Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,509,082
-$261,587 QoQ
Shares Held
17,121
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,195
of 3,481 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Circle Wealth Management, LLC holds $79,756,208 across 9 Software - Infrastructure names. ORCL ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
108,470 | $40,461,479 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
71,968 | $13,730,414 | |
| 3 | PANW |
Palo Alto Networks Inc
|
20,963 | $7,148,802 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
54,200 | $6,323,514 | |
| 5 | NET |
Cloudflare, Inc.
|
13,023 | $3,194,281 | |
| 6 | TWLO |
Twilio Inc
|
13,909 | $2,869,843 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
16,196 | $2,543,257 | |
| 8 | ORCL |
Oracle Corp
This page
|
17,121 | $2,509,082 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,509,082 | 17,121 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,770,669 | 18,834 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,926,934 | 25,278 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,398,018 | 26,305 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,492,422 | 25,122 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,586,965 | 25,656 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,451,960 | 32,717 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,925,660 | 34,775 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,380,186 | 23,939 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,655,916 | 13,183 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,280,025 | 12,141 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,565,815 | 14,783 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,498,866 | 12,586 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,170,327 | 12,595 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,058,042 | 12,944 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $780,352 | 12,778 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $899,715 | 12,877 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,057,868 | 12,787 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,100,241 | 12,616 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $889,684 | 10,211 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $794,357 | 10,205 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $715,242 | 10,193 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,502,101 | 23,220 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,501,395 | 25,149 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,483,170 | 26,835 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,405,146 | 29,074 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||