Position in ORCL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,717,998
+$707,525 QoQ
Shares Held
45,841
+12.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#769
of 3,472 holders
Holding Since
Mar 2022
9 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, 2026WealthPlan Investment Management, LLC holds $54,517,540 across 7 Software - Infrastructure names. ORCL ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
90,642 | $33,811,278 | |
| 2 | ORCL |
Oracle Corp
This page
|
45,841 | $6,717,998 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
52,405 | $6,114,090 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
20,904 | $3,988,169 | |
| 5 | PANW |
Palo Alto Networks Inc
|
9,315 | $3,176,601 | |
| 6 | SNPS |
Synopsys Inc
|
999 | $445,623 | |
| 7 | CRWV |
CoreWeave, Inc.
|
2,650 | $263,781 |
All Filings in ORCL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,717,998 | 45,841 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,010,473 | 40,857 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,491,199 | 28,173 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,487,567 | 8,845 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,916,524 | 13,340 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,496,805 | 10,706 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,040,166 | 6,242 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $279,115 | 1,638 | Shares | Sole | 2024-11-05 | |
| 2022-03-31 | $316,276 | 3,823 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||