Benson Investment Management Company, Inc. fully exited its position in Oracle (ORCL -1.33%) during the third quarter in an estimated $5.6 million transaction, according to an SEC filing released on Friday.
What Happened
According to an SEC filing on Friday, Benson Investment Management Company, Inc. reported selling its entire holding of 25,566 shares in Oracle (ORCL -1.33%). The trade was valued at an estimated $5.6 million.
What Else to Know
Top holdings after the filing:
- GLD: $14.7 million (5% of AUM)
- GOOGL: $14.6 million (5% of AUM)
- MSFT: $12.8 million (4.4% of AUM)
- NVDA: $11.4 million (3.9% of AUM)
- AMZN: $9.39 million (3.2% of AUM)
As of Friday, Oracle shares were priced at $292.96, up about 66% over the past year and well outperforming the S&P 500’s 12% gain over the same period.
Company Overview
| Metric | Value |
|---|---|
| Revenue (TTM) | $59 billion |
| Net Income (TTM) | $12.4 billion |
| Dividend Yield | 0.7% |
| Price (as of market close on Friday) | $292.96 |
Company Snapshot
- Oracle offers a broad portfolio of enterprise cloud applications, database technologies, middleware, and hardware.
- The company generates revenue through software licensing, cloud subscriptions, hardware sales, and support and consulting services.
- It serves large enterprises, government agencies, and educational institutions globally, targeting organizations seeking scalable and secure IT infrastructure and business applications.
Oracle is a global leader in enterprise software and cloud infrastructure, with a market capitalization of about $835 billion. The company’s strategy centers on expanding its cloud offerings and integrated technology stack to address complex business needs across industries. Oracle’s competitive advantage is its comprehensive suite of products.
Foolish Take
Benson Investment Management’s full exit from its $5.6 million Oracle stake marks a notable shift for a fund heavily weighted toward the market’s largest tech names. Oracle’s sale trims exposure to one of this year’s strongest software performers—shares have soared 66% over the past year, hitting an all-time high last month after the company’s fiscal first-quarter results.
Oracle’s cloud revenue surged 28% year-over-year to $7.2 billion, while total revenue rose 12% to $14.9 billion, fueled by explosive growth in its cloud infrastructure unit, up 55% from a year ago. CEO Safra Catz said the quarter was “astonishing,” driven by four multi-billion-dollar contracts that lifted Oracle’s backlog to a record $455 billion. Meanwhile, Larry Ellison touted rapid adoption of the company’s new multicloud partnerships with Amazon, Google, and Microsoft and previewed an upcoming “Oracle AI Database” launch integrating major language models directly into its cloud services.
For Benson, the move likely reflects profit-taking and rebalancing rather than a bearish signal. The firm’s top holdings—Alphabet, Microsoft, Nvidia, and Amazon—remain concentrated in high-growth tech, suggesting that Oracle’s exit simply narrows exposure to overlapping AI and cloud themes while locking in substantial gains from one of 2025’s standout rallies.
Glossary
13F assets under management (AUM): The value of securities a fund manager must report quarterly to the SEC on Form 13F.
Quarter (Q3 2025): A three-month period in a company’s financial calendar; Q3 refers to the third quarter of the year.
Fully exited position: When an investor sells all shares of a particular security, holding none afterward.
Reportable 13F assets: Securities that institutional investment managers are required to disclose in quarterly 13F filings.
Dividend yield: Annual dividends paid by a company divided by its share price, expressed as a percentage.
Cloud subscriptions: Revenue from customers paying recurring fees to access software or services hosted on remote servers.
Middleware: Software that connects different applications or systems, enabling them to communicate and share data.
Hardware sales: Revenue generated from selling physical technology products, such as servers or storage devices.
Market capitalization: The total value of a company’s outstanding shares, calculated as share price times shares outstanding.
Outperforming the S&P 500: Achieving a higher return than the S&P 500 index over a specified period.
Integrated technology stack: A combination of software and hardware products designed to work together as a unified solution.
TTM: The 12-month period ending with the most recent quarterly report.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, Nvidia, and Oracle. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
