Position in ORCL
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,380,386
-$457,698 QoQ
Shares Held
16,181
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Sowell Financial Services LLC holds $76,473,501 across 13 Software - Infrastructure names. ORCL ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
149,571 | $55,366,697 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
76,683 | $11,217,189 | |
| 3 | PANW |
Palo Alto Networks Inc
|
15,723 | $2,520,711 | |
| 4 | ORCL |
Oracle Corp
This page
|
16,181 | $2,380,386 | |
| 5 | NET |
Cloudflare, Inc.
|
8,853 | $1,826,728 | |
| 6 | CRWV |
CoreWeave, Inc.
|
9,627 | $745,803 | |
| 7 | DOX |
Amdocs Ltd
|
9,163 | $597,977 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,503 | $537,106 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,380,386 | 16,181 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,838,084 | 14,561 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,454,841 | 15,840 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,870,625 | 17,704 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,632,901 | 18,832 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,295,645 | 25,778 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,354,401 | 25,554 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,715,417 | 19,231 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,277,183 | 18,129 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,631,212 | 15,472 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,803,393 | 17,026 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,776,108 | 14,914 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $982,907 | 10,578 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,241,221 | 15,185 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $866,705 | 14,192 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $863,802 | 12,363 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $954,251 | 10,942 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $932,291 | 10,700 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $641,213 | 9,138 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $749,368 | 11,584 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $697,534 | 11,684 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,224,285 | 40,244 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $504,661 | 10,442 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||