Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,701,438
+$375,120 QoQ
Shares Held
45,728
+6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#770
of 3,472 holders
Holding Since
Mar 2020
20 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $149,222,356 across 23 Software - Infrastructure names. ORCL ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
233,876 | $87,240,425 | |
| 2 | PANW |
Palo Alto Networks Inc
|
60,596 | $20,664,447 | |
| 3 | NET |
Cloudflare, Inc.
|
27,423 | $6,726,313 | |
| 4 | ORCL |
Oracle Corp
This page
|
45,728 | $6,701,438 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
34,948 | $6,667,554 | |
| 6 | GEN |
Gen Digital Inc.
|
168,053 | $4,182,839 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
34,826 | $4,063,149 | |
| 8 | NTAP |
NetApp, Inc.
|
25,156 | $3,893,142 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,701,438 | 45,728 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,326,318 | 43,004 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,078,073 | 31,184 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,499,162 | 33,776 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $7,107,247 | 67,412 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,160,777 | 10,959 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,008,335 | 8,467 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $819,089 | 8,815 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $763,615 | 9,342 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,297,272 | 86,741 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,369,488 | 91,162 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,524,418 | 78,864 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $7,007,497 | 80,352 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,914,201 | 79,355 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,145,167 | 91,793 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,905,577 | 84,161 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,653,647 | 87,396 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $392,408 | 6,573 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $311,833 | 5,642 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,600,689 | 33,120 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||