Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$819,947
+$212,236 QoQ
Shares Held
5,595
+35.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,967
of 3,472 holders
Holding Since
Mar 2021
21 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, 2026Total Clarity Wealth Management, Inc. holds $6,149,986 across 6 Software - Infrastructure names. ORCL ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,915 | $3,325,473 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,556 | $871,647 | |
| 3 | ORCL |
Oracle Corp
This page
|
5,595 | $819,947 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,483 | $523,031 | |
| 5 | NET |
Cloudflare, Inc.
|
1,557 | $381,900 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,780 | $227,988 |
All Filings in ORCL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,947 | 5,595 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $607,711 | 4,131 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $789,580 | 4,051 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,017,807 | 3,619 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $789,254 | 3,610 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $602,441 | 4,309 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $718,051 | 4,309 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $757,428 | 4,445 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $520,039 | 3,683 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $424,813 | 3,382 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $356,564 | 3,382 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $358,221 | 3,382 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $380,254 | 3,193 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $296,693 | 3,193 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $274,564 | 3,359 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $204,998 | 2,934 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $242,729 | 2,934 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $255,874 | 2,934 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $255,639 | 2,934 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $228,382 | 2,934 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $205,878 | 2,934 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||