Position in ORCL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,734,426
-$533,156 QoQ
Shares Held
11,790
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Bogart Wealth, LLC holds $53,546,062 across 42 Software - Infrastructure names. ORCL ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
73,118 | $27,066,090 | |
| 2 | PANW |
Palo Alto Networks Inc
|
101,663 | $16,298,612 | |
| 3 | SNPS |
Synopsys Inc
|
18,486 | $7,329,329 | |
| 4 | ORCL |
Oracle Corp
This page
|
11,790 | $1,734,426 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,738 | $693,074 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
900 | $87,842 | |
| 7 | CRWV |
CoreWeave, Inc.
|
941 | $72,899 | |
| 8 | TOST |
Toast, Inc.
|
2,740 | $72,637 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,734,426 | 11,790 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,267,582 | 11,634 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,211,198 | 11,418 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,506,592 | 11,465 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,596,909 | 11,422 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,869,867 | 11,221 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,873,207 | 10,993 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,562,095 | 11,063 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,369,023 | 10,899 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,153,931 | 10,945 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,171,898 | 11,064 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,305,345 | 10,961 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,039,867 | 11,191 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $894,235 | 10,940 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $667,372 | 10,928 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $758,648 | 10,858 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $772,367 | 9,336 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $816,634 | 9,364 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $809,350 | 9,289 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $722,900 | 9,287 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $651,668 | 9,287 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $602,975 | 9,321 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $583,269 | 9,770 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $551,097 | 9,971 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $510,606 | 10,565 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||