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HOLDERNESS INVESTMENTS CO: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOLDERNESS INVESTMENTS CO on ORCL, newest first. How the timeline and the estimate are built.

HOLDERNESS INVESTMENTS CO held 45,183 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,183 shares
    Change vs previous 13F +173 shares

    1.1% of the 13F portfolio, value $6,621,576.

    13F-HR 0001184820-26-000004 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 45,010 shares
    Change vs previous 13F -750 shares

    1.33% of the 13F portfolio, value $6,621,352.

    13F-HR 0001184820-26-000002 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,760 shares
    Change vs previous 13F -2,798 shares

    1.81% of the 13F portfolio, value $8,919,137.

    13F-HR 0001184820-26-000001 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,558 shares
    Change vs previous 13F -1,116 shares

    2.79% of the 13F portfolio, value $13,656,501.

    13F-HR 0001184820-25-000014 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 49,674 shares
    Change vs previous 13F -1,148 shares

    2.34% of the 13F portfolio, value $10,860,178.

    13F-HR 0001184820-25-000013 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 50,822 shares
    Change vs previous 13F +741 shares

    1.66% of the 13F portfolio, value $7,105,393.

    13F-HR 0001184820-25-000002 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,081 shares
    Change vs previous 13F +797 shares

    1.84% of the 13F portfolio, value $8,345,445.

    13F-HR 0001184820-25-000001 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49,284 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $8,397,912.

    13F-HR 0001184820-24-000011 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).