Position in ORCL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,130,926
-$71,256 QoQ
Shares Held
7,717
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,713
of 3,472 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $12,831,806 across 6 Software - Infrastructure names. ORCL ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,225 | $10,528,489 | |
| 2 | ORCL |
Oracle Corp
This page
|
7,717 | $1,130,926 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,892 | $454,079 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,080 | $368,301 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,306 | $200,627 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,132 | $149,384 |
All Filings in ORCL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,130,926 | 7,717 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,202,182 | 8,172 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,595,533 | 8,186 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,164,141 | 7,695 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $1,204,742 | 8,617 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,572,081 | 9,434 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $3,686,774 | 21,636 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,301,114 | 23,379 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,194,764 | 25,434 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,678,027 | 25,401 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $811,982 | 7,666 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,247,107 | 27,266 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,870,020 | 30,887 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,545,220 | 31,138 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,702,265 | 27,874 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,925,547 | 27,559 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,289,635 | 27,676 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,308,710 | 26,473 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,314,782 | 26,567 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,035,282 | 26,147 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $433,790 | 6,182 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,612,527 | 24,927 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,461,097 | 24,474 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $244,846 | 4,430 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||