Position in ORCL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,353,095
+$264,776 QoQ
Shares Held
9,233
+24.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#502
of 1,369 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MBL Wealth, LLC holds $16,332,157 across 10 Software - Infrastructure names. ORCL ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,738 | $9,973,807 | |
| 2 | BAND |
Bandwidth Inc.
|
29,113 | $1,842,852 | |
| 3 | ORCL |
Oracle Corp
This page
|
9,233 | $1,353,095 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,846 | $1,311,562 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,576 | $455,495 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,771 | $323,292 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,860 | $285,733 | |
| 8 | SNPS |
Synopsys Inc
|
622 | $277,455 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,353,095 | 9,233 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,088,319 | 7,398 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,616,387 | 8,293 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,882,620 | 6,694 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,729,800 | 7,912 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,431,514 | 10,239 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $1,566,248 | 9,399 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $874,832 | 5,134 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $725,202 | 5,136 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $674,274 | 5,368 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $378,177 | 3,587 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $587,961 | 5,551 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $662,973 | 5,567 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $305,706 | 3,290 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $241,133 | 2,950 | Shares | Sole | 2023-01-12 | |
| 2022-06-30 | $206,116 | 2,950 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $396,938 | 4,798 | Shares | Sole | 2022-05-02 | |
| 2021-03-31 | $322,360 | 4,594 | Shares | Defined | 2021-05-27 | |
| 2020-12-31 | $279,202 | 4,316 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||