SEC 13F Intelligence

Foundations Investment Advisors, LLC / ORCL

Foundations Investment Advisors, LLC’s Oracle Corp Position

Does Foundations Investment Advisors, LLC own Oracle Corp (ORCL)? Yes335.3K shares worth $49M (+0.61% of its 13F portfolio) as of Q1 2026, up from 268.2K shares the prior filed quarter.

Position Value
$49M
Q1 2026
Shares
335.3K
% of Portfolio
+0.61%
Quarters Held
29
currently held

Position History ORCL

Reported value by quarter
Q4 ’18: $403,000Q4 ’18Q1 ’19: $282,000Q2 ’19: $232,000Q3 ’19: $219,000Q1 ’20: $294,000Q1 ’20Q2 ’20: $308,000Q3 ’20: $369,000Q4 ’20: $296,000Q1 ’21: $370,000Q1 ’21Q2 ’21: $457,000Q3 ’21: $530,000Q4 ’21: $743,000Q1 ’22: $595,000Q1 ’22Q2 ’22: $507,000Q3 ’22: $1MQ4 ’22: $2MQ1 ’23: $3MQ1 ’23Q2 ’23: $2MQ3 ’23: $1MQ4 ’23: $2MQ1 ’24: $12MQ1 ’24Q2 ’24: $17MQ3 ’24: $22MQ4 ’24: $27MQ1 ’25: $27MQ1 ’25Q2 ’25: $47MQ3 ’25: $64MQ4 ’25: $52MQ1 ’26: $49MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026335.3K$49M+0.61%
Q4 2025268.2K$52M+0.69%
Q3 2025226.6K$64M+0.93%
Q2 2025212.7K$47M+0.73%
Q1 2025190.9K$27M+0.49%
Q4 2024164.6K$27M+0.53%
Q3 2024131.9K$22M+0.47%
Q2 2024122.4K$17M+0.42%
Q1 202495.3K$12M+0.31%
Q4 202313.1K$2M+0.04%
Q3 202312.4K$1M+0.04%
Q2 202317.3K$2M+0.07%
Q1 202327.6K$3M+0.09%
Q4 202227.6K$2M+0.09%
Q3 202219.3K$1M+0.05%
Q2 20227.1K$507,000+0.02%
Q1 20227.5K$595,000+0.02%
Q4 20218.4K$743,000+0.03%
Q3 20215.8K$530,000+0.02%
Q2 20215.2K$457,000+0.02%
Q1 20215.0K$370,000+0.02%
Q4 20204.7K$296,000+0.02%
Q3 20206.3K$369,000+0.08%
Q2 20205.5K$308,000+0.03%
Q1 20206.0K$294,000+0.03%
Q3 20194.1K$219,000+0.03%
Q2 20193.9K$232,000+0.03%
Q1 20195.2K$282,000+0.05%
Q4 20187.9K$403,000+0.09%

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