Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,199,082
+$2,803,206 QoQ
Shares Held
96,889
+25.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#530
of 3,472 holders
Holding Since
Jun 2022
17 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, 2026WCG Wealth Advisors LLC holds $120,019,854 across 8 Software - Infrastructure names. ORCL ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
139,746 | $52,128,052 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
85,776 | $16,364,774 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
130,426 | $15,216,801 | |
| 4 | ORCL |
Oracle Corp
This page
|
96,889 | $14,199,082 | |
| 5 | PANW |
Palo Alto Networks Inc
|
23,504 | $8,015,334 | |
| 6 | FTNT |
Fortinet, Inc.
|
37,203 | $5,715,124 | |
| 7 | CRWV |
CoreWeave, Inc.
|
48,655 | $4,843,118 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
26,916 | $3,537,569 |
All Filings in ORCL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,199,082 | 96,889 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,395,876 | 77,465 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,492,533 | 74,355 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,871,345 | 27,988 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,461,199 | 38,701 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,156,952 | 44,038 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,418,986 | 50,522 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $9,695,760 | 56,900 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,992,202 | 56,602 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,600,698 | 44,588 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,085,950 | 67,210 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,898,040 | 65,125 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,271,993 | 52,666 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,538,682 | 59,607 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,224,486 | 51,682 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,658,377 | 43,530 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $239,150 | 3,916 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $1,885,651 | 26,988 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||