SEC 13F Intelligence

Delphi Management Inc /Ma/ / ORCL

Delphi Management Inc /Ma/’s Oracle Corp Position

Does Delphi Management Inc /Ma/ own Oracle Corp (ORCL)? Not currently — the last reported position was 5.1K shares worth $1M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q3 2025
Shares
5.1K
% of Portfolio
+1.32%
Quarters Held
8
position exited

Position History ORCL

Reported value by quarter
Q2 ’23: $1MQ2 ’23Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $1MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20255.1K$1M+1.32%
Q2 20257.3K$2M+1.54%
Q1 20257.9K$1M+1.12%
Q4 20248.1K$1M+1.31%
Q2 202412.9K$2M+1.48%
Q1 202413.1K$2M+1.27%
Q4 202311.6K$1M+1.26%
Q2 202311.8K$1M+1.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Delphi Management Inc /Ma/’s full portfolio or all institutional holders of ORCL.