Valeo Financial Advisors, LLC ORCL — ORACLE CORP COM

Ownership history in Valeo Financial Advisors, LLC  ·  35 quarters on record

AI Ownership Summary

Valeo Financial Advisors, LLC reported ORACLE CORP COM (ORCL) in 35 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.57% in 2025 Q3. The latest visible filing shows ORCL at 0.39% 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 Valeo Financial Advisors, LLC's position in ORACLE CORP 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 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% 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 Q4 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 Valeo Financial Advisors, LLC fund profile Valeo Financial Advisors, LLC full holdings
How Valeo Financial Advisors, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 90,582 +1,623 +1.8% 0.39% $17.7M 2026-02-14 (Est.) $159.58
2025 Q3 REDUCED — — — 88,959 -2,093 -2.3% 0.57% $25.0M 2025-11-03 $256.28
2025 Q2 ADDED — — — 91,052 +265 +0.3% 0.48% $19.9M 2025-07-22 $236.25
2025 Q1 ADDED — — — 90,787 +7,416 +8.9% 0.35% $12.7M 2025-04-30 $139.32
2024 Q4 ADDED — — — 83,371 +2,382 +2.9% 0.39% $13.9M 2025-01-30 $168.08
2024 Q3 REDUCED — — — 80,989 -27 -0.0% 0.39% $13.8M 2024-10-10 $172.62
2024 Q2 ADDED — — — 81,016 +2,139 +2.7% 0.36% $11.4M 2024-07-10 $139.11
2024 Q1 ADDED — — — 78,877 +1,771 +2.3% 0.34% $9.9M 2024-04-19 $112.48
2023 Q4 ADDED — — — 77,106 +76,606 +15321.2% 0.33% $8.1M 2024-01-29 $111.02
2023 Q4 REDUCED 99.4% +19.5% ❌ 500 -76,445 -99.4% 0.00% $53 2024-01-29 $111.02
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ORCL

As of 2026 Q1 — sorted by position size

ShankerValleau Wealth Advisors, Inc. 3Y 13.2% Broad Peak Investment Advisers Pte Ltd 10.36% CALEDONIA INVESTMENTS PLC 3Y 7Y 6.41% Kenora Financial, LLC 5.39% NIGHTVIEW CAPITAL, LLC 3Y 7Y 4.75% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 4.71% HAMILTON CAPITAL PARTNERS, LLC 4.47% SPRING CAPITAL MANAGEMENT, LLC 3Y 4.41% STONEBRIDGE CAPITAL MANAGEMENT INC 3Y 7Y 4.08% Two Point Capital Management, Inc. 3Y 3.83%

FAQ About Valeo Financial Advisors, LLC and ORCL

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

How long has Valeo Financial Advisors, LLC reported owning ORCL?

Valeo Financial Advisors, LLC reported ORCL across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ORCL position in Valeo Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for ORCL was 0.57% in 2025 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q4, when Valeo Financial Advisors, LLC reported 90,582 shares, equal to 0.39% of portfolio, with an estimated market value of $17.7M.

What does the chart on this ORCL ownership page compare?

The chart compares Valeo Financial Advisors, LLC'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.

How well did Valeo Financial Advisors, LLC time their ORCL position?

Based on 13F filing dates vs. subsequent ORCL price moves, Valeo Financial Advisors, LLC correctly timed 22 out of 34 reported position changes (65%). The annualised alpha on ORCL relative to SPY over the holding period was +2.5%.

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