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Values Added Financial LLC

SEC CIK
0001973921
Latest filing
Jul 27, 2026

ORCL holding history

Oracle Corp in every 13F filed by Values Added Financial 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)
3,159
Value
$463.0K
% of portfolio
0.2%
Quarters held
11
Since Q2 2023
Holdings of ORCL by Values Added Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,159$463.0K0.2%+221+7.5%AddedHolders
Q1 20262,938$432.2K0.2%00.0%UnchangedHolders
Q4 20252,938$572.6K0.2%+19+0.7%AddedHolders
Q3 20252,919$820.9K0.4%+58+2.0%AddedHolders
Q2 20252,861$625.5K0.3%+143+5.3%AddedHolders
Q1 20252,718$380.0K0.2%+213+8.5%AddedHolders
Q4 20242,505$417.4K0.2%+322+14.8%AddedHolders
Q3 20242,183$372.0K0.2%+320+17.2%AddedHolders
Q2 20241,863$263.1K0.2%+19+1.0%AddedHolders
Q1 20241,844$231.6K0.2%+1,844NewHolders
Q3 20230$00.0%−1,814−100.0%Sold outHolders
Q2 20231,814$216.0K0.2%–No prior filingHolders