Position in ORCL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,039,854
+$597,574 QoQ
Shares Held
34,390
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#891
of 3,472 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Jun 30, 2026CallValue
$87,930
CallShares
600
PutValue
$293,100
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $83,023,876 across 11 Software - Infrastructure names. ORCL ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
81,778 | $30,504,829 | |
| 2 | PANW |
Palo Alto Networks Inc
|
61,181 | $20,863,944 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
159,459 | $18,604,081 | |
| 4 | ORCL |
Oracle Corp
This page
|
34,390 | $5,039,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
97,700 | $4,659,923 | |
| 6 | CRWV |
CoreWeave, Inc.
|
11,541 | $1,148,791 | |
| 7 | NET |
Cloudflare, Inc.
|
3,374 | $827,574 | |
| 8 | ZS |
Zscaler, Inc.
|
3,887 | $548,650 |
All Filings in ORCL
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,100 | 2,000 | Put | Sole | 2026-07-14 | |
| 2026-06-30 | $87,930 | 600 | Call | Sole | 2026-07-14 | |
| 2026-06-30 | $5,039,854 | 34,390 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $83,280 | 60,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $4,442,280 | 30,197 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,441,775 | 33,050 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,672,597 | 30,837 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $421,860 | 150,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $7,017,804 | 32,099 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $43,726 | 200 | Call | Sole | 2025-08-19 | |
| 2024-12-31 | $7,309,996 | 43,867 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $7,835,673 | 45,984 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $6,979,233 | 49,428 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $6,590,254 | 52,466 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $5,372,396 | 50,957 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $5,557,198 | 52,466 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $6,029,645 | 50,631 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,635,221 | 49,884 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $4,610,708 | 56,407 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $3,252,221 | 53,254 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,764,196 | 39,562 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $3,438,093 | 41,558 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,380,870 | 38,767 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,258,662 | 37,400 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,890,899 | 37,139 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $2,378,552 | 33,897 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,514,263 | 23,408 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,671,360 | 27,996 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,348,477 | 24,398 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,176,786 | 24,349 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||