Position in ORCL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,637,957
+$408,010 QoQ
Shares Held
24,824
+13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#991
of 3,414 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $65,167,757 across 15 Software - Infrastructure names. ORCL ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,051 | $46,273,504 | |
| 2 | ORCL |
Oracle Corp
This page
|
24,824 | $3,637,957 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
29,288 | $3,417,030 | |
| 4 | PANW |
Palo Alto Networks Inc
|
8,525 | $2,907,195 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,802 | $2,901,458 | |
| 6 | FTNT |
Fortinet, Inc.
|
10,658 | $1,637,281 | |
| 7 | NET |
Cloudflare, Inc.
|
3,810 | $934,516 | |
| 8 | SNPS |
Synopsys Inc
|
1,963 | $875,635 |
All Filings in ORCL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,637,957 | 24,824 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,229,947 | 21,956 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,060,754 | 20,834 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $5,407,120 | 19,226 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,881,338 | 17,753 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,378,307 | 17,011 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,456,273 | 14,740 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||