LVM CAPITAL MANAGEMENT LTD/MI

Position in ORCL — Oracle Corp

CIK 1053054 PORTAGE, MI

Position in ORCL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$734,362

-$17,517 QoQ

Shares Held

5,011

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,070

of 3,472 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LVM CAPITAL MANAGEMENT LTD/MI holds $98,140,219 across 4 Software - Infrastructure names. ORCL ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	168,745	$62,945,259
2	PANW	Palo Alto Networks Inc	56,112	$19,135,314
3	FTNT	Fortinet, Inc.	99,761	$15,325,284
4	ORCL	Oracle Corp This page	5,011	$734,362

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$734,362	5,011	-2.0%	Shares	Sole	2026-07-09
2026-03-31	$751,879	5,111	-1.9%	Shares	Sole	2026-04-02
2025-12-31	$1,015,676	5,211	-1.0%	Shares	Sole	2026-01-12
2025-09-30	$1,479,603	5,261	0.0%	Shares	Sole	2025-10-09
2025-06-30	$1,150,212	5,261	0.0%	Shares	Sole	2025-07-02
2025-03-31	$735,540	5,261	-0.9%	Shares	Sole	2025-04-08
2024-12-31	$885,025	5,311	-7.4%	Shares	Sole	2025-01-10
2024-09-30	$810	5,734	0.0%	Shares	Sole	2024-10-03
2024-06-30	$809,640	5,734	+16.8%	Shares	Sole	2024-07-16
2024-03-31	$616,870	4,911	-18.0%	Shares	Sole	2024-04-15
2023-12-31	$631,103	5,986	+3.5%	Shares	Sole	2024-01-12
2023-09-30	$612,853	5,786	0.0%	Shares	Sole	2023-10-10
2023-06-30	$689,054	5,786	0.0%	Shares	Sole	2023-07-07
2023-03-31	$537,635	5,786	+18.4%	Shares	Sole	2023-04-17
2022-12-31	$399,381	4,886	0.0%	Shares	Sole	2023-01-03
2022-09-30	$298,388	4,886	-11.3%	Shares	Sole	2022-10-05
2022-06-30	$385,053	5,511	0.0%	Shares	Sole	2022-07-14
2022-03-31	$455,925	5,511	-3.1%	Shares	Sole	2022-04-13
2021-12-31	$495,876	5,686	+0.9%	Shares	Sole	2022-01-04
2021-09-30	$491,064	5,636	0.0%	Shares	Sole	2021-10-05
2021-06-30	$438,706	5,636	-1.3%	Shares	Sole	2021-07-08
2021-03-31	$400,740	5,711	-10.9%	Shares	Sole	2021-04-06
2020-12-31	$414,727	6,411	-2.3%	Shares	Sole	2021-01-11
2020-09-30	$391,691	6,561	-4.5%	Shares	Sole	2020-10-05
2020-06-30	$379,649	6,869	+7.9%	Shares	Sole	2020-07-13
2020-03-31	$307,813	6,369	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.