Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,279,642
+$585,029 QoQ
Shares Held
22,379
+22.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,056
of 3,472 holders
Holding Since
Jun 2020
15 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, 2026RMR Wealth Builders holds $41,202,130 across 7 Software - Infrastructure names. ORCL ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,470 | $21,437,459 | |
| 2 | PANW |
Palo Alto Networks Inc
|
23,435 | $7,991,803 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
30,328 | $3,538,367 | |
| 4 | ORCL |
Oracle Corp
This page
|
22,379 | $3,279,642 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
48,404 | $2,308,689 | |
| 6 | TWLO |
Twilio Inc
|
9,922 | $2,047,206 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,899 | $598,964 |
All Filings in ORCL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,279,642 | 22,379 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,694,613 | 18,317 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,649,411 | 13,593 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,064,953 | 10,898 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,253,419 | 10,307 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,297,017 | 9,277 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,192,309 | 7,155 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $252,192 | 1,480 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $218,718 | 1,549 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $349,447 | 2,782 | Shares | Sole | 2024-04-15 | |
| 2021-09-30 | $265,833 | 3,051 | Shares | Sole | 2021-10-18 | |
| 2021-03-31 | $157,601 | 2,246 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,080 | 94 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $279,097 | 4,675 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,195 | 94 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||