Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$352,745
-$31,506 QoQ
Shares Held
2,407
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,678
of 3,472 holders
Holding Since
Dec 2021
19 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, 2026Smallwood Wealth Investment Management, LLC holds $2,572,275 across 11 Software - Infrastructure names. ORCL ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,913 | $1,832,647 | |
| 2 | ORCL |
Oracle Corp
This page
|
2,407 | $352,745 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,171 | $253,290 | |
| 4 | S |
SentinelOne, Inc.
|
4,000 | $67,880 | |
| 5 | MDB |
MongoDB, Inc.
|
100 | $33,590 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
248 | $11,828 | |
| 7 | PANW |
Palo Alto Networks Inc
|
26 | $8,866 | |
| 8 | TDC |
Teradata Corp /De/
|
242 | $8,385 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,745 | 2,407 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $384,251 | 2,612 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $508,715 | 2,610 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $732,630 | 2,605 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $567,782 | 2,597 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $362,527 | 2,593 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $431,930 | 2,592 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $441,676 | 2,592 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $380,534 | 2,695 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $338,142 | 2,692 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $283,501 | 2,689 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $284,501 | 2,686 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $319,518 | 2,683 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $248,932 | 2,679 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $206,883 | 2,531 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $209,775 | 3,435 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $240,003 | 3,435 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $228,334 | 2,760 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $240,699 | 2,760 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||