 7,399 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $678,394 | 7,786 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $597,110 | 7,671 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $548,448 | 7,816 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $526,059 | 8,132 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $461,779 | 7,735 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $366,053 | 6,623 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $245,468 | 5,079 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||