Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,013,361
+$260,492 QoQ
Shares Held
20,562
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,099
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 Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$889
PutShares
13,800
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, 2026McAdam, LLC holds $21,373,628 across 13 Software - Infrastructure names. ORCL ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,744 | $9,603,026 | |
| 2 | ORCL |
Oracle Corp
This page
|
20,562 | $3,013,361 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
20,048 | $2,339,000 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
8,104 | $1,546,121 | |
| 5 | PANW |
Palo Alto Networks Inc
|
3,673 | $1,252,566 | |
| 6 | NTCT |
Netscout Systems Inc
|
26,050 | $1,134,477 | |
| 7 | NTAP |
NetApp, Inc.
|
3,403 | $526,648 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
3,027 | $475,329 |
All Filings in ORCL
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,013,361 | 20,562 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,752,869 | 18,713 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,751,739 | 14,118 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,634,375 | 9,367 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,083,543 | 9,530 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,106,735 | 7,916 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $1,267,463 | 7,606 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,150,881 | 6,754 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $909,186 | 6,439 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $752,655 | 5,992 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $889 | 13,800 | Put | Sole | 2024-02-05 | |
| 2023-12-31 | $2,104,488 | 19,961 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $20,079 | 13,800 | Put | Sole | 2023-10-31 | |
| 2023-09-30 | $2,134,817 | 20,155 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $14,490 | 13,800 | Put | Sole | 2023-08-02 | |
| 2023-06-30 | $2,353,575 | 19,763 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $540,887 | 5,821 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $467,062 | 5,714 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $365,809 | 5,990 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $419,709 | 6,007 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $474,456 | 5,735 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $498,317 | 5,714 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $497,860 | 5,714 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $440,185 | 5,655 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $383,268 | 5,462 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $349,326 | 5,400 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $322,081 | 5,395 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $303,487 | 5,491 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $244,356 | 5,056 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||