Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$180,109
-$689 QoQ
Shares Held
1,229
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,210
of 3,472 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Olistico Wealth, LLC holds $4,420,296 across 7 Software - Infrastructure names. ORCL ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,203 | $3,059,883 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
9,107 | $1,062,513 | |
| 3 | ORCL |
Oracle Corp
This page
|
1,229 | $180,109 | |
| 4 | FTNT |
Fortinet, Inc.
|
429 | $65,902 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
528 | $25,183 | |
| 6 | AI |
C3.ai, Inc.
|
2,500 | $22,725 | |
| 7 | CRWV |
CoreWeave, Inc.
|
40 | $3,981 |
All Filings in ORCL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,109 | 1,229 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $180,798 | 1,229 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $249,289 | 1,279 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $359,705 | 1,279 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $223,877 | 1,024 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $106,675 | 763 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $126,813 | 761 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $129,674 | 761 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $102,370 | 725 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||