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Capital & Planning, LLC

SEC CIK
0002053750
Latest filing
Sep 2, 2026

ORCL holding history

Oracle Corp in every 13F filed by Capital & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORCL overviewAll 13F holders of ORCLFull Q2 2026 holdings

Shares (Q2 2026)
1,895
Value
$277.7K
% of portfolio
0.1%
Quarters held
4
Since Q4 2024
Holdings of ORCL by Capital & Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,895$277.7K0.1%+772+68.7%AddedHolders
Q1 20261,123$165.2K0.1%+1,123NewHolders
Q4 20250$00.0%−854−100.0%Sold outHolders
Q3 2025854$240.2K0.1%+854NewHolders
Q1 20250$00.0%−303−100.0%Sold outHolders
Q4 2024303$50.6K<0.1%–No prior filingHolders