Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionBeaton Management Co. Inc.
Latest Disclosed Ownership6,829 shares
Latest Disclosed Value $ 1,005
Beaton Management Co. Inc. ownership in ORCL / Oracle Corporation

On May 12, 2026 - Beaton Management Co. Inc. filed a 13F-HR form disclosing ownership of 6,829 shares of Oracle Corporation (MX:ORCL) valued at $1,005 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6,829 shares of Oracle Corporation. This represents a change in shares of 0.00% 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)
2026-05-12 2026-03-31 13F ORACLE Common 68389X105 6,829 0 0.00 1 0.00 0.4475
2026-02-10 2025-12-31 13F ORACLE Common 68389X105 6,829 -390 -5.40 1 -50.00 0.5864
2025-11-12 2025-09-30 13F ORACLE Common 68389X105 7,219 -100 -1.37 2 100.00 0.9231
2025-08-12 2025-06-30 13F ORACLE Common 68389X105 7,319 -150 -2.01 2 0.00 0.7816
2025-04-25 2025-03-31 13F ORACLE Common 68389X105 7,469 100 1.36 1 0.00 0.5419
2025-01-31 2024-12-31 13F ORACLE Common 68389X105 7,369 0 0.00 1 0.00 0.6191
2024-11-06 2024-09-30 13F ORACLE Common 68389X105 7,369 0 0.00 1 0.00 0.6353
2024-08-13 2024-06-30 13F ORACLE Common 68389X105 7,369 0 0.00 1 0.5597
2024-05-10 2024-03-31 13F ORACLE Common 68389X105 7,369 -2,000 -21.35 1 0.5041
2024-02-09 2023-12-31 13F ORACLE Common 68389X105 9,369 2,000 27.14 1 0.5914
2023-11-03 2023-09-30 13F ORACLE Common 68389X105 7,369 39 0.53 1 0.5072
2023-07-21 2023-06-30 13F ORACLE Common 68389X105 7,330 0 0.00 1 0.5525
2023-05-12 2023-03-31 13F ORACLE Common 68389X105 7,330 0 0.00 1 0.4597
2023-02-14 2022-12-31 13F ORACLE Common 68389X105 7,330 0 0.00 1 -100.00 0.4017
2022-11-14 2022-09-30 13F ORACLE CORP COM Common 68389X105 7,330 0 0.00 448 -12.50 0.3387
2022-08-12 2022-06-30 13F ORACLE Common 68389X105 7,330 -100 -1.35 512 -16.75 0.3631
2022-05-13 2022-03-31 13F ORACLE Common 68389X105 7,430 -100 -1.33 615 -6.39 0.3797
2022-02-03 2021-12-31 13F ORACLE Common 68389X105 7,530 0 0.00 657 0.15 0.3920
2021-11-08 2021-09-30 13F ORACLE Common 68389X105 7,530 0 0.00 656 11.95 0.4338
2021-08-12 2021-06-30 13F ORACLE Common 68389X105 7,530 0 0.00 586 10.98 0.3727
2021-05-21 2021-03-31 13F/A-1 ORACLE Common 68389X105 7,530 -550 -6.81 528 0.96 0.3647
2021-05-14 2021-03-31 13F ORACLE Common 68389X105 7,530 -550 528 0.3682
2021-02-17 2020-12-31 13F ORACLE Common 68389X105 8,080 -100 -1.22 523 7.17 0.3862
2020-11-13 2020-09-30 13F ORACLE Common 68389X105 8,180 -200 -2.39 488 5.40 0.4025
2020-08-14 2020-06-30 13F ORACLE Common 68389X105 8,380 0 0.00 463 14.32 0.4126
2020-05-15 2020-03-31 13F ORACLE Common 68389X105 8,380 0 0.00 405 -8.78 0.4056
2020-02-07 2019-12-31 13F ORACLE Common 68389X105 8,380 0 0.00 444 -3.69 0.3483
2019-11-15 2019-09-30 13F ORACLE CORP COM Common 68389X105 8,380 0 0.00 461 -3.35 0.3735
2019-08-15 2019-06-30 13F ORACLE Common 68389X105 8,380 0 0.00 477 6.00 0.3956
2019-05-14 2019-03-31 13F ORACLE Common 68389X105 8,380 0 0.00 450 19.05 0.3892
2019-02-14 2018-12-31 13F ORACLE CORP COM Common 68389X105 8,380 0 0.00 378 -12.50 0.3710
2018-11-16 2018-09-30 13F ORACLE CORP COM Common 68389X105 8,380 0 0.00 432 17.07 0.3567
2018-08-15 2018-06-30 13F ORACLE CORP COM Common 68389X105 8,380 0 0.00 369 -3.66 0.3305
2018-05-15 2018-03-31 13F ORACLE CORP COM Common 68389X105 8,380 0 0.00 383 -3.28 0.3542
2018-02-07 2017-12-31 13F ORACLE CORP COM Common 68389X105 8,380 0 0.00 396 -2.22 0.3572
2017-11-09 2017-09-30 13F ORACLE CORP COM Common 68389X105 8,380 0 0.00 405 -3.57 0.3817
2017-08-17 2017-06-30 13F ORACLE CORP COM Common 68389X105 8,380 8,380 420 0.4168
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.