Position in ORCL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$618,734
+$107,674 QoQ
Shares Held
4,222
+21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,194
of 3,472 holders
Holding Since
Sep 2023
11 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $43,048,677 across 8 Software - Infrastructure names. ORCL ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
67,661 | $25,238,906 | |
| 2 | PANW |
Palo Alto Networks Inc
|
37,508 | $12,790,978 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
14,887 | $1,736,866 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
24,112 | $1,150,051 | |
| 5 | CRWV |
CoreWeave, Inc.
|
6,424 | $639,444 | |
| 6 | ORCL |
Oracle Corp
This page
|
4,222 | $618,734 | |
| 7 | NET |
Cloudflare, Inc.
|
2,048 | $502,333 | |
| 8 | ZS |
Zscaler, Inc.
|
2,631 | $371,365 |
All Filings in ORCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,734 | 4,222 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $511,060 | 3,474 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $438,742 | 2,251 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $302,614 | 1,076 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $231,310 | 1,058 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $302,118 | 1,813 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $308,764 | 1,812 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $213,918 | 1,515 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $190,927 | 1,520 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $28,887 | 274 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $28,916 | 273 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||