PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in ORCL — Oracle Corp

CIK 2145782 WALTHAM, MA

Position in ORCL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$175,566

-$2,878 QoQ

Shares Held

1,198

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#3,218

of 3,472 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $3,995,349 across 12 Software - Infrastructure names. ORCL ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	6,814	$2,541,758
2	CLBT	Cellebrite DI Ltd.	33,143	$483,887
3	VRNS	Varonis Systems Inc	5,018	$210,555
4	ORCL	Oracle Corp This page	1,198	$175,566
5	PAY	Paymentus Holdings, Inc.	6,450	$155,832
6	PANW	Palo Alto Networks Inc	446	$152,094
7	CRWD	CrowdStrike Holdings, Inc.	480	$91,576
8	PLTR	Palantir Technologies Inc.	509	$59,385

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$175,566	1,198	-1.2%	Shares	Sole	2026-08-07
2026-03-31	$178,444	1,213	-11.0%	Shares	Sole	2026-08-07
2025-12-31	$265,662	1,363	+26.4%	Shares	Sole	2026-08-07
2025-09-30	$303,176	1,078	-16.0%	Shares	Sole	2026-08-07
2025-06-30	$280,502	1,283	+2.9%	Shares	Sole	2026-08-07
2025-03-31	$174,343	1,247	+38.9%	Shares	Sole	2026-08-07
2024-12-31	$149,642	898	0.0%	Shares	Sole	2026-08-07
2024-09-30	$153,019	898	+38.2%	Shares	Sole	2026-08-07
2024-06-30	$91,780	650	0.0%	Shares	Sole	2026-08-07
2024-03-31	$81,646	650	0.0%	Shares	Sole	2026-08-07
2023-12-31	$68,529	650	0.0%	Shares	Sole	2026-08-07
2023-09-30	$68,848	650	0.0%	Shares	Sole	2026-08-07
2023-06-30	$77,408	650	0.0%	Shares	Sole	2026-08-07
2023-03-31	$60,398	650	0.0%	Shares	Sole	2026-08-07
2022-12-31	$53,131	650	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.