Position in ORCL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,844,235
-$11,623,760 QoQ
Shares Held
53,526
-22.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#716
of 3,472 holders
Holding Since
Dec 2021
16 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $134,441,575 across 13 Software - Infrastructure names. ORCL ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
251,579 | $93,843,998 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
64,428 | $12,291,895 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
69,497 | $8,108,214 | |
| 4 | ORCL |
Oracle Corp
This page
|
53,526 | $7,844,235 | |
| 5 | SNPS |
Synopsys Inc
|
9,997 | $4,459,361 | |
| 6 | IOT |
Samsara Inc.
|
85,257 | $2,764,884 | |
| 7 | PANW |
Palo Alto Networks Inc
|
6,997 | $2,386,116 | |
| 8 | CRWV |
CoreWeave, Inc.
|
12,909 | $1,284,961 |
All Filings in ORCL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,844,235 | 53,526 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $19,467,995 | 69,222 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,858,723 | 58,815 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,104,086 | 57,965 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,398,469 | 32,396 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,478,112 | 26,280 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,982,263 | 28,203 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,323,389 | 26,458 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,613,715 | 24,791 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,230,675 | 21,060 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,166,126 | 26,586 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,107,890 | 22,685 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $607,096 | 9,941 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $435,779 | 6,237 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $530,464 | 6,412 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $420,875 | 4,826 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||