Position in CRWD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,868
+$3,355 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,364
of 2,437 holders
Holding Since
Sep 2020
14 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, 2026Winch Advisory Services, LLC holds $18,073,797 across 11 Software - Infrastructure names. CRWD ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
40,976 | $15,284,867 | |
| 2 | ORCL |
Oracle Corp
|
17,937 | $2,628,667 | |
| 3 | PANW |
Palo Alto Networks Inc
|
222 | $75,706 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
514 | $59,968 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
36 | $6,868 | |
| 6 | CRWV |
CoreWeave, Inc.
|
58 | $5,773 | |
| 7 | NET |
Cloudflare, Inc.
|
22 | $5,396 | |
| 8 | SNPS |
Synopsys Inc
|
10 | $4,460 |
All Filings in CRWD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,868 | 9 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,513 | 9 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,218 | 9 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,413 | 9 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,583 | 9 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,173 | 9 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,079 | 9 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,524 | 9 | Shares | Sole | 2024-10-21 | |
| 2021-12-31 | $12,489 | 61 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $51,613 | 210 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $50,764 | 202 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $48,730 | 267 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $49,989 | 236 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $24,168 | 176 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||