Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,087,379
+$4,079,526 QoQ
Shares Held
109,774
+34.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#489
of 3,472 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, 2026Integrated Wealth Concepts LLC holds $330,592,319 across 107 Software - Infrastructure names. ORCL ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
504,593 | $188,223,280 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
241,381 | $28,161,921 | |
| 3 | PANW |
Palo Alto Networks Inc
|
76,690 | $26,152,823 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
130,608 | $24,918,047 | |
| 5 | ORCL |
Oracle Corp
This page
|
109,774 | $16,087,379 | |
| 6 | IOT |
Samsara Inc.
|
223,780 | $7,257,185 | |
| 7 | FTNT |
Fortinet, Inc.
|
42,502 | $6,529,157 | |
| 8 | SNPS |
Synopsys Inc
|
6,924 | $3,088,588 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,087,379 | 109,774 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,007,853 | 81,625 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $10,943,221 | 56,145 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $20,302,153 | 72,188 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $15,768,470 | 72,124 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $8,746,094 | 62,557 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $10,675,791 | 64,065 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $10,141,356 | 59,515 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $8,266,412 | 58,544 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $7,240,662 | 57,644 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,990,216 | 56,817 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $6,242,924 | 58,940 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $7,072,636 | 59,389 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $4,750,349 | 51,123 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $4,649,125 | 56,877 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $3,345,536 | 54,782 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,767,879 | 53,927 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $4,639,663 | 56,082 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $4,800,474 | 55,045 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $4,343,081 | 49,846 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,069,153 | 39,429 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $2,692,422 | 38,370 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,565,518 | 55,117 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,854,734 | 47,818 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,587,022 | 46,807 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $2,174,125 | 44,985 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||