Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$639,983
+$19,915 QoQ
Shares Held
4,367
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#574
of 1,020 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, 2026HHM Wealth Advisors, LLC holds $13,597,865 across 15 Software - Infrastructure names. ORCL ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,765 | $9,983,880 | |
| 2 | FTNT |
Fortinet, Inc.
|
5,240 | $804,968 | |
| 3 | ORCL |
Oracle Corp
This page
|
4,367 | $639,983 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,047 | $588,833 | |
| 5 | CRWV |
CoreWeave, Inc.
|
5,199 | $517,508 | |
| 6 | PANW |
Palo Alto Networks Inc
|
904 | $308,282 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,200 | $228,942 | |
| 8 | NTAP |
NetApp, Inc.
|
945 | $146,248 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,983 | 4,367 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $620,068 | 4,215 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $821,545 | 4,215 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,185,426 | 4,215 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $899,225 | 4,113 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $600,064 | 4,292 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $669,726 | 4,019 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $180,624 | 1,060 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $149,672 | 1,060 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $130,634 | 1,040 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $109,647 | 1,040 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $110,156 | 1,040 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $123,853 | 1,040 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $96,636 | 1,040 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $85,009 | 1,040 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $63,512 | 1,040 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $72,664 | 1,040 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $125,501 | 1,517 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $132,297 | 1,517 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $132,176 | 1,517 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $198,725 | 2,553 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $179,144 | 2,553 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $165,153 | 2,553 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $114,206 | 1,913 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $105,731 | 1,913 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $107,534 | 2,225 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||