Position in ORCL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$483,468
+$44,345 QoQ
Shares Held
3,299
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,413
of 3,481 holders
Holding Since
Dec 2021
16 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $44,560,596 across 9 Software - Infrastructure names. ORCL ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,653 | $15,910,422 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
66,876 | $12,758,937 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,062 | $6,424,083 | |
| 4 | PANW |
Palo Alto Networks Inc
|
11,790 | $4,020,625 | |
| 5 | CRWV |
CoreWeave, Inc.
|
30,468 | $3,032,784 | |
| 6 | NTAP |
NetApp, Inc.
|
9,079 | $1,405,066 | |
| 7 | ORCL |
Oracle Corp
This page
|
3,299 | $483,468 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,935 | $297,254 |
All Filings in ORCL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,468 | 3,299 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $439,123 | 2,985 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $550,425 | 2,824 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $664,007 | 2,361 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $425,016 | 1,944 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $215,866 | 1,544 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $212,632 | 1,276 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $219,986 | 1,291 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,646,533 | 11,661 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,190,657 | 9,479 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,025,201 | 9,724 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $238,425 | 2,251 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $244,610 | 2,054 | Shares | Sole | 2023-07-18 | |
| 2022-06-30 | $222,605 | 3,186 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $286,328 | 3,461 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $532,242 | 6,103 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||