ProVise Management Group, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1305707 CLEARWATER, FL

Position in CRWD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$446,436

+$218,047 QoQ

Shares Held

2,340

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,500

of 2,437 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ProVise Management Group, LLC holds $50,234,767 across 7 Software - Infrastructure names. CRWD ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	97,541	$36,384,743
2	ORCL	Oracle Corp	82,184	$12,044,065
3	PANW	Palo Alto Networks Inc	1,361	$464,128
4	CRWD	CrowdStrike Holdings, Inc. This page	2,340	$446,436
5	PLTR	Palantir Technologies Inc.	3,440	$401,344
6	FTNT	Fortinet, Inc.	1,911	$293,567
7	AKAM	Akamai Technologies Inc	1,696	$200,484

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,436	585	0.0%	Shares	Sole	2026-08-03
2026-03-31	$228,389	585	-3.0%	Shares	Sole	2026-05-07
2025-12-31	$282,662	603	-14.2%	Shares	Sole	2026-01-29
2025-09-30	$344,737	703	+39.8%	Shares	Sole	2025-11-13
2025-06-30	$256,182	503	-58.1%	Shares	Sole	2025-08-08
2024-09-30	$336,564	1,200	+33.3%	Shares	Sole	2024-11-12
2024-06-30	$344,871	900	0.0%	Shares	Sole	2024-08-12
2024-03-31	$288,531	900	0.0%	Shares	Sole	2024-05-09
2023-12-31	$229,788	900	-44.2%	Shares	Sole	2024-02-09
2022-09-30	$265,838	1,613	+1.9%	Shares	Sole	2022-11-09
2022-06-30	$266,830	1,583	+28.3%	Shares	Sole	2022-08-08
2022-03-31	$280,216	1,234	+24.3%	Shares	Sole	2022-04-27
2021-09-30	$244,059	993	+23.7%	Shares	Sole	2021-10-20
2021-06-30	$201,801	803	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.