SEC 13F Intelligence

Lewis Asset Management, LLC / ORCL

Lewis Asset Management, LLC’s Oracle Corp Position

Does Lewis Asset Management, LLC own Oracle Corp (ORCL)? Yes — 18.9K shares worth $3M (+1.14% of its 13F portfolio) as of Q1 2026, down from 19.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
18.9K
% of Portfolio
+1.14%
Quarters Held
10
currently held

Position History ORCL

Reported value by quarter
Q4 ’23: $560,912Q4 ’23Q1 ’24: $682,966Q2 ’24: $854,761Q2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $4MQ2 ’25Q3 ’25: $6MQ4 ’25: $4MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.9K$3M+1.14%
Q4 202519.0K$4M+1.51%
Q3 202519.6K$6M+2.27%
Q2 202519.4K$4M+2.00%
Q1 20257.4K$1M+0.86%
Q4 20247.6K$1M+0.97%
Q3 20247.2K$1M+0.90%
Q2 20246.1K$854,761+0.65%
Q1 20245.4K$682,966+0.56%
Q4 20235.3K$560,912+0.52%

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