Position in ORCL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$520,545
+$20,371 QoQ
Shares Held
3,552
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,338
of 3,472 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Keystone Wealth Services, LLC holds $15,244,563 across 7 Software - Infrastructure names. ORCL ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,777 | $9,615,336 | |
| 2 | NET |
Cloudflare, Inc.
|
10,843 | $2,659,571 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
12,251 | $1,429,324 | |
| 4 | ORCL |
Oracle Corp
This page
|
3,552 | $520,545 | |
| 5 | CRWV |
CoreWeave, Inc.
|
3,834 | $381,636 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,788 | $341,123 | |
| 7 | PANW |
Palo Alto Networks Inc
|
871 | $297,028 |
All Filings in ORCL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,545 | 3,552 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $500,174 | 3,400 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $394,887 | 2,026 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $574,854 | 2,044 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $438,134 | 2,004 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $279,620 | 2,000 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $314,616 | 1,888 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $348,127 | 2,043 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $265,879 | 1,883 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $224,967 | 1,791 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $332,737 | 3,156 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $342,651 | 3,235 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $361,319 | 3,034 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $265,007 | 2,852 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $230,670 | 2,822 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $208,065 | 2,515 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $219,071 | 2,512 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||