Pinnacle Wealth Management Advisory Group, LLC
Position in ORCL — Oracle Corp
CIK 1631864
RED BANK, NJ
Position in ORCL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,964,706
+$412,201 QoQ
Shares Held
20,230
+16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,110
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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $43,198,681 across 15 Software - Infrastructure names. ORCL ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
88,637 | $33,063,373 | |
| 2 | ORCL |
Oracle Corp
This page
|
20,230 | $2,964,706 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
19,212 | $2,241,464 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,337 | $1,137,983 | |
| 5 | FTNT |
Fortinet, Inc.
|
3,983 | $611,868 | |
| 6 | FFIV |
F5, Inc.
|
1,452 | $603,973 | |
| 7 | SNPS |
Synopsys Inc
|
1,236 | $551,342 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
2,828 | $539,539 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,964,706 | 20,230 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,552,505 | 17,351 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,477,389 | 17,841 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,487,184 | 15,955 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,505,062 | 11,458 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,524,488 | 10,904 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,818,042 | 10,910 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,816,293 | 10,659 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,544,586 | 10,939 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,367,390 | 10,886 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,196,314 | 11,347 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,165,967 | 11,008 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,317,135 | 11,060 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,015,708 | 10,931 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $884,590 | 10,822 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $367,519 | 6,018 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $575,379 | 8,235 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $497,124 | 6,009 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $557,446 | 6,392 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $373,961 | 4,292 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $327,550 | 4,208 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $269,663 | 3,843 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $272,215 | 4,208 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $265,247 | 4,443 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $245,564 | 4,443 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $207,094 | 4,285 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||