NWAM LLC

Position in ORCL — Oracle Corp

CIK 1655006 MERCER ISLAND, WA

Position in ORCL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,686,847

+$459,749 QoQ

Shares Held

18,334

+21.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,156

of 3,472 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NWAM LLC holds $107,463,190 across 11 Software - Infrastructure names. ORCL ranks #3 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	236,996	$88,404,247
2	BB	BLACKBERRY Ltd	558,925	$7,070,401
3	ORCL	Oracle Corp This page	18,334	$2,686,847
4	PANW	Palo Alto Networks Inc	7,541	$2,571,631
5	PLTR	Palantir Technologies Inc.	21,270	$2,481,570
6	XYZ	Block, Inc.	20,968	$1,593,568
7	NET	Cloudflare, Inc.	5,005	$1,227,626
8	CRWD	CrowdStrike Holdings, Inc.	12,916	$616,044

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,686,847	18,334	+21.1%	Shares	Sole	2026-07-23
2026-03-31	$2,227,098	15,139	-9.5%	Shares	Sole	2026-05-04
2025-12-31	$3,260,064	16,726	-13.3%	Shares	Sole	2026-02-04
2025-09-30	$5,428,213	19,301	+1.9%	Shares	Sole	2026-02-04
2025-06-30	$4,139,540	18,934	+117.2%	Shares	Sole	2026-02-04
2025-03-31	$1,218,863	8,718	-37.1%	Shares	Sole	2025-05-05
2024-12-31	$2,310,130	13,863	-4.7%	Shares	Sole	2025-02-05
2024-09-30	$2,478,297	14,544	-25.4%	Shares	Sole	2024-11-12
2024-03-31	$2,450,274	19,507	-45.5%	Shares	Sole	2024-05-09
2023-12-31	$3,774,288	35,799	+93.5%	Shares	Sole	2024-02-14
2023-09-30	$1,959,520	18,500	-4.4%	Shares	Sole	2023-11-01
2023-06-30	$2,305,225	19,357	+45.7%	Shares	Sole	2023-08-10
2023-03-31	$1,234,628	13,287	-36.1%	Shares	Sole	2023-05-12
2022-12-31	$1,698,884	20,784	+0.3%	Shares	Sole	2023-02-08
2022-09-30	$1,266,042	20,731	-3.6%	Shares	Sole	2022-11-14
2022-06-30	$1,502,554	21,505	+2.0%	Shares	Sole	2022-08-10
2022-03-31	$1,743,948	21,080	+1.0%	Shares	Sole	2022-05-12
2021-12-31	$1,819,985	20,869	+9.0%	Shares	Sole	2022-02-10
2021-09-30	$1,668,539	19,150	+0.9%	Shares	Sole	2021-11-03
2021-06-30	$1,477,169	18,977	-0.5%	Shares	Sole	2021-08-04
2021-03-31	$1,338,071	19,069	+14.8%	Shares	Sole	2021-04-23
2020-12-31	$1,074,436	16,609	+20.0%	Shares	Sole	2021-01-22
2020-09-30	$826,546	13,845	-18.6%	Shares	Sole	2020-10-16
2020-06-30	$939,534	16,999	+4.9%	Shares	Sole	2020-07-21
2020-03-31	$783,380	16,209	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.