Torrey Growth & Income Advisors ORCL ORACLE CORP

Ownership history in Torrey Growth & Income Advisors  ·  3 quarters on record

AI Ownership Summary

Torrey Growth & Income Advisors reported ORACLE CORP (ORCL) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 5.29% in 2025 Q3. The latest visible filing shows ORCL at 3.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Torrey Growth & Income Advisors's position in ORACLE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ORCL was reported at 3.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.29% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Torrey Growth & Income Advisors held ORCL — position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 59,872 -1,524 -2.5% 3.58% $8.5M 2026-04-21 $180.54
2025 Q4 REDUCED 61,396 -2,488 -3.9% 4.16% $12.0M 2026-02-17 $152.90
2025 Q3 INITIATED 63,884 5.29% $18.0M 2025-11-13 $215.49

FAQ About Torrey Growth & Income Advisors and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Torrey Growth & Income Advisors reported owning ORCL?

Torrey Growth & Income Advisors reported ORCL across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ORCL position in Torrey Growth & Income Advisors's portfolio?

The largest reported portfolio weight for ORCL was 5.29% in 2025 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2026 Q1, when Torrey Growth & Income Advisors reported 59,872 shares, equal to 3.58% of portfolio, with an estimated market value of $8.5M.

What does the chart on this ORCL ownership page compare?

The chart compares Torrey Growth & Income Advisors's quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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