Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$204,583
-$488 QoQ
Shares Held
1,396
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,172
of 3,472 holders
Holding Since
Mar 2020
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, 2026CFM WEALTH PARTNERS LLC holds $52,626,448 across 6 Software - Infrastructure names. ORCL ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
69,449 | $23,683,497 | |
| 2 | MSFT |
Microsoft Corp
|
49,252 | $18,371,981 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
51,460 | $9,817,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
2,100 | $322,602 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,937 | $225,989 | |
| 6 | ORCL |
Oracle Corp
This page
|
1,396 | $204,583 |
All Filings in ORCL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,583 | 1,396 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $205,071 | 1,394 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $271,314 | 1,392 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $391,204 | 1,391 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $233,715 | 1,069 | Shares | Sole | 2025-07-23 | |
| 2020-06-30 | $125,352 | 2,268 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $109,612 | 2,268 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||