Retirement Planning Group, LLC

Pension

Position in ORCL — Oracle Corp

CIK 1508195 LEAWOOD, KS

Position in ORCL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$395,685

-$45,939 QoQ

Shares Held

2,700

-10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,587

of 3,472 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Retirement Planning Group, LLC holds $24,012,011 across 6 Software - Infrastructure names. ORCL ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	53,831	$20,080,039
2	PLTR	Palantir Technologies Inc.	11,787	$1,375,189
3	CRWD	CrowdStrike Holdings, Inc.	5,136	$979,871
4	FTNT	Fortinet, Inc.	6,118	$939,847
5	ORCL	Oracle Corp This page	2,700	$395,685
6	OKTA	Okta, Inc.	1,769	$241,380

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$395,685	2,700	-10.1%	Shares	Sole	2026-08-05
2026-03-31	$441,624	3,002	-34.7%	Shares	Sole	2026-05-04
2025-12-31	$895,611	4,595	+8.5%	Shares	Sole	2026-02-03
2025-09-30	$1,190,770	4,234	+14.8%	Shares	Sole	2025-10-27
2025-06-30	$806,526	3,689	+8.5%	Shares	Sole	2025-07-30
2025-03-31	$475,214	3,399	-4.3%	Shares	Sole	2025-04-10
2024-12-31	$591,572	3,550	+8.2%	Shares	Sole	2025-02-18
2024-09-30	$559,082	3,281	+9.1%	Shares	Sole	2024-10-10
2024-06-30	$424,729	3,008	-22.6%	Shares	Sole	2024-07-12
2024-03-31	$488,371	3,888	+2.6%	Shares	Sole	2024-04-12
2023-12-31	$399,685	3,791	+27.9%	Shares	Sole	2024-01-16
2023-09-30	$314,052	2,965	0.0%	Shares	Sole	2023-10-25
2023-06-30	$353,101	2,965	+0.0%	Shares	Sole	2023-07-24
2023-03-31	$275,414	2,964	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.