Oracle Corporation
CH ˙ SWX ˙ US68389X1054
SecurityCH:ORCL / Oracle Corporation
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership4,119 shares
Latest Disclosed Value $ 605,947
LVW Advisors, LLC reports 11.96% increase in ownership of ORCL / Oracle Corporation

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 4,119 shares of Oracle Corporation (CH:ORCL) valued at $605,947 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 3,679 shares of Oracle Corporation. This represents a change in shares of 11.96% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F ORACLE COM 68389X105 4,119 440 11.96 606 -15.62 0.0577
2026-01-14 2025-12-31 13F ORACLE COM 68389X105 3,679 -36 -0.97 717 -31.32 0.0727
2025-10-20 2025-09-30 13F ORACLE COM 68389X105 3,715 740 24.87 1,045 60.62 0.1067
2025-07-17 2025-06-30 13F ORACLE COM 68389X105 2,975 537 22.03 650 91.18 0.0710
2025-04-09 2025-03-31 13F ORACLE COM 68389X105 2,438 -95 -3.75 341 -19.43 0.0408
2025-01-16 2024-12-31 13F ORACLE COM 68389X105 2,533 -488 -16.15 422 -17.90 0.0508
2024-10-09 2024-09-30 13F ORACLE COM 68389X105 3,021 657 27.79 515 54.35 0.0655
2024-07-15 2024-06-30 13F ORACLE COM 68389X105 2,364 409 20.92 334 35.92 0.0488
2024-04-18 2024-03-31 13F ORACLE COM 68389X105 1,955 1,955 246 0.0416
2023-07-14 2023-06-30 13F ORACLE COM 68389X105 0 -2,216 -100.00 0 -100.00
2023-05-03 2023-03-31 13F ORACLE COM 68389X105 2,216 2,216 206 0.0403
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.