Position in ORCL
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$401,904
-$430,946 QoQ
Shares Held
2,732
-36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026J. Derek Lewis & Associates Inc. holds $8,434,841 across 5 Software - Infrastructure names. ORCL ranks #4 (4.8% of the industry book) .
All Filings in ORCL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $401,904 | 2,732 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $832,850 | 4,273 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||