Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$715,017
-$13,471 QoQ
Shares Held
4,879
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,088
of 3,472 holders
Holding Since
Jun 2020
24 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 Jun 30, 2020CallValue
$55,270
CallShares
1,000
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, 2026Intrua Financial, LLC holds $10,647,425 across 6 Software - Infrastructure names. ORCL ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
20,153 | $7,517,472 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
9,367 | $1,092,847 | |
| 3 | ORCL |
Oracle Corp
This page
|
4,879 | $715,017 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,865 | $636,002 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,882 | $485,954 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,196 | $200,133 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,017 | 4,879 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $728,488 | 4,952 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $877,484 | 4,502 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,275,423 | 4,535 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $787,505 | 3,602 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $503,455 | 3,601 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $598,070 | 3,589 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $677,340 | 3,975 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $559,575 | 3,963 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $493,521 | 3,929 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $445,441 | 4,225 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $487,020 | 4,598 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $558,651 | 4,691 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $363,503 | 3,912 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $238,762 | 2,921 | Shares | Sole | 2023-01-20 | |
| 2022-06-30 | $393,787 | 5,636 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $567,693 | 6,862 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $601,487 | 6,897 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $640,579 | 7,352 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $499,654 | 6,419 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $473,366 | 6,746 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $283,730 | 4,386 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $261,844 | 4,386 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $264,190 | 4,780 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $55,270 | 1,000 | Call | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||