ORCL — Oracle Corporation COM

Ownership history in TOTH FINANCIAL ADVISORY CORP  ·  70 quarters on record

AI Ownership Summary

TOTH FINANCIAL ADVISORY CORP reported Oracle Corporation COM (ORCL) in 70 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.35% in 2025 Q3. The latest visible filing shows ORCL at 1.39% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOTH FINANCIAL ADVISORY CORP's position in Oracle Corporation COM, 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
2025 Q4

ORCL was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.35% 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
2023 Q3 to 2025 Q4

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.

ORCL stock page TOTH FINANCIAL ADVISORY CORP fund profile TOTH FINANCIAL ADVISORY CORP full holdings
How TOTH FINANCIAL ADVISORY CORP held ORCL — position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 65,646 -11,704 -15.1% 1.39% $12.8M 2026-02-14 (Est.) $160.14
2025 Q3 REDUCED 77,350 -6,115 -7.3% 2.35% $21.8M 2025-10-09 $296.18
2025 Q2 REDUCED 83,465 -555 -0.7% 2.13% $18.2M 2025-07-14 $228.28
2025 Q1 REDUCED 84,020 -2,338 -2.7% 1.41% $11.7M 2025-04-14 $133.77
2024 Q4 REDUCED 86,358 -3,722 -4.1% 1.69% $14.4M 2025-01-21 $170.84
2024 Q3 REDUCED 90,080 -2,335 -2.5% 1.81% $15.3M 2024-10-21 $171.60
2024 Q2 REDUCED 92,415 -1,009 -1.1% 1.66% $13.0M 2024-07-16 $140.52
2024 Q1 ADDED 93,424 +1,109 +1.2% 1.47% $11.7M 2024-04-16 $118.52
2023 Q4 ADDED 92,315 +1,174 +1.3% 1.32% $9.7M 2024-01-26 $112.28
2023 Q3 REDUCED 91,141 -2,899 -3.1% 1.47% $9.7M 2023-10-12 $106.45
60 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ORCL

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 48.54% ShankerValleau Wealth Advisors, Inc. 3Y 17.21% M37 Management LP 13.39% Broad Peak Investment Advisers Pte Ltd 12.13% Fairbanks Capital Management, Inc. 3Y 7Y 10.43% Deuterium Capital Management, LLC 3Y 10.18% JONES ROAD CAPITAL MANAGEMENT, L.P. 3Y 9.45% Valliance Asset Management Ltd 3Y 9.32% BRIGADE CAPITAL MANAGEMENT, LP 3Y 7Y 8.24% CALEDONIA INVESTMENTS PLC 3Y 7Y 8.06%

FAQ About TOTH FINANCIAL ADVISORY CORP and ORCL

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

How long has TOTH FINANCIAL ADVISORY CORP reported owning ORCL?

TOTH FINANCIAL ADVISORY CORP reported ORCL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ORCL position in TOTH FINANCIAL ADVISORY CORP's portfolio?

The largest reported portfolio weight for ORCL was 2.35% in 2025 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q4, when TOTH FINANCIAL ADVISORY CORP reported 65,646 shares, equal to 1.39% of portfolio, with an estimated market value of $12.8M.

What does the chart on this ORCL ownership page compare?

The chart compares TOTH FINANCIAL ADVISORY CORP'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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