SEC 13F Intelligence

Bell Asset Management Ltd / ORCL

Bell Asset Management Ltd’s Oracle Corp Position

Does Bell Asset Management Ltd own Oracle Corp (ORCL)? Yes — 27.3K shares worth $4M (+1.18% of its 13F portfolio) as of Q1 2026, down from 29.8K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
27.3K
% of Portfolio
+1.18%
Quarters Held
30
currently held

Position History ORCL

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $16MQ2 ’19: $15MQ3 ’19: $15MQ4 ’19: $8MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $11MQ4 ’20: $13MQ4 ’20Q1 ’21: $10MQ2 ’21: $9MQ3 ’21: $11MQ4 ’21: $11MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $11MQ4 ’22: $12MQ4 ’22Q1 ’23: $9MQ2 ’23: $7MQ3 ’23: $7MQ4 ’23: $9MQ4 ’23Q1 ’24: $11MQ2 ’24: $10MQ3 ’24: $8MQ4 ’24: $6MQ4 ’24Q1 ’25: $9MQ2 ’25: $8MQ3 ’25: $3MQ4 ’25: $6MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.3K$4M+1.18%
Q4 202529.8K$6M+1.56%
Q3 202511.3K$3M+0.87%
Q2 202538.6K$8M+1.86%
Q1 202564.1K$9M+1.65%
Q4 202436.0K$6M+1.09%
Q3 202446.2K$8M+1.44%
Q2 202470.3K$10M+1.39%
Q1 202487.1K$11M+1.60%
Q4 202387.4K$9M+1.41%
Q3 202363.6K$7M+1.11%
Q2 202362.0K$7M+1.26%
Q1 2023100.9K$9M+1.71%
Q4 2022141.4K$12M+2.16%
Q3 2022175.9K$11M+2.18%
Q2 2022146.6K$10M+2.02%
Q1 2022143.0K$12M+2.04%
Q4 2021127.2K$11M+1.79%
Q3 2021123.0K$11M+1.83%
Q2 2021116.1K$9M+1.77%
Q1 2021149.2K$10M+2.25%
Q4 2020195.0K$13M+2.76%
Q3 2020185.7K$11M+2.76%
Q2 2020185.5K$10M+2.78%
Q1 2020163.7K$8M+2.47%
Q4 2019149.4K$8M+2.04%
Q3 2019271.0K$15M+2.29%
Q2 2019271.0K$15M+2.50%
Q1 2019292.4K$16M+2.70%
Q4 2018299.6K$14M+2.84%

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