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Livermore
Livermore
ZHEN

Affinity Investment Advisors, LLC

SEC CIK
0001520601
Latest filing
Aug 5, 2026

ORCL holding history

Oracle Corp in every 13F filed by Affinity Investment Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORCL overviewAll 13F holders of ORCLFull Q2 2026 holdings

Shares (Q2 2026)
1,829
Value
$268.0K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of ORCL by Affinity Investment Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,829$268.0K0.1%+1,829NewHolders
Q1 20260$00.0%−1,276−100.0%Sold outHolders
Q4 20251,276$248.7K0.2%−569−30.8%ReducedHolders
Q3 20251,845$518.9K0.4%00.0%UnchangedHolders
Q2 20251,845$403.4K0.3%00.0%UnchangedHolders
Q1 20251,845$257.9K0.2%−1,248−40.3%ReducedHolders
Q4 20243,093$515.4K0.4%−2,285−42.5%ReducedHolders
Q3 20245,378$916.4K0.6%−767−12.5%ReducedHolders
Q2 20246,145$867.7K0.7%−243−3.8%ReducedHolders
Q1 20246,388$802.4K0.6%−3,407−34.8%ReducedHolders
Q4 20239,795$1.03M0.7%+140+1.5%AddedHolders
Q3 20239,655$1.02M0.7%−1,647−14.6%ReducedHolders
Q2 202311,302$1.35M0.8%+20+0.2%AddedHolders
Q1 202311,282$1.05M0.6%−4,120−26.7%ReducedHolders
Q4 202215,402$1.26M0.6%−6,612−30.0%ReducedHolders
Q3 202222,014$1.34M0.7%+15,629+244.8%AddedHolders
Q2 20226,385$446.0K0.2%+901+16.4%AddedHolders
Q1 20225,484$454.0K0.2%+597+12.2%AddedHolders
Q4 20214,887$426.0K0.2%+394+8.8%AddedHolders
Q3 20214,493$391.0K0.2%+1,000+28.6%AddedHolders
Q2 20213,493$272.0K0.1%−453−11.5%ReducedHolders
Q1 20213,946$277.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.