Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,947
+$5,909 QoQ
Shares Held
218
+23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,316
of 3,414 holders
Holding Since
Mar 2020
24 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, 2026HighMark Wealth Management LLC holds $2,401,253 across 14 Software - Infrastructure names. ORCL ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,684 | $1,747,225 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,024 | $352,810 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
200 | $152,628 | |
| 4 | RELY |
Remitly Global, Inc.
|
2,550 | $57,145 | |
| 5 | ORCL |
Oracle Corp
This page
|
218 | $31,947 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
1,110 | $21,844 | |
| 7 | RXT |
Rackspace Technology, Inc.
|
2,500 | $16,325 | |
| 8 | MDB |
MongoDB, Inc.
|
23 | $7,725 |
All Filings in ORCL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,947 | 218 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $26,038 | 177 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $57,888 | 297 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $83,247 | 296 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $38,478 | 176 | Shares | Sole | 2025-07-21 | |
| 2024-09-30 | $29,649 | 174 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $24,568 | 174 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $21,730 | 173 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $18,239 | 173 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $18,218 | 172 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $20,483 | 172 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $15,889 | 171 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $13,895 | 170 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $10,320 | 169 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $11,808 | 169 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $13,898 | 168 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $14,564 | 167 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $14,550 | 167 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $12,921 | 166 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,648 | 166 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $10,673 | 165 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $9,790 | 164 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $9,064 | 164 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $7,877 | 163 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||