CALTON & ASSOCIATES, INC.

Position in ORCL — Oracle Corp

CIK 822648 Tampa, FL

Position in ORCL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,262,967

-$313,610 QoQ

Shares Held

8,618

-19.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,634

of 3,472 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $9,096,789 across 7 Software - Infrastructure names. ORCL ranks #2 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	14,343	$5,350,225
2	ORCL	Oracle Corp This page	8,618	$1,262,967
3	PLTR	Palantir Technologies Inc.	8,685	$1,013,278
4	PANW	Palo Alto Networks Inc	2,106	$718,188
5	CRWD	CrowdStrike Holdings, Inc.	2,152	$410,569
6	SNPS	Synopsys Inc	462	$206,084
7	PAGS	PagSeguro Digital Ltd.	14,970	$135,478

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,262,967	8,618	-19.6%	Shares	Sole	2026-08-10
2026-03-31	$1,576,577	10,717	+120.0%	Shares	Sole	2026-05-13
2025-12-31	$949,601	4,872	+102.7%	Shares	Sole	2026-02-10
2025-09-30	$675,819	2,403	+2.4%	Shares	Sole	2025-11-07
2025-06-30	$513,124	2,347	-29.8%	Shares	Sole	2025-08-12
2022-06-30	$233,435	3,341	-25.6%	Shares	Sole	2022-07-12
2022-03-31	$371,374	4,489	+1.4%	Shares	Sole	2022-04-26
2021-12-31	$386,253	4,429	-14.6%	Shares	Sole	2022-01-13
2021-09-30	$452,117	5,189	-35.6%	Shares	Sole	2021-11-05
2021-06-30	$627,079	8,056	-6.9%	Shares	Sole	2021-08-11
2021-03-31	$607,461	8,657	+11.8%	Shares	Sole	2021-05-03
2020-12-31	$500,765	7,741	+11.9%	Shares	Sole	2021-01-25
2020-09-30	$412,825	6,915	+14.5%	Shares	Sole	2020-10-30
2020-06-30	$333,664	6,037	+23.0%	Shares	Sole	2020-08-10
2020-03-31	$237,251	4,909	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.