Oracle Corporation
CL ˙ SNSE ˙ US68389X1054
SecurityCL:ORCLCL / Oracle Corporation
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership23,109 shares
Latest Disclosed Value $ 3,399,676
Belpointe Asset Management LLC reports 39.63% increase in ownership of ORCLCL / Oracle Corporation

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 23,109 shares of Oracle Corporation (CL:ORCLCL) valued at $3,399,676 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 16,550 shares of Oracle Corporation. This represents a change in shares of 39.63% 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)
2026-04-28 2026-03-31 13F ORACLE COM 68389X105 23,109 6,559 39.63 3,400 5.40 0.1241
2026-01-27 2025-12-31 13F ORACLE COM 68389X105 16,550 -7,443 -31.02 3,226 -52.21 0.1165
2025-11-03 2025-09-30 13F ORACLE COM 68389X105 23,993 -5,327 -18.17 6,748 5.27 0.2578
2025-07-22 2025-06-30 13F ORACLE COM 68389X105 29,320 -1,853 -5.94 6,410 47.09 0.2671
2025-05-20 2025-03-31 13F ORACLE COM 68389X105 31,173 -4,734 -13.18 4,358 -14.09 0.2268
2025-02-13 2024-12-31 13F ORACLE COM 68389X105 35,907 3,643 11.29 5,073 -7.71 0.3056
2024-11-13 2024-09-30 13F ORACLE COM 68389X105 32,264 2,167 7.20 5,498 29.37 0.3298
2024-08-02 2024-06-30 13F ORACLE COM 68389X105 30,097 8,656 40.37 4,250 57.78 0.2964
2024-05-08 2024-03-31 13F ORACLE COM 68389X105 21,441 7,027 48.75 2,693 77.29 0.2017
2024-02-13 2023-12-31 13F ORACLE COM 68389X105 14,414 7,133 97.97 1,520 97.02 0.1335
2023-11-15 2023-09-30 13F ORACLE COM 68389X105 7,281 -1,301 -15.16 771 -24.56 0.0799
2023-08-15 2023-06-30 13F ORACLE COM 68389X105 8,582 -23,080 -72.89 1,022 -65.26 0.1081
2023-05-15 2023-03-31 13F ORACLE COM 68389X105 31,662 10,285 48.11 2,942 68.40 0.1589
2023-02-08 2022-12-31 13F ORACLE COM 68389X105 21,377 2,300 12.06 1,747 50.09 0.1056
2022-11-14 2022-09-30 13F ORACLE COM 68389X105 19,077 4,563 31.44 1,164 14.79 0.0787
2022-08-02 2022-06-30 13F ORACLE COM 68389X105 14,514 -427 -2.86 1,014 -17.96 0.0680
2022-04-28 2022-03-31 13F ORACLE COM 68389X105 14,941 101 0.68 1,236 -4.48 0.0749
2022-02-15 2021-12-31 13F ORACLE COM 68389X105 14,840 250 1.71 1,294 1.81 0.0807
2021-11-15 2021-09-30 13F ORACLE COM 68389X105 14,590 -424 -2.82 1,271 8.73 0.0867
2021-08-09 2021-06-30 13F ORACLE COM 68389X105 15,014 1,694 12.72 1,169 29.60 0.0841
2021-05-14 2021-03-31 13F ORACLE COM 68389X105 13,320 1,932 16.97 902 22.55 0.0772
2021-02-16 2020-12-31 13F ORACLE COM 68389X105 11,388 1,084 10.52 736 19.67 0.0661
2020-11-13 2020-09-30 13F/A-1 ORACLE COM 68389X105 10,304 534 5.47 615 13.89 0.0684
2020-11-13 2020-09-30 13F ORACLE COM 68389X105 10,391 502
2020-07-20 2020-06-30 13F ORACLE COM 68389X105 9,770 -621 -5.98 540 7.57 0.0699
2020-07-20 2020-03-31 13F ORACLE COM 68389X105 10,391 93 0.90 502 -8.06 0.0879
2020-02-18 2019-12-31 13F ORACLE COM 68389X105 10,298 713 7.44 546 3.61 0.0693
2020-01-16 2019-09-30 13F ORACLE COM 68389X105 9,585 -7,738 -44.67 527 -46.61 0.0852
2019-11-22 2019-06-30 13F ORACLE COM 68389X105 17,323 -292 -1.66 987 4.44 0.1941
2019-06-11 2019-03-31 13F ORACLE COM 68389X105 17,615 1,018 6.13 945 26.17 0.1846
2019-03-06 2018-12-31 13F ORACLE COM 68389X105 16,597 4,653 38.96 749 21.59 0.1898
2018-11-23 2018-09-30 13F ORACLE COM 68389X105 11,944 6,516 120.04 616 157.74 0.0974
2018-08-06 2018-06-30 13F ORACLE COM 68389X105 5,428 -1,221 -18.36 239 -21.38 0.0668
2018-08-06 2018-03-31 13F ORACLE COM 68389X105 6,649 -3,286 -33.07 304 -35.32 0.0886
2018-02-14 2017-12-31 13F ORACLE COM 68389X105 9,935 274 2.84 470 0.64 0.1030
2017-11-16 2017-09-30 13F ORACLE COM 68389X105 9,661 9,661 467 0.1093
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.