Oracle Corporation
CL ˙ SNSE ˙ US68389X1054
SecurityCL:ORCLCL / Oracle Corporation
InstitutionTrueWealth Advisors, LLC
Latest Disclosed Ownership6,110 shares
Latest Disclosed Value $ 898,817
TrueWealth Advisors, LLC reports 20.20% increase in ownership of ORCLCL / Oracle Corporation

On April 9, 2026 - TrueWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 6,110 shares of Oracle Corporation (CL:ORCLCL) valued at $898,817 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 5,083 shares of Oracle Corporation. This represents a change in shares of 20.20% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-09 2026-03-31 13F ORACLE COM 68389X105 6,110 1,027 20.20 899 -9.29 0.2261
2026-01-07 2025-12-31 13F ORACLE COM 68389X105 5,083 -153 -2.92 991 -32.74 0.2565
2025-10-15 2025-09-30 13F ORACLE COM 68389X105 5,236 15 0.29 1,473 29.01 0.3984
2025-07-03 2025-06-30 13F ORACLE COM 68389X105 5,221 117 2.29 1,142 60.03 0.3378
2025-04-10 2025-03-31 13F ORACLE COM 68389X105 5,104 236 4.85 714 -12.08 0.2344
2025-01-15 2024-12-31 13F ORACLE COM 68389X105 4,868 359 7.96 811 5.60 0.2708
2024-10-29 2024-09-30 13F ORACLE COM 68389X105 4,509 771 20.63 768 45.73 0.2567
2024-07-24 2024-06-30 13F ORACLE COM 68389X105 3,738 631 20.31 528 35.13 0.1953
2024-04-23 2024-03-31 13F ORACLE COM 68389X105 3,107 1,086 53.74 390 83.10 0.1507
2024-02-08 2023-12-31 13F ORACLE COM 68389X105 2,021 123 6.48 213 5.97 0.0826
2023-11-07 2023-09-30 13F ORACLE COM 68389X105 1,898 3 0.16 201 -10.67 0.0848
2023-07-31 2023-06-30 13F ORACLE COM 68389X105 1,895 1,895 226 0.0926
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.