Capital Planning Advisors, LLC

Position in ORCL — Oracle Corp

CIK 1631941 Roseville, CA

Position in ORCL

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,715,356

-$1,214,614 QoQ

Shares Held

18,458

-8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $23,111,700 across 5 Software - Infrastructure names. ORCL ranks #2 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	45,570	$16,868,646
2	ORCL	Oracle Corp This page	18,458	$2,715,356
3	FTNT	Fortinet, Inc.	21,314	$1,741,780
4	PLTR	Palantir Technologies Inc.	6,649	$972,615
5	PANW	Palo Alto Networks Inc	5,073	$813,303

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,715,356	18,458	-8.5%	Shares	Sole	2026-05-14
2025-12-31	$3,929,970	20,163	-2.1%	Shares	Sole	2026-02-17
2025-09-30	$5,794,387	20,603	-5.8%	Shares	Sole	2025-11-07
2025-06-30	$4,779,907	21,863	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$3,082,810	22,050	+0.0%	Shares	Sole	2025-05-12
2024-12-31	$3,673,912	22,047	-8.4%	Shares	Sole	2025-01-17
2024-09-30	$4,102,380	24,075	-2.0%	Shares	Sole	2024-11-12
2024-06-30	$3,469,425	24,571	-0.8%	Shares	Sole	2024-08-12
2024-03-31	$3,112,741	24,781	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$2,601,379	24,674	-0.1%	Shares	Sole	2024-02-12
2023-09-30	$2,617,283	24,710	0.0%	Shares	Sole	2023-10-30
2023-06-30	$2,942,713	24,710	-1.1%	Shares	Sole	2023-08-01
2023-03-31	$2,321,234	24,981	-5.5%	Shares	Sole	2023-05-15
2022-12-31	$2,161,532	26,444	-2.1%	Shares	Sole	2023-02-10
2022-09-30	$1,650,294	27,023	-2.3%	Shares	Sole	2022-11-14
2022-06-30	$1,933,302	27,670	-1.5%	Shares	Sole	2022-08-10
2022-03-31	$2,323,637	28,087	+0.2%	Shares	Sole	2022-05-10
2021-12-31	$2,445,281	28,039	+1.7%	Shares	Sole	2022-02-14
2021-09-30	$2,402,522	27,574	-4.0%	Shares	Sole	2021-11-09
2021-06-30	$2,235,720	28,722	+9.2%	Shares	Sole	2021-08-13
2021-03-31	$1,845,751	26,304	-15.1%	Shares	Sole	2021-04-30
2020-12-31	$2,004,031	30,979	-10.9%	Shares	Sole	2021-02-04
2020-09-30	$2,075,530	34,766	-32.1%	Shares	Sole	2020-11-12
2020-06-30	$2,829,602	51,196	-26.2%	Shares	Sole	2020-08-06
2020-03-31	$3,354,875	69,416	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.