Position in ORCL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$411,805
+$36,969 QoQ
Shares Held
2,810
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,545
of 3,472 holders
Holding Since
Jun 2025
5 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, 2026Plan A Wealth LLC holds $4,008,632 across 6 Software - Infrastructure names. ORCL ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,066 | $2,635,759 | |
| 2 | ORCL |
Oracle Corp
This page
|
2,810 | $411,805 | |
| 3 | NTNX |
Nutanix, Inc.
|
5,504 | $280,483 | |
| 4 | CPAY |
Corpay, Inc.
|
747 | $248,952 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
1,728 | $227,111 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,753 | $204,522 |
All Filings in ORCL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,805 | 2,810 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $374,836 | 2,548 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $483,376 | 2,480 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $710,693 | 2,527 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $525,149 | 2,402 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||