Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,090,096
-$1,223,115 QoQ
Shares Held
14,262
-36.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,302
of 3,472 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$292,365
PutShares
1,500
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, 2026SteelPeak Wealth, LLC holds $100,829,649 across 10 Software - Infrastructure names. ORCL ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
195,044 | $72,755,312 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
99,778 | $11,641,099 | |
| 3 | PANW |
Palo Alto Networks Inc
|
21,255 | $7,248,380 | |
| 4 | NET |
Cloudflare, Inc.
|
10,035 | $2,461,384 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
44,940 | $2,143,469 | |
| 6 | ORCL |
Oracle Corp
This page
|
14,262 | $2,090,096 | |
| 7 | CRWV |
CoreWeave, Inc.
|
9,385 | $934,182 | |
| 8 | OKTA |
Okta, Inc.
|
5,060 | $690,437 |
All Filings in ORCL
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,096 | 14,262 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,313,211 | 22,522 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,041,097 | 10,472 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $292,365 | 1,500 | Put | Sole | 2026-01-20 | |
| 2025-09-30 | $2,477,161 | 8,808 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,492,149 | 6,825 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,492,611 | 10,676 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,778,055 | 16,671 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,551,740 | 14,975 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,247,762 | 15,919 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $37,683 | 300 | Put | Sole | 2024-04-18 | |
| 2024-03-31 | $2,099,571 | 16,715 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $84,344 | 800 | Put | Sole | 2024-01-24 | |
| 2023-12-31 | $94,887 | 900 | Call | Sole | 2024-01-24 | |
| 2023-12-31 | $2,861,370 | 27,140 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $52,960 | 500 | Call | Sole | 2023-11-03 | |
| 2023-09-30 | $2,847,447 | 26,883 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,302,844 | 10,940 | Shares | Sole | 2023-08-03 | |
| 2023-06-30 | $178,635 | 1,500 | Call | Sole | 2023-08-03 | |
| 2023-03-31 | $374,560 | 4,031 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $305,625 | 3,739 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $515,797 | 8,446 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $619,118 | 8,861 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,893,647 | 34,977 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,229,211 | 37,028 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,311,375 | 38,005 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,776,786 | 35,673 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $682,333 | 9,724 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $358,511 | 5,542 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $263,157 | 4,408 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $857,569 | 15,516 | Shares | Sole | 2020-07-21 | |
| 2020-06-30 | $22,108 | 400 | Call | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||