Position in ORCL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,389,815
-$383,810 QoQ
Shares Held
36,778
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#853
of 3,466 holders
Holding Since
Jun 2023
13 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 Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$1,124,960
PutShares
4,000
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, 2026Portside Wealth Group, LLC holds $29,697,458 across 17 Software - Infrastructure names. ORCL ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
43,724 | $16,309,926 | |
| 2 | ORCL |
Oracle Corp
This page
|
36,778 | $5,389,815 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,791 | $1,375,655 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,219 | $1,097,742 | |
| 5 | RBRK |
Rubrik, Inc.
|
9,332 | $749,172 | |
| 6 | XYZ |
Block, Inc.
|
9,627 | $731,652 | |
| 7 | NET |
Cloudflare, Inc.
|
2,598 | $637,237 | |
| 8 | FTNT |
Fortinet, Inc.
|
4,092 | $628,612 |
All Filings in ORCL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,389,815 | 36,778 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,773,625 | 39,247 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $10,467,836 | 53,706 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $15,933,651 | 56,655 | Shares | Sole | 2025-11-05 | |
| 2025-09-30 | $1,124,960 | 4,000 | Put | Sole | 2025-11-05 | |
| 2025-06-30 | $14,089,391 | 64,444 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,545,666 | 68,276 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,321,348 | 61,938 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $8,912,771 | 52,305 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,005,300 | 21,284 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $2,714,180 | 21,608 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $2,324,098 | 22,044 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $2,384,259 | 22,510 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $2,485,408 | 20,870 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||