Position in ORCL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,552,314
+$197,672 QoQ
Shares Held
17,416
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,185
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Jun 30, 2026CallValue
$29,310
CallShares
200
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, 2026180 WEALTH ADVISORS, LLC holds $74,760,395 across 18 Software - Infrastructure names. ORCL ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,359 | $40,047,054 | |
| 2 | TWLO |
Twilio Inc
|
50,259 | $10,369,939 | |
| 3 | PATH |
UiPath, Inc.
|
520,891 | $5,662,085 | |
| 4 | CRWV |
CoreWeave, Inc.
|
33,137 | $3,298,456 | |
| 5 | PANW |
Palo Alto Networks Inc
|
8,365 | $2,852,632 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
54,932 | $2,620,050 | |
| 7 | ORCL |
Oracle Corp
This page
|
17,416 | $2,552,314 | |
| 8 | ZS |
Zscaler, Inc.
|
10,539 | $1,487,579 |
All Filings in ORCL
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,310 | 200 | Call | Sole | 2026-07-07 | |
| 2026-06-30 | $2,552,314 | 17,416 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,354,642 | 16,006 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,381,215 | 12,217 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,333,729 | 8,298 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,782,927 | 8,155 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,141,408 | 8,164 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,386,778 | 8,322 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,423,010 | 8,351 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,172,101 | 8,301 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $990,937 | 7,889 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $830,155 | 7,874 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $825,858 | 7,797 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $927,353 | 7,787 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $769,749 | 8,284 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $686,452 | 8,398 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $516,468 | 8,457 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $584,322 | 8,363 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $679,296 | 8,211 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $17,442 | 200 | Call | Sole | 2022-01-26 | |
| 2021-12-31 | $660,615 | 7,575 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $700,525 | 8,040 | Shares | Sole | 2021-10-28 | |
| 2021-09-30 | $17,426 | 200 | Call | Sole | 2021-10-28 | |
| 2021-06-30 | $587,224 | 7,544 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $15,568 | 200 | Call | Sole | 2021-08-13 | |
| 2021-03-31 | $526,976 | 7,510 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $585,638 | 9,053 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $594,671 | 9,961 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $571,215 | 10,335 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $503,308 | 10,414 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||