SEC 13F Intelligence

Citadel Investment Advisory, Inc. / ORCL

Citadel Investment Advisory, Inc.’s Oracle Corp Position

Does Citadel Investment Advisory, Inc. own Oracle Corp (ORCL)? Yes — 22.4K shares worth $3M (+1.57% of its 13F portfolio) as of Q1 2026, down from 23.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
22.4K
% of Portfolio
+1.57%
Quarters Held
22
currently held

Position History ORCL

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $2MQ1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $1MQ4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $3MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $3MQ2 ’25: $5MQ2 ’25Q3 ’25: $7MQ4 ’25: $5MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.4K$3M+1.57%
Q4 202523.1K$5M+1.95%
Q3 202523.1K$7M+2.99%
Q2 202523.1K$5M+2.45%
Q1 202524.0K$3M+1.65%
Q4 202422.8K$4M+1.97%
Q3 202422.6K$4M+2.02%
Q2 202422.2K$3M+1.78%
Q1 202422.2K$3M+1.57%
Q4 202322.2K$2M+1.43%
Q3 202322.2K$2M+1.54%
Q2 202322.2K$3M+1.71%
Q1 202322.8K$2M+1.44%
Q4 202222.5K$2M+1.26%
Q3 202222.7K$1M+1.06%
Q2 202223.1K$2M+1.09%
Q1 202223.6K$2M+1.13%
Q4 202123.8K$2M+1.22%
Q3 202123.9K$2M+1.29%
Q2 202123.9K$2M+1.15%
Q1 202124.3K$2M+1.12%
Q4 202024.4K$2M+1.13%

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