SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / ORCL

Clifford Swan Investment Counsel LLC’s Oracle Corp Position

Does Clifford Swan Investment Counsel LLC own Oracle Corp (ORCL)? Yes — 242.2K shares worth $36M (+1.21% of its 13F portfolio) as of Q1 2026, down from 248.4K shares the prior filed quarter.

Position Value
$36M
Q1 2026
Shares
242.2K
% of Portfolio
+1.21%
Quarters Held
30
currently held

Position History ORCL

Reported value by quarter
Q4 ’18: $21MQ4 ’18Q1 ’19: $24MQ2 ’19: $25MQ3 ’19: $24MQ4 ’19: $23MQ4 ’19Q1 ’20: $20MQ2 ’20: $23MQ3 ’20: $25MQ4 ’20: $26MQ4 ’20Q1 ’21: $29MQ2 ’21: $36MQ3 ’21: $36MQ4 ’21: $33MQ4 ’21Q1 ’22: $29MQ2 ’22: $24MQ3 ’22: $20MQ4 ’22: $27MQ4 ’22Q1 ’23: $29MQ2 ’23: $36MQ3 ’23: $32MQ4 ’23: $31MQ4 ’23Q1 ’24: $35MQ2 ’24: $39MQ3 ’24: $46MQ4 ’24: $45MQ4 ’24Q1 ’25: $38MQ2 ’25: $58MQ3 ’25: $72MQ4 ’25: $48MQ4 ’25Q1 ’26: $36Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026242.2K$36M+1.21%
Q4 2025248.4K$48M+1.61%
Q3 2025255.7K$72M+2.39%
Q2 2025267.1K$58M+2.06%
Q1 2025270.0K$38M+1.40%
Q4 2024269.5K$45M+1.62%
Q3 2024270.9K$46M+1.64%
Q2 2024274.4K$39M+1.45%
Q1 2024275.1K$35M+1.28%
Q4 2023291.3K$31M+1.19%
Q3 2023298.3K$32M+1.33%
Q2 2023302.4K$36M+1.45%
Q1 2023310.5K$29M+1.21%
Q4 2022325.0K$27M+1.16%
Q3 2022330.8K$20M+0.95%
Q2 2022343.9K$24M+1.04%
Q1 2022346.0K$29M+1.06%
Q4 2021378.2K$33M+1.15%
Q3 2021383.7K$36M+1.33%
Q2 2021396.9K$36M+1.36%
Q1 2021406.5K$29M+1.17%
Q4 2020403.5K$26M+1.14%
Q3 2020415.7K$25M+1.19%
Q2 2020420.2K$23M+1.19%
Q1 2020421.6K$20M+1.24%
Q4 2019425.0K$23M+1.09%
Q3 2019427.1K$24M+1.22%
Q2 2019430.1K$25M+1.29%
Q1 2019444.3K$24M+1.28%
Q4 2018456.8K$21M+1.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of ORCL.