Position in ORCL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,065,125
+$219,390 QoQ
Shares Held
7,268
+26.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,764
of 3,472 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $9,282,908 across 6 Software - Infrastructure names. ORCL ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,314 | $5,712,428 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
6,304 | $1,202,708 | |
| 3 | ORCL |
Oracle Corp
This page
|
7,268 | $1,065,125 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,690 | $576,323 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,124 | $481,147 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,596 | $245,177 |
All Filings in ORCL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065,125 | 7,268 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $845,735 | 5,749 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $808,876 | 4,150 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,639,156 | 9,384 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $736,345 | 3,368 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||