Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$784,628
-$1,674 QoQ
Shares Held
5,354
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,012
of 3,472 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, 2026Clarity Wealth Advisors, LLC holds $8,071,231 across 8 Software - Infrastructure names. ORCL ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,209 | $4,181,181 | |
| 2 | SNPS |
Synopsys Inc
|
2,140 | $954,589 | |
| 3 | ORCL |
Oracle Corp
This page
|
5,354 | $784,628 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,267 | $773,092 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,445 | $635,268 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,000 | $298,620 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,796 | $228,751 | |
| 8 | NTNX |
Nutanix, Inc.
|
4,221 | $215,102 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,628 | 5,354 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $786,302 | 5,345 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $851,366 | 4,368 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,230,987 | 4,377 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,001,325 | 4,580 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $647,739 | 4,633 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $776,375 | 4,659 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $764,244 | 4,485 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $604,477 | 4,281 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $523,165 | 4,165 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $425,410 | 4,035 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $427,281 | 4,034 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $477,074 | 4,006 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $375,210 | 4,038 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $325,079 | 3,977 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $231,272 | 3,787 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $267,043 | 3,822 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $314,374 | 3,800 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $300,612 | 3,447 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $301,295 | 3,458 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $271,505 | 3,488 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $245,875 | 3,504 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $226,673 | 3,504 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $209,487 | 3,509 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $232,631 | 4,209 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $203,420 | 4,209 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||