J. Derek Lewis & Associates Inc.

Position in ORCL — Oracle Corp

CIK 2077884 NEWPORT BEACH, CA

Position in ORCL

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

Position Value

$416,788

+$14,884 QoQ

Shares Held

2,844

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,540

of 3,481 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

J. Derek Lewis & Associates Inc. holds $7,113,296 across 3 Software - Infrastructure names. ORCL ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	14,689	$5,479,290
2	PLTR	Palantir Technologies Inc.	10,433	$1,217,218
3	ORCL	Oracle Corp This page	2,844	$416,788

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$416,788	2,844	+4.1%	Shares	Sole	2026-07-31
2026-03-31	$401,904	2,732	-36.1%	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.