Position in CRWD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$379,280
+$151,463 QoQ
Shares Held
1,988
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,573
of 2,437 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Valmark Advisers, Inc. holds $26,291,549 across 11 Software - Infrastructure names. CRWD ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,006 | $21,637,398 | |
| 2 | ORCL |
Oracle Corp
|
7,378 | $1,081,245 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
9,149 | $1,067,413 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,759 | $599,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
1,988 | $379,280 | |
| 6 | DLO |
dLocal Ltd
|
22,684 | $294,778 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,788 | $274,672 | |
| 8 | FLYW |
Flywire Corp
|
14,666 | $257,681 |
All Filings in CRWD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,280 | 497 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $227,817 | 486 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $287,853 | 587 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $299,983 | 589 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $236,228 | 670 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $231,984 | 678 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $261,958 | 934 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $354,450 | 925 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||