Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$772,319
+$26,913 QoQ
Shares Held
131,300
+2491.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,029
of 3,481 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GFS Advisors, LLC holds $3,320,646 across 9 Software - Infrastructure names. ORCL ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
64,852 | $2,360,199 | |
| 2 | ORCL |
Oracle Corp
This page
|
131,300 | $772,319 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
644 | $122,865 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
11,058 | $39,043 | |
| 5 | MSFT |
Microsoft Corp
|
75,981 | $11,345 | |
| 6 | ZS |
Zscaler, Inc.
|
39 | $5,504 | |
| 7 | VRNS |
Varonis Systems Inc
|
125 | $5,245 | |
| 8 | XYZ |
Block, Inc.
|
16,025 | $3,800 |
All Filings in ORCL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,319 | 131,300 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $745,406 | 5,067 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $599,738 | 3,077 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $422,703 | 1,503 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $311,110 | 1,423 | Shares | Sole | 2025-07-25 | |
| 2021-12-31 | $795,355 | 9,120 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $794,625 | 9,120 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $709,900 | 9,120 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $611,882 | 8,720 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||