Position in ORCL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,683,874
+$1,432,162 QoQ
Shares Held
18,244
+184.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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 Mar 31, 2026Crewe Advisors LLC holds $35,678,384 across 32 Software - Infrastructure names. ORCL ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
83,595 | $30,944,361 | |
| 2 | ORCL |
Oracle Corp
This page
|
18,244 | $2,683,874 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,608 | $381,498 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,368 | $379,637 | |
| 5 | MDB |
MongoDB, Inc.
|
1,000 | $244,770 | |
| 6 | PDYN |
Palladyne AI Corp.
|
31,150 | $189,080 | |
| 7 | TOST |
Toast, Inc.
|
5,000 | $132,550 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,337 | $109,259 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||