Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,820,851
+$103,676 QoQ
Shares Held
26,072
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#991
of 3,471 holders
Holding Since
Dec 2020
23 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, 2026CreativeOne Wealth, LLC holds $83,892,088 across 14 Software - Infrastructure names. ORCL ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
156,195 | $58,263,858 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
46,728 | $5,451,754 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,748 | $4,688,342 | |
| 4 | ORCL |
Oracle Corp
This page
|
26,072 | $3,820,851 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
17,280 | $3,296,764 | |
| 6 | NET |
Cloudflare, Inc.
|
10,647 | $2,611,495 | |
| 7 | TOST |
Toast, Inc.
|
60,565 | $1,684,917 | |
| 8 | SWMR |
Swarmer, Inc
|
20,837 | $923,287 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,820,851 | 26,072 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $3,717,175 | 25,268 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,001,390 | 25,660 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $7,213,523 | 25,649 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $4,855,990 | 22,211 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,737,059 | 19,577 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,672,745 | 22,040 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,761,161 | 16,204 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,704,566 | 12,072 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,183,120 | 9,419 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $670,850 | 6,363 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $435,331 | 4,110 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $397,760 | 3,340 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $471,569 | 5,075 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $346,250 | 4,236 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $303,273 | 4,966 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $261,802 | 3,747 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $383,867 | 4,640 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $361,311 | 4,143 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $352,440 | 4,045 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $280,691 | 3,606 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $389,513 | 5,551 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $329,272 | 5,090 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||