Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$600,268
-$54,371 QoQ
Shares Held
4,096
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,220
of 3,471 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $10,201,638 across 47 Software - Infrastructure names. ORCL ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,306 | $7,201,523 | |
| 2 | FTNT |
Fortinet, Inc.
|
6,895 | $1,059,209 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,473 | $988,544 | |
| 4 | ORCL |
Oracle Corp
This page
|
4,096 | $600,268 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
476 | $90,813 | |
| 6 | NET |
Cloudflare, Inc.
|
205 | $50,282 | |
| 7 | SNPS |
Synopsys Inc
|
87 | $38,807 | |
| 8 | PANW |
Palo Alto Networks Inc
|
82 | $27,962 |
All Filings in ORCL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,268 | 4,096 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $654,639 | 4,450 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $836,943 | 4,294 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,360,356 | 4,837 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $995,641 | 4,554 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $648,998 | 4,642 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $793,206 | 4,760 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $633,282 | 4,485 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $559,592 | 4,455 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $447,550 | 4,245 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||