Position in ORCL
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$144,058
-$551 QoQ
Shares Held
983
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,235
of 3,472 holders
Holding Since
Dec 2024
7 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, 2026Bernard Wealth Management Corp. holds $15,752,308 across 9 Software - Infrastructure names. ORCL ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,674 | $7,338,795 | |
| 2 | PANW |
Palo Alto Networks Inc
|
12,376 | $4,220,463 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
19,440 | $3,708,860 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,075 | $242,090 | |
| 5 | ORCL |
Oracle Corp
This page
|
983 | $144,058 | |
| 6 | CORZ |
Core Scientific, Inc./tx
|
1,500 | $38,385 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
262 | $34,434 | |
| 8 | VRSN |
Verisign Inc/Ca
|
100 | $25,156 |
All Filings in ORCL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,058 | 983 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $144,609 | 983 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $191,596 | 983 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $276,458 | 983 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $214,913 | 983 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $560,078 | 4,006 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $719,384 | 4,317 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||