SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in ORCL — Oracle Corp
CIK 1794153
MINNEAPOLIS, MN
Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$843,834
-$1,018 QoQ
Shares Held
5,758
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,962
of 3,492 holders
Holding Since
Mar 2021
22 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, 2025CallValue
$0
CallShares
0
PutValue
$84,372
PutShares
300
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, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $15,408,665 across 6 Software - Infrastructure names. ORCL ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
18,159 | $6,192,582 | |
| 2 | MSFT |
Microsoft Corp
|
15,390 | $5,740,777 | |
| 3 | INFQ |
Infleqtion, Inc.
|
127,704 | $1,701,017 | |
| 4 | ORCL |
Oracle Corp
This page
|
5,758 | $843,834 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,529 | $645,068 | |
| 6 | LSAK |
Lesaka Technologies Inc
|
57,422 | $285,387 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,834 | 5,758 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $844,852 | 5,743 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,133,791 | 5,817 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $84,372 | 300 | Put | Sole | 2025-11-07 | |
| 2025-09-30 | $1,575,225 | 5,601 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,327,302 | 6,071 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $841,236 | 6,017 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,052,831 | 6,318 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,078,461 | 6,329 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $893,654 | 6,329 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $805,913 | 6,416 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $760,782 | 7,216 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $764,318 | 7,216 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $859,353 | 7,216 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $651,833 | 7,015 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $573,406 | 7,015 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $245,196 | 4,015 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $280,528 | 4,015 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $332,160 | 4,015 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $350,148 | 4,015 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $350,436 | 4,022 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $321,790 | 4,134 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $290,082 | 4,134 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||