Position in ORCL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,839,202
+$137,581 QoQ
Shares Held
12,550
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,347
of 3,414 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Spire Wealth Management holds $95,301,236 across 40 Software - Infrastructure names. ORCL ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
131,257 | $48,961,485 | |
| 2 | PANW |
Palo Alto Networks Inc
|
64,370 | $21,951,456 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
68,847 | $8,032,379 | |
| 4 | TWLO |
Twilio Inc
|
29,172 | $6,019,058 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
22,431 | $3,522,339 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,326 | $2,542,400 | |
| 7 | ORCL |
Oracle Corp
This page
|
12,550 | $1,839,202 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,558 | $546,579 |
All Filings in ORCL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,839,202 | 12,550 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,701,621 | 11,567 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,227,236 | 11,427 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,106,831 | 32,381 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,942,090 | 8,883 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,592,077 | 18,540 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,201,987 | 19,215 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,243,393 | 19,034 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,867,489 | 20,308 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,437,462 | 19,405 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,961,630 | 18,606 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,831,462 | 17,291 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,886,147 | 15,838 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,553,529 | 16,719 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,042,103 | 12,749 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $528,682 | 8,657 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,140,697 | 16,326 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,974,847 | 23,871 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,167,990 | 36,326 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,963,387 | 22,534 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,996,985 | 25,655 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,762,101 | 39,363 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||