Position in ORCL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,657,307
+$4,408,786 QoQ
Shares Held
113,663
+36.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#106
of 1,485 holders
Holding Since
Sep 2021
20 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, 2026CallValue
$0
CallShares
0
PutValue
$249,135
PutShares
1,700
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, 2026Merit Financial Group, LLC holds $305,833,799 across 49 Software - Infrastructure names. ORCL ranks #2 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
520,766 | $194,256,126 | |
| 2 | ORCL |
Oracle Corp
This page
|
113,663 | $16,657,307 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
136,015 | $15,868,864 | |
| 4 | FTNT |
Fortinet, Inc.
|
103,082 | $15,835,454 | |
| 5 | PANW |
Palo Alto Networks Inc
|
40,098 | $13,674,214 | |
| 6 | SNPS |
Synopsys Inc
|
25,247 | $11,261,924 | |
| 7 | VRSN |
Verisign Inc/Ca
|
15,534 | $3,907,730 | |
| 8 | RBRK |
Rubrik, Inc.
|
36,237 | $2,909,104 |
All Filings in ORCL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,657,307 | 113,663 | Shares | Other | 2026-07-20 | |
| 2026-06-30 | $249,135 | 1,700 | Put | Sole | 2026-07-20 | |
| 2026-03-31 | $12,248,521 | 83,261 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $17,185,406 | 88,171 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $23,460,192 | 83,417 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $16,150,853 | 73,873 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,652,360 | 54,734 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,858,742 | 47,160 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,524,197 | 32,419 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,961,344 | 35,137 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,097,523 | 32,621 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,614,555 | 15,314 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,589,744 | 24,450 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,873,046 | 24,125 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,040,987 | 21,965 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,633,737 | 19,987 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $771,802 | 12,638 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,369,312 | 19,598 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $233,794 | 2,826 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $238,257 | 2,732 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $238,039 | 2,732 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||