Position in ORCL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$27,293,171
-$8,520,566 QoQ
Shares Held
185,529
+1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026HB Wealth Management, LLC holds $266,541,890 across 30 Software - Infrastructure names. ORCL ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
540,626 | $200,123,526 | |
| 2 | ORCL |
Oracle Corp
This page
|
185,529 | $27,293,171 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
96,614 | $14,132,695 | |
| 4 | PANW |
Palo Alto Networks Inc
|
49,347 | $7,911,311 | |
| 5 | SNPS |
Synopsys Inc
|
7,270 | $2,882,409 | |
| 6 | FTNT |
Fortinet, Inc.
|
27,906 | $2,280,478 | |
| 7 | NET |
Cloudflare, Inc.
|
6,583 | $1,358,336 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
13,068 | $1,275,469 |
All Filings in ORCL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||