Position in ORCL
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$5,552,519
-$899,391 QoQ
Shares Held
37,744
+14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.9473293768545994.ToString("F0")%
Shared 0.ToString("F0")%
None 98.0526706231454.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Perigon Wealth Management, LLC holds $125,635,364 across 24 Software - Infrastructure names. ORCL ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
187,930 | $69,566,048 | |
| 2 | MQ |
Marqeta, Inc.
|
972,959 | $15,878,690 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
95,102 | $13,911,520 | |
| 4 | ORCL |
Oracle Corp
This page
|
37,744 | $5,552,519 | |
| 5 | NET |
Cloudflare, Inc.
|
26,650 | $5,498,961 | |
| 6 | PANW |
Palo Alto Networks Inc
|
19,898 | $3,190,047 | |
| 7 | AI |
C3.ai, Inc.
|
183,800 | $1,547,596 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
84,236 | $1,260,170 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2023-05-01 | |
| 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. | ||||||