Position in ORCL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$857,757
-$103,312 QoQ
Shares Held
5,853
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,934
of 3,466 holders
Holding Since
Dec 2023
11 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
$14,655
CallShares
100
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, 2026Unique Wealth Strategies, LLC holds $9,677,616 across 9 Software - Infrastructure names. ORCL ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,138 | $4,154,696 | |
| 2 | FTNT |
Fortinet, Inc.
|
5,928 | $910,659 | |
| 3 | ORCL |
Oracle Corp
This page
|
5,853 | $857,757 | |
| 4 | ATEN |
A10 Networks, Inc.
|
21,365 | $798,196 | |
| 5 | RELY |
Remitly Global, Inc.
|
31,990 | $716,895 | |
| 6 | TDC |
Teradata Corp /De/
|
19,188 | $664,864 | |
| 7 | RAMP |
LiveRamp Holdings, Inc.
|
16,931 | $637,282 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
4,628 | $608,258 |
All Filings in ORCL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,655 | 100 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $857,757 | 5,853 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $961,069 | 6,533 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,711 | 100 | Call | Sole | 2026-07-15 | |
| 2025-12-31 | $1,168,875 | 5,997 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $1,529,664 | 5,439 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $2,443,190 | 11,175 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $1,581,530 | 11,312 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $2,336,292 | 14,020 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $2,488,180 | 14,602 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $1,943,900 | 13,767 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,729,272 | 13,767 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,151,611 | 10,923 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||