Position in ORCL
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$7,198,386
-$1,107,898 QoQ
Shares Held
48,932
+14.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $106,080,303 across 13 Software - Infrastructure names. ORCL ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
138,169 | $51,146,018 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
263,561 | $38,553,703 | |
| 3 | ORCL |
Oracle Corp
This page
|
48,932 | $7,198,386 | |
| 4 | CRWV |
CoreWeave, Inc.
|
26,148 | $2,025,685 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
18,169 | $1,773,339 | |
| 6 | PANW |
Palo Alto Networks Inc
|
9,191 | $1,473,501 | |
| 7 | XYZ |
Block, Inc.
|
19,608 | $1,180,009 | |
| 8 | FTNT |
Fortinet, Inc.
|
13,778 | $1,125,938 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,198,386 | 48,932 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $8,306,284 | 42,616 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,384,505 | 36,924 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,551,275 | 39,113 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,799,064 | 77,241 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,657,634 | 69,957 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,473,681 | 26,254 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,462,082 | 24,519 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,403,528 | 27,096 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,975,132 | 37,704 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,577,650 | 43,218 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $8,848,506 | 74,301 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,731,702 | 115,494 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,671,722 | 118,323 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,204,550 | 117,972 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,954,070 | 113,841 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,834,571 | 106,788 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,411,230 | 96,448 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $8,395,149 | 96,352 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||