ORCL β€” ORACLE CORP COM

Ownership history in Harfst & Associates, Inc.  Β·  30 quarters on record

AI Ownership Summary

Harfst & Associates, Inc. reported ORACLE CORP COM (ORCL) in 30 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows ORCL at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harfst & Associates, Inc.'s position in ORACLE CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ORCL was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Harfst & Associates, Inc. held ORCL β€” position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 985 β€” 0% 0.05% $277K 2025-10-23 $279.33
2025 Q2 REDUCED 985 -6,165 -86.2% 0.04% $215K 2025-08-13 $243.11
28 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Harfst & Associates, Inc. and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Harfst & Associates, Inc. reported owning ORCL?

Harfst & Associates, Inc. reported ORCL across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported ORCL position in Harfst & Associates, Inc.'s portfolio?

The largest reported portfolio weight for ORCL was 0.05% in 2025 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q3, when Harfst & Associates, Inc. reported 985 shares, equal to 0.05% of portfolio, with an estimated market value of $277K.

What does the chart on this ORCL ownership page compare?

The chart compares Harfst & Associates, Inc.'s quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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