Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,242,744
+$13,935 QoQ
Shares Held
8,480
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,645
of 3,472 holders
Holding Since
Dec 2021
19 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, 2023CallValue
$105,920
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, 2026Morton Capital Management LLC/CA holds $16,689,301 across 4 Software - Infrastructure names. ORCL ranks #2 (7.4% of the industry book) .
All Filings in ORCL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,242,744 | 8,480 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,228,809 | 8,353 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,604,694 | 8,233 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,346,385 | 8,343 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,907,765 | 8,726 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,236,899 | 8,847 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,561,750 | 9,372 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,647,768 | 9,670 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,160,805 | 8,221 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,032,639 | 8,221 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $866,740 | 8,221 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $105,920 | 1,000 | Call | Sole | 2023-12-05 | |
| 2023-09-30 | $866,319 | 8,179 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $974,037 | 8,179 | Shares | Sole | 2023-12-05 | |
| 2023-03-31 | $741,408 | 7,979 | Shares | Sole | 2023-12-05 | |
| 2022-12-31 | $636,345 | 7,785 | Shares | Sole | 2023-12-05 | |
| 2022-09-30 | $475,429 | 7,785 | Shares | Sole | 2023-12-05 | |
| 2022-06-30 | $543,937 | 7,785 | Shares | Sole | 2023-12-05 | |
| 2022-03-31 | $644,053 | 7,785 | Shares | Sole | 2023-12-05 | |
| 2021-12-31 | $667,156 | 7,650 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||