Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionPlanning Center, Inc.
Latest Disclosed Ownership6,376 shares
Latest Disclosed Value $ 937,930
Planning Center, Inc. ownership in ORCL / Oracle Corporation

On April 28, 2026 - Planning Center, Inc. filed a 13F-HR form disclosing ownership of 6,376 shares of Oracle Corporation (MX:ORCL) valued at $937,930 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 6,376 shares of Oracle Corporation. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F ORACLE COM 68389X105 6,376 0 0.00 938 -24.56 0.0950
2026-02-02 2025-12-31 13F ORACLE COM 68389X105 6,376 3,743 142.16 1,243 67.84 0.1269
2025-10-30 2025-09-30 13F ORACLE COM 68389X105 2,633 -3,461 -56.79 740 -44.44 0.0777
2025-07-31 2025-06-30 13F ORACLE COM 68389X105 6,094 15 0.25 1,332 56.89 0.1473
2025-04-18 2025-03-31 13F ORACLE COM 68389X105 6,079 -2 -0.03 850 -16.19 0.1006
2025-01-23 2024-12-31 13F ORACLE COM 68389X105 6,081 -2,281 -27.28 1,013 -28.86 0.1285
2024-11-12 2024-09-30 13F ORACLE COM 68389X105 8,362 2,707 47.87 1,425 78.45 0.1755
2024-08-08 2024-06-30 13F ORACLE COM 68389X105 5,655 -188 -3.22 798 8.87 0.1043
2024-04-23 2024-03-31 13F ORACLE COM 68389X105 5,843 12 0.21 734 19.38 0.1597
2024-01-23 2023-12-31 13F ORACLE COM 68389X105 5,831 -4,955 -45.94 615 -46.23 0.1425
2023-10-26 2023-09-30 13F ORACLE COM 68389X105 10,786 4,352 67.64 1,142 49.09 0.2968
2023-07-20 2023-06-30 13F ORACLE COM 68389X105 6,434 -5,005 -43.75 766 -29.85 0.1947
2023-04-17 2023-03-31 13F ORACLE COM 68389X105 11,439 -200 -1.72 1,093 14.83 0.3003
2023-01-30 2022-12-31 13F ORACLE COM 68389X105 11,639 11,639 951 0.2894
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.