Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,919,076
+$3,092,488 QoQ
Shares Held
135,920
+18.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#450
of 3,481 holders
Holding Since
Mar 2020
17 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, 2026Strategic Wealth Partners, Ltd. holds $77,384,560 across 32 Software - Infrastructure names. ORCL ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
122,138 | $45,559,916 | |
| 2 | ORCL |
Oracle Corp
This page
|
135,920 | $19,919,076 | |
| 3 | PANW |
Palo Alto Networks Inc
|
12,826 | $4,373,922 | |
| 4 | CPAY |
Corpay, Inc.
|
12,483 | $4,160,209 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
16,522 | $1,927,621 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
5,140 | $980,634 | |
| 7 | NTAP |
NetApp, Inc.
|
1,011 | $156,462 | |
| 8 | TWLO |
Twilio Inc
|
225 | $46,424 |
All Filings in ORCL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,919,076 | 135,920 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||