Concentrum Wealth Management

Position in ORCL — Oracle Corp

CIK 1765387 SAN JOSE, CA

Position in ORCL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,189,953

+$127,123 QoQ

Shares Held

21,767

+4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#1,072

of 3,472 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Concentrum Wealth Management holds $13,056,309 across 5 Software - Infrastructure names. ORCL ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	23,149	$8,635,039
2	ORCL	Oracle Corp This page	21,767	$3,189,953
3	IOT	Samsara Inc.	17,023	$552,055
4	PANW	Palo Alto Networks Inc	1,102	$375,804
5	PLTR	Palantir Technologies Inc.	2,601	$303,458

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,189,953	21,767	+4.5%	Shares	Sole	2026-08-06
2026-03-31	$3,062,830	20,820	+6.5%	Shares	Sole	2026-05-04
2025-12-31	$3,809,321	19,544	+63.7%	Shares	Sole	2026-02-04
2025-09-30	$3,356,880	11,936	+47.1%	Shares	Sole	2025-11-10
2025-06-30	$1,773,526	8,112	+3.4%	Shares	Sole	2025-08-12
2025-03-31	$1,097,089	7,847	+35.4%	Shares	Sole	2025-05-07
2024-12-31	$966,012	5,797	+63.3%	Shares	Sole	2025-02-13
2024-09-30	$604,920	3,550	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$499,848	3,540	-1.4%	Shares	Sole	2024-08-13
2024-03-31	$450,814	3,589	+1.7%	Shares	Sole	2024-05-06
2023-12-31	$372,062	3,529	+0.9%	Shares	Sole	2024-02-13
2023-09-30	$370,296	3,496	+1.5%	Shares	Sole	2023-11-08
2023-06-30	$410,384	3,446	-4.3%	Shares	Sole	2023-08-08
2023-03-31	$334,604	3,601	0.0%	Shares	Sole	2023-05-03
2022-12-31	$294,345	3,601	0.0%	Shares	Sole	2023-02-06
2022-09-30	$219,913	3,601	0.0%	Shares	Sole	2022-11-10
2022-06-30	$251,601	3,601	-21.7%	Shares	Sole	2022-07-28
2022-03-31	$380,640	4,601	+2.2%	Shares	Sole	2022-05-06
2021-12-31	$392,706	4,503	-14.3%	Shares	Sole	2022-02-02
2021-09-30	$457,693	5,253	+1.4%	Shares	Sole	2021-11-12
2021-06-30	$403,289	5,181	0.0%	Shares	Sole	2021-07-28
2021-03-31	$363,550	5,181	0.0%	Shares	Sole	2021-04-29
2020-12-31	$335,158	5,181	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.