SEC 13F Intelligence

Smith Shellnut Wilson LLC /Adv / ORCL

Smith Shellnut Wilson LLC /Adv’s Oracle Corp Position

Does Smith Shellnut Wilson LLC /Adv own Oracle Corp (ORCL)? Yes66.6K shares worth $19M (+7.19% of its 13F portfolio) as of Q3 2025, up from 65.3K shares the prior filed quarter.

Position Value
$19M
Q3 2025
Shares
66.6K
% of Portfolio
+7.19%
Quarters Held
27
currently held

Position History ORCL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $8MQ3 ’23: $7MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $9MQ3 ’24: $11MQ1 ’25: $9MQ1 ’25Q2 ’25: $14MQ3 ’25: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202566.6K$19M+7.19%
Q2 202565.3K$14M+6.19%
Q1 202565.3K$9M+4.19%
Q3 202465.3K$11M+5.03%
Q2 202465.3K$9M+4.48%
Q1 202465.8K$8M+4.38%
Q4 202365.8K$7M+3.98%
Q3 202365.8K$7M+4.27%
Q2 202365.8K$8M+4.42%
Q1 202365.8K$6M+3.72%
Q4 202265.8K$5M+3.32%
Q3 202266.9K$4M+2.72%
Q2 202266.9K$5M+2.89%
Q1 202266.9K$6M+2.90%
Q4 202167.0K$6M+2.89%
Q3 202167.3K$6M+3.39%
Q2 202167.3K$5M+3.05%
Q1 202167.3K$5M+2.88%
Q4 202077.7K$5M+3.00%
Q3 202077.7K$5M+1.73%
Q2 202077.7K$4M+3.08%
Q1 202077.7K$4M+3.15%
Q4 201978.7K$4M+2.78%
Q3 201978.7K$4M+3.21%
Q2 201978.7K$4M+3.37%
Q1 201978.7K$4M+3.35%
Q4 201877.7K$4M+3.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Smith Shellnut Wilson LLC /Adv’s full portfolio or all institutional holders of ORCL.