Position in ORCL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$28,991,253
+$1,698,082 QoQ
Shares Held
197,825
+6.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#368
of 3,486 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $302,177,614 across 34 Software - Infrastructure names. ORCL ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
552,823 | $206,214,035 | |
| 2 | ORCL |
Oracle Corp
This page
|
197,825 | $28,991,253 | |
| 3 | PANW |
Palo Alto Networks Inc
|
48,073 | $16,393,854 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
91,527 | $10,678,455 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
54,248 | $10,349,704 | |
| 6 | FTNT |
Fortinet, Inc.
|
30,347 | $4,661,906 | |
| 7 | CRWV |
CoreWeave, Inc.
|
39,599 | $3,941,684 | |
| 8 | SNPS |
Synopsys Inc
|
8,351 | $3,725,130 |
All Filings in ORCL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,991,253 | 197,825 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $27,293,171 | 185,529 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $35,813,737 | 183,745 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $52,523,538 | 186,757 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $41,133,485 | 188,142 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $28,708,165 | 205,337 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $30,932,216 | 185,623 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $30,849,556 | 181,042 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $24,904,573 | 176,378 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $18,627,460 | 148,296 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $14,878,176 | 141,119 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $14,862,906 | 140,322 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $16,256,023 | 136,502 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $12,386,886 | 133,307 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $10,623,502 | 129,967 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $7,355,881 | 120,450 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $7,577,331 | 108,449 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,327,270 | 100,656 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,745,918 | 65,886 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||