Position in ORCL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$763,795
-$123,435 QoQ
Shares Held
5,192
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Private Wealth Asset Management, LLC holds $20,048,131 across 24 Software - Infrastructure names. ORCL ranks #2 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
46,118 | $17,071,500 | |
| 2 | ORCL |
Oracle Corp
This page
|
5,192 | $763,795 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
7,067 | $689,756 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,896 | $569,906 | |
| 5 | NTAP |
NetApp, Inc.
|
3,299 | $337,784 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,573 | $252,183 | |
| 7 | ACIW |
Aci Worldwide, Inc.
|
1,503 | $61,638 | |
| 8 | ZS |
Zscaler, Inc.
|
400 | $56,116 |
All Filings in ORCL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $763,795 | 5,192 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $887,230 | 4,552 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,149,427 | 4,087 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $834,510 | 3,817 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $488,775 | 3,496 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||