Position in OS
as of Dec 31, 2025
· filed Jan 23, 2026
Position Value
$0
+$0 QoQ
Shares Held
18,677
-44.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Gibbs Wealth Management holds $22,939,200 across 11 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
29,554 | $10,940,004 | |
| 2 | ORCL |
Oracle Corp
|
40,516 | $5,960,308 | |
| 3 | CALX |
Calix, Inc
|
19,542 | $957,362 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,378 | $932,973 | |
| 5 | ACIW |
Aci Worldwide, Inc.
|
20,063 | $822,783 | |
| 6 | SNPS |
Synopsys Inc
|
2,032 | $805,647 | |
| 7 | XYZ |
Block, Inc.
|
9,835 | $591,870 | |
| 8 | RBRK |
Rubrik, Inc.
|
11,455 | $560,951 |
All Filings in OS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | — | 18,677 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | — | 33,467 | Shares | Other | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||