Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$263,496
-$2,184 QoQ
Shares Held
1,798
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,944
of 3,472 holders
Holding Since
Mar 2020
18 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, 2026Xcel Wealth Management, LLC holds $14,882,223 across 7 Software - Infrastructure names. ORCL ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
22,945 | $7,824,703 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
17,343 | $2,023,407 | |
| 3 | MSFT |
Microsoft Corp
|
4,090 | $1,525,651 | |
| 4 | SNPS |
Synopsys Inc
|
3,348 | $1,493,442 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
20,560 | $980,634 | |
| 6 | MDB |
MongoDB, Inc.
|
2,295 | $770,890 | |
| 7 | ORCL |
Oracle Corp
This page
|
1,798 | $263,496 |
All Filings in ORCL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,496 | 1,798 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $265,680 | 1,806 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $408,921 | 2,098 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $408,922 | 1,454 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $317,013 | 1,450 | Shares | Sole | 2025-07-15 | |
| 2023-06-30 | $1,165,057 | 9,783 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $909,036 | 9,783 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $620,959 | 10,168 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $710,438 | 10,168 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $850,298 | 10,278 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $896,344 | 10,278 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $894,737 | 10,269 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $799,338 | 10,269 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $712,225 | 10,150 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $656,603 | 10,150 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $708,639 | 11,870 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $688,166 | 12,451 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $463,049 | 9,581 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||