Duncan Williams Asset Management, LLC

Position in ORCL — Oracle Corp

CIK 2011771 MEMPHIS, TN

Position in ORCL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$427,779

-$22,377 QoQ

Shares Held

2,919

-4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,512

of 3,471 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Duncan Williams Asset Management, LLC holds $8,828,752 across 4 Software - Infrastructure names. ORCL ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	17,243	$6,431,983
2	FTNT	Fortinet, Inc.	9,203	$1,413,764
3	CORZ	Core Scientific, Inc./tx	21,697	$555,226
4	ORCL	Oracle Corp This page	2,919	$427,779

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$427,779	2,919	-4.6%	Shares	Sole	2026-07-22
2026-03-31	$450,156	3,060	+2.1%	Shares	Sole	2026-05-05
2025-12-31	$583,950	2,996	+0.7%	Shares	Sole	2026-02-05
2025-09-30	$836,970	2,976	-1.4%	Shares	Sole	2025-11-12
2025-06-30	$660,043	3,019	+0.6%	Shares	Sole	2025-07-22
2025-03-31	$419,709	3,002	-2.4%	Shares	Sole	2025-04-21
2024-12-31	$512,584	3,076	+141.1%	Shares	Sole	2025-01-21
2024-09-30	$217,430	1,276	—	Shares	Sole	2024-10-03
No filing history on record for this holder in this stock.