Lewis Asset Management, LLC

Position in ORCL — Oracle Corp

CIK 2004520 LAFAYETTE, CA

Position in ORCL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,785,915

-$201 QoQ

Shares Held

19,010

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#1,138

of 3,472 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lewis Asset Management, LLC holds $10,685,908 across 6 Software - Infrastructure names. ORCL ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	14,864	$5,544,569
2	ORCL	Oracle Corp This page	19,010	$2,785,915
3	PANW	Palo Alto Networks Inc	2,828	$964,404
4	CRWD	CrowdStrike Holdings, Inc.	19,616	$935,609
5	NET	Cloudflare, Inc.	1,004	$246,261
6	TOST	Toast, Inc.	7,518	$209,150

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,785,915	19,010	+0.4%	Shares	Sole	2026-07-21
2026-03-31	$2,786,116	18,939	-0.2%	Shares	Sole	2026-04-21
2025-12-31	$3,699,781	18,982	-3.2%	Shares	Sole	2026-01-15
2025-09-30	$5,515,678	19,612	+1.0%	Shares	Sole	2025-10-20
2025-06-30	$4,243,389	19,409	+161.6%	Shares	Sole	2025-07-14
2025-03-31	$1,037,110	7,418	-2.8%	Shares	Sole	2025-05-05
2024-12-31	$1,271,629	7,631	+5.9%	Shares	Sole	2025-01-23
2024-09-30	$1,227,902	7,206	+19.0%	Shares	Sole	2024-10-31
2024-06-30	$854,824	6,054	+11.3%	Shares	Sole	2024-07-30
2024-03-31	$682,941	5,437	+2.2%	Shares	Sole	2024-05-01
2023-12-31	$560,887	5,320	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.