Position in ORCL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,105,508
-$645,316 QoQ
Shares Held
34,838
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#881
of 3,472 holders
Holding Since
Dec 2023
11 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, 2026GC Wealth Management RIA, LLC holds $108,569,983 across 14 Software - Infrastructure names. ORCL ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
146,616 | $54,690,700 | |
| 2 | IOT |
Samsara Inc.
|
788,365 | $25,566,676 | |
| 3 | PANW |
Palo Alto Networks Inc
|
36,432 | $12,424,040 | |
| 4 | ORCL |
Oracle Corp
This page
|
34,838 | $5,105,508 | |
| 5 | MDB |
MongoDB, Inc.
|
8,512 | $2,859,180 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
43,680 | $2,083,372 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
14,635 | $1,707,465 | |
| 8 | TWLO |
Twilio Inc
|
6,639 | $1,369,824 |
All Filings in ORCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,105,508 | 34,838 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,750,824 | 39,092 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,302,302 | 37,465 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $20,084,191 | 71,413 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,777,557 | 40,148 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,036,131 | 7,411 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,467,098 | 8,804 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,490,659 | 8,748 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $976,680 | 6,917 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $938,181 | 7,469 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $705,221 | 6,689 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||