Position in ORCL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,165,276
-$219,377 QoQ
Shares Held
14,775
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,288
of 3,472 holders
Holding Since
Mar 2020
26 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, 2026JGP Wealth Management, LLC holds $38,663,048 across 7 Software - Infrastructure names. ORCL ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,309 | $32,568,003 | |
| 2 | FTNT |
Fortinet, Inc.
|
14,950 | $2,296,619 | |
| 3 | ORCL |
Oracle Corp
This page
|
14,775 | $2,165,276 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,090 | $710,520 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,770 | $603,605 | |
| 6 | XYZ |
Block, Inc.
|
3,176 | $241,376 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,628 | $77,649 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,165,276 | 14,775 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,384,653 | 16,210 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,464,720 | 17,776 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,847,171 | 17,235 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,632,318 | 16,614 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,529,582 | 18,093 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,146,496 | 18,882 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,214,084 | 18,862 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,592,432 | 18,360 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,345,013 | 18,669 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,974,282 | 18,726 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,985,788 | 18,748 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,138,262 | 9,558 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $892,775 | 9,608 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $791,897 | 9,688 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $595,982 | 9,759 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $639,170 | 9,148 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $536,586 | 6,486 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $542,969 | 6,226 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $538,463 | 6,180 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $481,051 | 6,180 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $429,440 | 6,120 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $395,902 | 6,120 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $365,364 | 6,120 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $339,136 | 6,136 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $296,552 | 6,136 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||