Kovitz Investment Group Partners, LLC released its second-quarter 2025 investor letter, reporting a 7.9% return on its Kovitz Core Equity Strategy compared to the S&P 500’s 10.9%. Markets saw volatility after the President’s tariff announcement, with the S&P 500 initially dropping 11% but later rallying 25%. Check out the fund’s top 5 holdings for 2025.

In the same investor letter, Kovitz Core Equity Strategy highlighted Oracle Corporation (NYSE: ORCL), a company focusing on enterprise information technology solutions. Oracle’s stock one-month return was 8.42%, with a 103.07% increase over the last 52 weeks. As of August 5, 2025, Oracle closed at $255.67 per share, boasting a market capitalization of $718.134 billion.

Oracle Corporation (NYSE: ORCL) is making strides in scaling its cloud infrastructure and applications business, with growth exceeding expectations. The company anticipates doubled backlog in FY26 and accelerated revenue growth. Recent cloud contracts, including a $30B annual revenue deal, signal a strong start to the fiscal year. Oracle’s strategic innovation enhances its dividend appeal.

Read more at Yahoo Finance: Oracle (ORCL) Climbed as Multiple Tailwinds Align