Position in ORCL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$16,826,588
-$5,083,829 QoQ
Shares Held
114,381
+1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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, 2026Strategic Wealth Partners, Ltd. holds $68,388,168 across 31 Software - Infrastructure names. ORCL ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
113,597 | $42,050,201 | |
| 2 | ORCL |
Oracle Corp
This page
|
114,381 | $16,826,588 | |
| 3 | CPAY |
Corpay, Inc.
|
12,603 | $3,667,346 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,027 | $3,050,408 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,872 | $2,321,756 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,331 | $129,908 | |
| 7 | NTAP |
NetApp, Inc.
|
1,011 | $103,516 | |
| 8 | NN |
Nextnav Inc.
|
2,353 | $37,695 |
All Filings in ORCL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,826,588 | 114,381 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,910,417 | 112,413 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $19,268,877 | 68,514 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,850,756 | 99,944 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $11,078,393 | 66,481 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,588,671 | 50,403 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,659,231 | 61,326 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $7,353,209 | 58,540 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $5,727,590 | 54,326 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $4,220,064 | 39,842 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $4,328,445 | 36,346 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $6,233,724 | 67,087 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,435,056 | 66,492 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $3,575,159 | 58,542 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $3,998,310 | 57,225 | Shares | Sole | 2022-08-22 | |
| 2020-03-31 | $275,722 | 5,705 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||