Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$955,212
+$763 QoQ
Shares Held
6,518
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,854
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, 2026HCR Wealth Advisors holds $44,512,537 across 6 Software - Infrastructure names. ORCL ranks #3 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
71,870 | $24,509,107 | |
| 2 | MSFT |
Microsoft Corp
|
48,033 | $17,917,269 | |
| 3 | ORCL |
Oracle Corp
This page
|
6,518 | $955,212 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,639 | $774,572 | |
| 5 | SNPS |
Synopsys Inc
|
553 | $246,676 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,300 | $109,701 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,212 | 6,518 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $954,449 | 6,488 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,057,524 | 25,948 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,290,584 | 25,923 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $6,058,455 | 27,711 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,700,071 | 26,465 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,179,331 | 25,080 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,217,400 | 24,750 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,486,651 | 24,693 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,211,470 | 25,567 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,816,984 | 26,719 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,474,714 | 23,364 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $786,946 | 6,608 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $607,975 | 6,543 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $534,824 | 6,543 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $399,581 | 6,543 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $457,159 | 6,543 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $549,575 | 6,643 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $579,336 | 6,643 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $578,804 | 6,643 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $517,091 | 6,643 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $498,838 | 7,109 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $881,854 | 13,632 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $811,740 | 13,597 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $759,796 | 13,747 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $657,722 | 13,609 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||