Position in ORCL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,447,620
+$260,884 QoQ
Shares Held
9,878
+22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,533
of 3,472 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $18,456,270 across 6 Software - Infrastructure names. ORCL ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,511 | $13,246,312 | |
| 2 | PANW |
Palo Alto Networks Inc
|
7,730 | $2,636,083 | |
| 3 | ORCL |
Oracle Corp
This page
|
9,878 | $1,447,620 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,332 | $444,910 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,487 | $406,827 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,787 | $274,518 |
All Filings in ORCL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,447,620 | 9,878 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,186,736 | 8,067 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $1,846,187 | 9,472 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,048,270 | 7,283 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,158,956 | 5,301 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $486,258 | 3,478 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $309,617 | 1,858 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $250,828 | 1,472 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||