Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,697,488
-$28,112 QoQ
Shares Held
11,583
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,397
of 3,414 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $21,380,625 across 65 Software - Infrastructure names. ORCL ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,440 | $13,219,828 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,286 | $1,802,631 | |
| 3 | ORCL |
Oracle Corp
This page
|
11,583 | $1,697,488 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,098 | $711,453 | |
| 5 | SNPS |
Synopsys Inc
|
1,290 | $575,430 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,664 | $562,863 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
659 | $502,909 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,237 | $311,179 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,697,488 | 11,583 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,725,600 | 11,730 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,102,689 | 10,788 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,850,086 | 10,134 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,736,359 | 7,942 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,092,894 | 7,817 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,509,258 | 9,057 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,779,487 | 10,443 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,483,447 | 10,506 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,297,551 | 10,330 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,041,964 | 9,883 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,026,682 | 9,693 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,156,720 | 9,713 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $935,146 | 10,064 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $768,355 | 9,400 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $659,494 | 10,799 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $735,381 | 10,525 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $735,221 | 8,887 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $781,662 | 8,963 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $785,128 | 9,011 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $665,999 | 8,556 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $598,128 | 8,524 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $515,772 | 7,973 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $485,539 | 8,133 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $449,621 | 8,135 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $402,829 | 8,335 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||