Core Insights - Peak Financial Advisors LLC initiated a new position in Oracle Corporation, acquiring 11,820 shares valued at approximately $3.32 million as of the quarter ending September 30, 2025 [1][2] - Oracle now represents 1.5620% of Peak Financial Advisors' total reportable assets under management (AUM), which includes 85 reportable positions [2][3] - As of October 7, 2025, Oracle shares were priced at $284.24, reflecting a 67.2% increase over the past year, significantly outperforming the S&P 500 by 51.35 percentage points [3] Company Overview - Oracle Corporation offers a comprehensive suite of cloud software applications, infrastructure technologies, databases, middleware, hardware, and consulting services [4] - The company generates revenue primarily through cloud subscriptions, software licensing, hardware sales, and related support and consulting services, utilizing both direct and indirect sales channels [4][12] - Oracle serves a global client base, including enterprises, government agencies, and educational institutions, focusing on scalable information technology solutions [5] Recent Developments - The new position in Oracle is a significant move for Peak Financial Advisors, placing Oracle among the top 15 holdings in the fund's portfolio [6][7] - There are potential future developments, including a possible deal involving Oracle and TikTok, as well as a strong push towards AI-centric infrastructure in its cloud unit, which may attract investor interest [8] - The decision to acquire Oracle shares indicates a bullish outlook from Peak Financial Advisors, although future actions regarding this position remain uncertain [9]