Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$327,685
-$370 QoQ
Shares Held
2,236
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,758
of 3,472 holders
Holding Since
Mar 2023
14 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
$73,275
CallShares
500
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, 2026SHELTON WEALTH MANAGEMENT, LLC holds $7,751,881 across 7 Software - Infrastructure names. ORCL ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,363 | $2,000,506 | |
| 2 | FTNT |
Fortinet, Inc.
|
12,080 | $1,855,729 | |
| 3 | TWLO |
Twilio Inc
|
7,898 | $1,629,594 | |
| 4 | MDB |
MongoDB, Inc.
|
3,782 | $1,270,373 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,408 | $480,156 | |
| 6 | ORCL |
Oracle Corp
This page
|
2,236 | $327,685 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,610 | $187,838 |
All Filings in ORCL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,685 | 2,236 | Shares | Sole | 2026-07-13 | |
| 2026-06-30 | $73,275 | 500 | Call | Sole | 2026-07-13 | |
| 2026-03-31 | $328,055 | 2,230 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $433,479 | 2,224 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $58,473 | 300 | Call | Sole | 2026-01-26 | |
| 2025-09-30 | $624,352 | 2,220 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $484,484 | 2,216 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $308,700 | 2,208 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $367,107 | 2,203 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $374,539 | 2,198 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $309,510 | 2,192 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $274,332 | 2,184 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $229,521 | 2,177 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $229,740 | 2,169 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $257,472 | 2,162 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $200,056 | 2,153 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||