Position in ORCL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,592,322
-$491 QoQ
Shares Held
17,689
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,176
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Jun 30, 2021CallValue
$4,000
CallShares
1,000
PutValue
$0
PutShares
0
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, 2026Dynamic Advisor Solutions LLC holds $67,214,196 across 13 Software - Infrastructure names. ORCL ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,487 | $46,436,140 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
69,935 | $8,159,316 | |
| 3 | PANW |
Palo Alto Networks Inc
|
18,998 | $6,478,697 | |
| 4 | ORCL |
Oracle Corp
This page
|
17,689 | $2,592,322 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
16,288 | $776,876 | |
| 6 | SNPS |
Synopsys Inc
|
1,237 | $551,788 | |
| 7 | NET |
Cloudflare, Inc.
|
1,894 | $464,560 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,280 | $426,031 |
All Filings in ORCL
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,592,322 | 17,689 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,592,813 | 17,625 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,986,995 | 15,325 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,266,973 | 15,172 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,601,491 | 16,473 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,255,275 | 16,131 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,595,251 | 15,574 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,244,245 | 19,039 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,848,851 | 20,176 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,484,565 | 19,780 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,091,520 | 19,838 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,380,667 | 13,035 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,165,772 | 9,789 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $857,372 | 9,227 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $865,790 | 10,592 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $476,346 | 7,800 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $550,365 | 7,877 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $668,292 | 8,078 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $568,958 | 6,524 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $692,683 | 7,950 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $573,602 | 7,369 | Shares | Sole | 2021-08-10 | |
| 2021-06-30 | $4,000 | 1,000 | Call | Sole | 2021-08-10 | |
| 2021-03-31 | $405,863 | 5,784 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $414,210 | 6,403 | Shares | Sole | 2021-02-03 | |
| 2020-12-31 | $6,469 | 100 | Call | Sole | 2021-02-03 | |
| 2020-09-30 | $3,000 | 2,500 | Call | Sole | 2020-10-27 | |
| 2020-09-30 | $264,829 | 4,436 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $252,086 | 4,561 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $227,440 | 4,706 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||