Position in ORCL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,322,720
+$945,302 QoQ
Shares Held
56,791
+13.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#684
of 3,414 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Jun 30, 2026CallValue
$307,755
CallShares
2,100
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, 2026Arkadios Wealth Advisors holds $182,686,994 across 28 Software - Infrastructure names. ORCL ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,396 | $90,418,555 | |
| 2 | PANW |
Palo Alto Networks Inc
|
63,860 | $21,777,536 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
182,940 | $21,343,609 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
15,935 | $12,160,635 | |
| 5 | ORCL |
Oracle Corp
This page
|
56,791 | $8,322,720 | |
| 6 | FTNT |
Fortinet, Inc.
|
29,935 | $4,598,614 | |
| 7 | NTAP |
NetApp, Inc.
|
24,607 | $3,808,178 | |
| 8 | CRWV |
CoreWeave, Inc.
|
34,373 | $3,421,487 |
All Filings in ORCL
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,755 | 2,100 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $8,322,720 | 56,791 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $308,931 | 2,100 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $7,377,418 | 50,149 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8,274,123 | 42,451 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,136,822 | 39,599 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,730,332 | 39,932 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,973,740 | 35,575 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,927,531 | 17,568 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,547,046 | 20,816 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,776,578 | 12,582 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,016,687 | 8,094 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $822,775 | 7,804 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $647,912 | 6,117 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $690,483 | 5,798 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $515,334 | 5,546 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $453,330 | 5,546 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $318,663 | 5,218 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $335,306 | 4,799 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $431,685 | 5,218 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $411,892 | 4,723 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $394,176 | 4,524 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $522,306 | 6,710 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $313,379 | 4,466 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $208,366 | 3,221 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $62,864 | 1,053 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $84,231 | 1,524 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $82,257 | 1,702 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||