Position in ORCL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,611,610
-$127 QoQ
Shares Held
10,997
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,451
of 3,472 holders
Holding Since
Jun 2024
9 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
$0
CallShares
0
PutValue
$1,450,845
PutShares
9,900
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, 2026Key Client Fiduciary Advisors, LLC holds $9,878,770 across 7 Software - Infrastructure names. ORCL ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,201 | $6,416,317 | |
| 2 | ORCL |
Oracle Corp
This page
|
10,997 | $1,611,610 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,386 | $978,394 | |
| 4 | XYZ |
Block, Inc.
|
4,184 | $317,984 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
6,052 | $288,657 | |
| 6 | PANW |
Palo Alto Networks Inc
|
593 | $202,224 | |
| 7 | PDYN |
Palladyne AI Corp.
|
10,458 | $63,584 |
All Filings in ORCL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,611,610 | 10,997 | Shares | Sole | 2026-07-09 | |
| 2026-06-30 | $1,450,845 | 9,900 | Put | Sole | 2026-07-09 | |
| 2026-03-31 | $1,611,737 | 10,956 | Shares | Sole | 2026-04-09 | |
| 2026-03-31 | $1,456,389 | 9,900 | Put | Sole | 2026-04-09 | |
| 2025-12-31 | $2,149,272 | 11,027 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $1,929,609 | 9,900 | Put | Sole | 2026-01-28 | |
| 2025-09-30 | $2,784,276 | 9,900 | Put | Sole | 2025-10-14 | |
| 2025-09-30 | $3,039,923 | 10,809 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,365,139 | 10,818 | Shares | Sole | 2025-07-09 | |
| 2025-06-30 | $2,164,437 | 9,900 | Put | Sole | 2025-07-09 | |
| 2025-03-31 | $1,763,982 | 12,617 | Shares | Sole | 2025-04-10 | |
| 2025-03-31 | $1,635,777 | 11,700 | Put | Sole | 2025-04-10 | |
| 2024-12-31 | $2,088,165 | 12,531 | Shares | Sole | 2025-01-17 | |
| 2024-12-31 | $1,949,688 | 11,700 | Put | Sole | 2025-01-17 | |
| 2024-09-30 | $2,561,282 | 15,031 | Shares | Sole | 2024-10-18 | |
| 2024-09-30 | $2,419,680 | 14,200 | Put | Sole | 2024-10-18 | |
| 2024-06-30 | $2,082,700 | 14,750 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $2,005,040 | 14,200 | Put | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||