Position in ORCL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,905,142
+$639,454 QoQ
Shares Held
40,141
+48.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4.75822724894746.ToString("F0")%
Shared 0.ToString("F0")%
None 95.24177275105255.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026IHT Wealth Management, LLC holds $73,599,443 across 14 Software - Infrastructure names. ORCL ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
137,964 | $51,070,133 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
59,928 | $8,766,267 | |
| 3 | ORCL |
Oracle Corp
This page
|
40,141 | $5,905,142 | |
| 4 | PANW |
Palo Alto Networks Inc
|
27,829 | $4,461,545 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
13,421 | $1,309,923 | |
| 6 | CRWV |
CoreWeave, Inc.
|
8,171 | $633,007 | |
| 7 | TOST |
Toast, Inc.
|
16,255 | $430,920 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,264 | $313,927 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,905,142 | 40,141 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,265,688 | 27,016 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,332,399 | 22,516 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,157,918 | 23,592 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,756,913 | 19,719 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,162,660 | 18,979 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,682,344 | 21,610 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,251,716 | 15,947 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,592,734 | 12,680 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,218,981 | 11,562 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,309,488 | 12,363 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,215,670 | 10,208 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,218,367 | 13,112 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,855,089 | 22,695 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,477,405 | 24,192 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,410,745 | 20,191 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,697,536 | 20,519 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $627,824 | 7,199 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $626,638 | 7,192 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,039,553 | 13,355 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,013,044 | 14,437 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $797,045 | 12,321 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $548,822 | 9,193 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $344,387 | 6,231 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $434,680 | 8,994 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||