Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$20,591,152
+$888,564 QoQ
Shares Held
140,506
+4.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#441
of 3,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $61,038,097 across 10 Software - Infrastructure names. ORCL ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
75,241 | $28,066,396 | |
| 2 | ORCL |
Oracle Corp
This page
|
140,506 | $20,591,152 | |
| 3 | NTAP |
NetApp, Inc.
|
36,867 | $5,705,536 | |
| 4 | DOX |
Amdocs Ltd
|
62,958 | $3,181,896 | |
| 5 | PANW |
Palo Alto Networks Inc
|
4,788 | $1,632,803 | |
| 6 | FTNT |
Fortinet, Inc.
|
7,776 | $1,194,549 | |
| 7 | SNPS |
Synopsys Inc
|
1,309 | $583,905 | |
| 8 | XYZ |
Block, Inc.
|
1,000 | $76,000 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,591,152 | 140,506 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $19,702,588 | 133,931 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $23,705,537 | 121,623 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $28,133,560 | 100,034 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $32,531,268 | 148,796 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $21,714,029 | 155,311 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $26,807,209 | 160,869 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $28,355,752 | 166,407 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $25,945,076 | 183,747 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $24,926,425 | 198,443 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $21,299,389 | 202,024 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $21,703,855 | 204,908 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $26,124,654 | 219,369 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $21,904,867 | 235,739 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $20,180,052 | 246,881 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $15,486,190 | 253,581 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $17,901,043 | 256,205 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $21,041,796 | 254,343 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $22,188,142 | 254,422 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $23,255,694 | 266,908 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $22,041,174 | 283,160 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $20,916,413 | 298,082 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $19,281,177 | 298,055 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $18,518,940 | 310,200 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $17,393,247 | 314,696 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $15,534,421 | 321,424 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||