LOUNTZIS ASSET MANAGEMENT, LLC

Position in ORCL — Oracle Corp

CIK 1821168 WYOMISSING, PA

Position in ORCL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$13,531,840

-$116,437 QoQ

Shares Held

92,336

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.36%

of 13F equity value

Holder Rank

#549

of 3,472 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Technology · as of Jun 30, 2026

LOUNTZIS ASSET MANAGEMENT, LLC holds $20,803,090 across 3 Software - Infrastructure names. ORCL ranks #1 (65.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORCL	Oracle Corp This page	92,336	$13,531,840
2	NET	Cloudflare, Inc.	26,924	$6,603,918
3	MSFT	Microsoft Corp	1,789	$667,332

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,531,840	92,336	-0.5%	Shares	Sole	2026-07-31
2026-03-31	$13,648,277	92,776	+3.7%	Shares	Sole	2026-05-07
2025-12-31	$17,437,623	89,465	-0.7%	Shares	Sole	2026-02-06
2025-09-30	$25,349,286	90,134	-0.2%	Shares	Sole	2025-10-30
2025-06-30	$19,751,252	90,341	0.0%	Shares	Sole	2025-07-31
2025-03-31	$12,630,575	90,341	+49.2%	Shares	Sole	2025-04-30
2024-12-31	$10,090,885	60,555	-0.6%	Shares	Sole	2025-02-03
2024-09-30	$10,385,198	60,946	-0.1%	Shares	Sole	2024-11-04
2024-06-30	$8,614,753	61,011	0.0%	Shares	Sole	2024-08-01
2024-03-31	$7,663,591	61,011	0.0%	Shares	Sole	2024-05-02
2023-12-31	$6,432,389	61,011	-0.9%	Shares	Sole	2024-01-19
2023-09-30	$6,517,787	61,535	0.0%	Shares	Sole	2023-11-13
2023-06-30	$7,328,203	61,535	-2.9%	Shares	Sole	2023-08-15
2023-03-31	$5,888,526	63,372	0.0%	Shares	Sole	2023-04-28
2022-12-31	$5,180,027	63,372	-2.5%	Shares	Sole	2023-02-07
2022-09-30	$3,969,611	65,001	-0.2%	Shares	Sole	2022-10-25
2022-06-30	$4,552,799	65,161	0.0%	Shares	Sole	2022-08-15
2022-03-31	$5,390,769	65,161	-0.0%	Shares	Sole	2022-04-26
2021-12-31	$5,685,307	65,191	0.0%	Shares	Sole	2022-01-26
2021-09-30	$5,680,091	65,191	-0.0%	Shares	Sole	2021-10-29
2021-06-30	$5,074,545	65,192	-0.0%	Shares	Sole	2021-08-16
2021-03-31	$4,575,926	65,212	-0.8%	Shares	Sole	2021-04-20
2020-12-31	$4,251,168	65,716	0.0%	Shares	Sole	2021-02-09
2020-09-30	$3,923,245	65,716	0.0%	Shares	Sole	2020-11-05
2020-06-30	$3,632,123	65,716	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.