Position in ORCL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$238,729
+$35,276 QoQ
Shares Held
1,629
+17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,028
of 3,472 holders
Holding Since
Sep 2024
7 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, 2026Benchmark Financial Wealth Advisors, LLC holds $5,924,698 across 7 Software - Infrastructure names. ORCL ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,014 | $4,481,462 | |
| 2 | PANW |
Palo Alto Networks Inc
|
878 | $299,415 | |
| 3 | GEN |
Gen Digital Inc.
|
11,860 | $295,195 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,463 | $287,358 | |
| 5 | ORCL |
Oracle Corp
This page
|
1,629 | $238,729 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,460 | $224,285 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,060 | $98,254 |
All Filings in ORCL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,729 | 1,629 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $203,453 | 1,383 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $276,577 | 1,419 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $595,947 | 2,119 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $281,158 | 1,286 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $246,127 | 1,477 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $378,288 | 2,220 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||