BIP Wealth, LLC

Position in ORCL — Oracle Corp

CIK 1590214 ATLANTA, GA

Position in ORCL

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,497,579

-$968,617 QoQ

Shares Held

10,180

-19.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

BIP Wealth, LLC holds $16,917,358 across 7 Software - Infrastructure names. ORCL ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	29,424	$10,891,882
2	PLTR	Palantir Technologies Inc.	14,390	$2,104,969
3	ORCL	Oracle Corp This page	10,180	$1,497,579
4	PANW	Palo Alto Networks Inc	9,230	$1,479,753
5	DAVA	Endava plc	98,975	$437,469
6	CRWD	CrowdStrike Holdings, Inc.	2,960	$288,903
7	FTNT	Fortinet, Inc.	2,653	$216,803

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,497,579	10,180	-19.5%	Shares	Sole	2026-04-27
2025-12-31	$2,466,196	12,653	+47.1%	Shares	Sole	2026-01-21
2025-09-30	$2,419,507	8,603	+6.7%	Shares	Sole	2025-10-30
2025-06-30	$1,762,157	8,060	+5.0%	Shares	Sole	2025-07-31
2025-03-31	$1,073,041	7,675	-1.6%	Shares	Sole	2025-05-02
2024-12-31	$1,299,958	7,801	-4.8%	Shares	Sole	2025-02-14
2024-09-30	$1,395,916	8,192	-0.3%	Shares	Sole	2024-11-07
2024-06-30	$1,160,381	8,218	-3.4%	Shares	Sole	2024-08-08
2024-03-31	$1,068,061	8,503	+33.5%	Shares	Sole	2024-05-08
2023-12-31	$671,482	6,369	+2.0%	Shares	Sole	2024-02-02
2023-09-30	$661,575	6,246	+86.3%	Shares	Sole	2023-11-09
2023-06-30	$399,189	3,352	-3.7%	Shares	Sole	2023-07-27
2023-03-31	$323,453	3,481	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.