Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,163,020
-$1,520,854 QoQ
Shares Held
7,936
-56.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,708
of 3,486 holders
Holding Since
Mar 2020
20 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, 2026Crewe Advisors LLC holds $37,040,730 across 37 Software - Infrastructure names. ORCL ranks #2 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,611 | $32,680,655 | |
| 2 | ORCL |
Oracle Corp
This page
|
7,936 | $1,163,020 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,446 | $834,134 | |
| 4 | MDB |
MongoDB, Inc.
|
1,000 | $335,900 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,691 | $313,958 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,519 | $233,348 | |
| 7 | OKTA |
Okta, Inc.
|
1,500 | $204,675 | |
| 8 | PDYN |
Palladyne AI Corp.
|
31,150 | $189,392 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163,020 | 7,936 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,683,874 | 18,244 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,251,712 | 6,422 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,726,251 | 6,138 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $924,436 | 6,547 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $837,818 | 6,670 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $790,995 | 6,642 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $646,816 | 6,961 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $653,674 | 7,997 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $539,675 | 8,837 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $264,388 | 3,784 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $263,825 | 3,189 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $265,031 | 3,039 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $173,301 | 1,989 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $154,823 | 1,989 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $139,568 | 1,989 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $128,668 | 1,989 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $127,220 | 2,131 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $109,932 | 1,989 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $96,128 | 1,989 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||