Position in ORCL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,872,966
+$444,475 QoQ
Shares Held
19,604
+18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,124
of 3,472 holders
Holding Since
Dec 2022
15 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, 2026Accurate Wealth Management, LLC holds $29,884,794 across 9 Software - Infrastructure names. ORCL ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
43,630 | $16,274,862 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
26,852 | $3,132,822 | |
| 3 | ORCL |
Oracle Corp
This page
|
19,604 | $2,872,966 | |
| 4 | XYZ |
Block, Inc.
|
34,264 | $2,604,064 | |
| 5 | FTNT |
Fortinet, Inc.
|
11,340 | $1,742,050 | |
| 6 | PANW |
Palo Alto Networks Inc
|
4,827 | $1,646,103 | |
| 7 | OKTA |
Okta, Inc.
|
6,606 | $901,388 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
7,820 | $372,984 |
All Filings in ORCL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,872,966 | 19,604 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,428,491 | 16,508 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,537,143 | 13,017 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,243,540 | 11,533 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,293,865 | 10,492 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,286,112 | 9,199 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,771,216 | 10,629 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,166,558 | 6,846 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $815,853 | 5,778 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $682,564 | 5,434 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $528,098 | 5,009 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $376,016 | 3,550 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $381,088 | 3,200 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $273,742 | 2,946 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $213,177 | 2,608 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||