Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$967,376
+$20,577 QoQ
Shares Held
6,601
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,854
of 3,481 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 Sep 30, 2021CallValue
$8,713
CallShares
100
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, 2026Cypress Wealth Services, LLC holds $12,323,545 across 7 Software - Infrastructure names. ORCL ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,579 | $9,541,478 | |
| 2 | ORCL |
Oracle Corp
This page
|
6,601 | $967,376 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
6,998 | $816,456 | |
| 4 | CRWV |
CoreWeave, Inc.
|
3,204 | $318,926 | |
| 5 | PANW |
Palo Alto Networks Inc
|
894 | $304,871 | |
| 6 | OKTA |
Okta, Inc.
|
1,771 | $241,652 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,784 | $132,786 |
All Filings in ORCL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,376 | 6,601 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $946,799 | 6,436 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,234,170 | 6,332 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,583,381 | 5,630 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,381,741 | 6,320 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $707,019 | 5,057 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $931,017 | 5,587 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $979,629 | 5,749 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $793,826 | 5,622 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $666,109 | 5,303 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $543,491 | 5,155 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $532,989 | 5,032 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $580,325 | 4,873 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $393,887 | 4,239 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $324,916 | 3,975 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $230,661 | 3,777 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $400,005 | 5,725 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $466,018 | 5,633 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $465,265 | 5,335 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $8,713 | 100 | Call | Sole | 2021-10-13 | |
| 2021-09-30 | $453,947 | 5,210 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $428,353 | 5,503 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $415,125 | 5,916 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $431,546 | 6,671 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $383,214 | 6,419 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $305,753 | 5,532 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $246,096 | 5,092 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||