Position in ORCL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$293,100
+$14,915 QoQ
Shares Held
2,000
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,851
of 3,472 holders
Holding Since
Mar 2024
10 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, 2026Walkner Condon Financial Advisors LLC holds $9,102,419 across 6 Software - Infrastructure names. ORCL ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
20,060 | $7,482,781 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,128 | $598,283 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,166 | $397,629 | |
| 4 | ORCL |
Oracle Corp
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|
2,000 | $293,100 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,689 | $259,464 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,492 | $71,162 |
All Filings in ORCL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,100 | 2,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $278,185 | 1,891 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $306,983 | 1,575 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $444,640 | 1,581 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $434,636 | 1,988 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $263,262 | 1,883 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $303,118 | 1,819 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $310,639 | 1,823 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $246,676 | 1,747 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $215,797 | 1,718 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||