Focused Wealth Management, Inc
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1586052
Newburgh, NY
Position in CRWD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$734,140
+$338,655 QoQ
Shares Held
3,848
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,281
of 2,437 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Mar 31, 2026CallValue
$195,205
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Focused Wealth Management, Inc holds $14,231,436 across 9 Software - Infrastructure names. CRWD ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,779 | $8,497,022 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,563 | $1,215,054 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,170 | $1,186,533 | |
| 4 | CRWV |
CoreWeave, Inc.
|
10,638 | $1,058,906 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
3,848 | $734,140 | |
| 6 | ORCL |
Oracle Corp
|
4,381 | $642,035 | |
| 7 | NET |
Cloudflare, Inc.
|
1,424 | $349,278 | |
| 8 | TWLO |
Twilio Inc
|
1,560 | $321,874 |
All Filings in CRWD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,140 | 962 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $195,205 | 500 | Call | Sole | 2026-04-20 | |
| 2026-03-31 | $395,485 | 1,013 | Shares | Sole | 2026-04-20 | |
| 2024-03-31 | $192,354 | 600 | Call | Sole | 2024-05-08 | |
| 2024-03-31 | $62,835 | 196 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $39,574 | 155 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $25,943 | 155 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $22,764 | 155 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $26,628 | 194 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $15,688 | 149 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $23,732 | 144 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $24,272 | 144 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $30,428 | 134 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $24,365 | 119 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $55,054 | 224 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $42,471 | 169 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $23,543 | 129 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $6,142 | 29 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,982 | 29 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||