Whalen Wealth Management Inc.

Position in ORCL — Oracle Corp

CIK 1894447 LAS VEGAS, NV

Position in ORCL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,310,450

+$127,392 QoQ

Shares Held

8,942

+11.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#1,600

of 3,472 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $9,026,433 across 6 Software - Infrastructure names. ORCL ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,357	$3,863,368
2	PANW	Palo Alto Networks Inc	4,717	$1,608,591
3	ORCL	Oracle Corp This page	8,942	$1,310,450
4	PLTR	Palantir Technologies Inc.	10,328	$1,204,967
5	TOST	Toast, Inc.	19,425	$540,403
6	NET	Cloudflare, Inc.	2,033	$498,654

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,310,450	8,942	+11.2%	Shares	Sole	2026-08-13
2026-03-31	$1,183,058	8,042	+39.3%	Shares	Sole	2026-04-13
2025-12-31	$1,125,020	5,772	+130.1%	Shares	Sole	2026-01-20
2025-06-30	$548,542	2,509	-25.3%	Shares	Sole	2025-08-04
2025-03-31	$469,621	3,359	-43.0%	Shares	Sole	2025-04-22
2024-12-31	$982,176	5,894	-3.0%	Shares	Sole	2025-01-17
2024-09-30	$1,035,861	6,079	+4.5%	Shares	Sole	2024-11-07
2024-06-30	$821,784	5,820	-0.3%	Shares	Sole	2024-08-01
2024-03-31	$733,185	5,837	—	Shares	Sole	2024-04-25
No filing history on record for this holder in this stock.