Position in ORCL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$17,241,607
+$415,754 QoQ
Shares Held
117,650
+2.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#470
of 3,472 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $109,536,288 across 7 Software - Infrastructure names. ORCL ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
192,374 | $71,759,349 | |
| 2 | ORCL |
Oracle Corp
This page
|
117,650 | $17,241,607 | |
| 3 | PANW |
Palo Alto Networks Inc
|
29,300 | $9,991,886 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
81,766 | $9,539,639 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,202 | $418,267 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,176 | $334,277 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
5,268 | $251,263 |
All Filings in ORCL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,241,607 | 117,650 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $16,825,853 | 114,376 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,840,668 | 101,794 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $29,131,682 | 103,583 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $23,284,532 | 106,502 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,614,898 | 104,534 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,392,683 | 74,368 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $12,460,670 | 73,126 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $10,755,062 | 76,169 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,385,723 | 66,760 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $7,274,670 | 69,000 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $7,718,708 | 72,873 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $7,669,157 | 64,398 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,658,833 | 71,662 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $654,083 | 8,002 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||