Position in ORCL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$927,221
+$99,875 QoQ
Shares Held
6,327
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,883
of 3,482 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $27,394,973 across 9 Software - Infrastructure names. ORCL ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,251 | $15,760,468 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
51,260 | $5,980,504 | |
| 3 | PANW |
Palo Alto Networks Inc
|
6,530 | $2,226,860 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,396 | $1,220,260 | |
| 5 | ORCL |
Oracle Corp
This page
|
6,327 | $927,221 | |
| 6 | CRWV |
CoreWeave, Inc.
|
7,557 | $752,223 | |
| 7 | PATH |
UiPath, Inc.
|
29,563 | $321,349 | |
| 8 | BTQ |
BTQ Technologies Corp.
|
32,625 | $175,848 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,221 | 6,327 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $827,346 | 5,624 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,062,454 | 5,451 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,513,352 | 5,381 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,146,495 | 5,244 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $742,251 | 5,309 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $904,188 | 5,426 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $868,869 | 5,099 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $706,282 | 5,002 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $595,014 | 4,737 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $501,530 | 4,757 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $529,705 | 5,001 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $615,814 | 5,171 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $453,542 | 4,881 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $337,913 | 4,134 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $251,486 | 4,118 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $286,606 | 4,102 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $338,944 | 4,097 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $217,240 | 2,491 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $173,127 | 1,987 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $154,278 | 1,982 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $138,655 | 1,976 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $120,517 | 1,863 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||