SEC 13F Intelligence

West Branch Capital LLC / ORCL

West Branch Capital LLC’s Oracle Corp Position

Does West Branch Capital LLC own Oracle Corp (ORCL)? Yes43.0K shares worth $6M (+1.47% of its 13F portfolio) as of Q2 2026, up from 42.7K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
43.0K
% of Portfolio
+1.47%
Quarters Held
31
currently held

Position History ORCL

Reported value by quarter
Q4 ’18: $749,000Q4 ’18Q1 ’19: $892,000Q2 ’19: $946,000Q3 ’19: $920,000Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $9MQ3 ’25: $11MQ4 ’25: $8MQ4 ’25Q1 ’26: $6MQ2 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202643.0K$6M+1.47%
Q1 202642.7K$6M+1.68%
Q4 202541.9K$8M+2.11%
Q3 202540.8K$11M+3.01%
Q2 202540.4K$9M+2.61%
Q1 202539.6K$6M+1.85%
Q4 202437.4K$6M+1.99%
Q3 202436.1K$6M+2.13%
Q2 202435.5K$5M+1.86%
Q1 202434.9K$4M+1.77%
Q4 202332.8K$3M+1.63%
Q3 202332.3K$3M+1.80%
Q2 202331.9K$4M+1.90%
Q1 202331.7K$3M+1.64%
Q4 202231.8K$3M+1.60%
Q3 202231.9K$2M+1.21%
Q2 202232.2K$2M+1.30%
Q1 202232.0K$3M+1.27%
Q4 202132.9K$3M+1.22%
Q3 202132.3K$3M+1.35%
Q2 202132.2K$3M+1.23%
Q1 202131.4K$2M+1.29%
Q4 202032.0K$2M+1.22%
Q3 202031.2K$2M+1.19%
Q2 202030.3K$2M+1.18%
Q1 202021.9K$1M+1.01%
Q4 201923.0K$1M+0.85%
Q3 201916.7K$920,000+0.68%
Q2 201916.6K$946,000+0.78%
Q1 201916.6K$892,000+0.80%
Q4 201816.6K$749,000+0.79%

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