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Livermore
Livermore
ZHEN

SWP Financial LLC

SEC CIK
0002014200
Latest filing
Jul 24, 2026

ORCL holding history

Oracle Corp in every 13F filed by SWP 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)
1,690
Value
$247.7K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of ORCL by SWP Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,690$247.7K0.1%+53+3.2%AddedHolders
Q1 20261,637$240.8K0.1%00.0%UnchangedHolders
Q4 20251,637$319.1K0.2%00.0%UnchangedHolders
Q3 20251,637$460.4K0.2%00.0%UnchangedHolders
Q2 20251,637$357.9K0.2%00.0%UnchangedHolders
Q1 20251,637$228.9K0.1%00.0%UnchangedHolders
Q4 20241,637$272.8K0.2%−427−20.7%ReducedHolders
Q3 20242,064$351.7K0.2%00.0%UnchangedHolders
Q2 20242,064$291.4K0.2%00.0%UnchangedHolders
Q1 20242,064$259.3K0.2%−19−0.9%ReducedHolders
Q4 20232,083$219.6K0.2%–No prior filingHolders