Position in ORCL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$471,891
New position
Shares Held
3,220
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#2,425
of 3,472 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Lauer Wealth, LLC holds $877,704 across 2 Software - Infrastructure names. ORCL ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORCL |
Oracle Corp
This page
|
3,220 | $471,891 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,190 | $405,813 |
All Filings in ORCL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,891 | 3,220 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||