Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$642,035
+$20,643 QoQ
Shares Held
4,381
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,164
of 3,472 holders
Holding Since
Mar 2020
26 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, 2026Focused Wealth Management, Inc holds $14,231,436 across 9 Software - Infrastructure names. ORCL ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,779 | $8,497,022 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,563 | $1,215,054 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,170 | $1,186,533 | |
| 4 | CRWV |
CoreWeave, Inc.
|
10,638 | $1,058,906 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,848 | $734,140 | |
| 6 | ORCL |
Oracle Corp
This page
|
4,381 | $642,035 | |
| 7 | NET |
Cloudflare, Inc.
|
1,424 | $349,278 | |
| 8 | TWLO |
Twilio Inc
|
1,560 | $321,874 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,035 | 4,381 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $621,392 | 4,224 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $807,707 | 4,144 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,171,927 | 4,167 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $866,430 | 3,963 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $553,647 | 3,960 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $659,727 | 3,959 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $674,443 | 3,958 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $558,587 | 3,956 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $530,199 | 4,221 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $473,380 | 4,490 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $475,263 | 4,487 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $469,690 | 3,944 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $372,702 | 4,011 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $327,613 | 4,008 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $244,585 | 4,005 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $279,619 | 4,002 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $330,754 | 3,998 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $516,370 | 5,921 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $515,635 | 5,918 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $458,555 | 5,891 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $413,160 | 5,888 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $375,848 | 5,810 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $351,871 | 5,894 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $223,290 | 4,040 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $242,036 | 5,008 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||