Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$156,075
-$51,893 QoQ
Shares Held
1,065
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#3,226
of 3,472 holders
Holding Since
Jun 2025
4 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, 2026CallValue
$146,550
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, 2026Alpha Financial Advisors, LLC holds $599,745 across 3 Software - Infrastructure names. ORCL ranks #2 (26.0% of the industry book) .
All Filings in ORCL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,550 | 1,000 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $156,075 | 1,065 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $207,968 | 1,067 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $301,489 | 1,072 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $233,278 | 1,067 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||