BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in CRWD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$429,075
-$593,018 QoQ
Shares Held
8,996
-14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,519
of 2,437 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $155,947,326 across 15 Software - Infrastructure names. CRWD ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
181,210 | $67,594,954 | |
| 2 | PANW |
Palo Alto Networks Inc
|
146,516 | $49,964,886 | |
| 3 | FTNT |
Fortinet, Inc.
|
231,189 | $35,515,254 | |
| 4 | ORCL |
Oracle Corp
|
8,055 | $1,180,460 | |
| 5 | AKAM |
Akamai Technologies Inc
|
5,607 | $662,803 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,775 | $446,519 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
8,996 | $429,075 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
585 | $68,251 |
All Filings in CRWD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,075 | 2,249 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,022,093 | 2,618 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,378,623 | 2,941 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,760,954 | 3,591 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,972,557 | 3,873 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,695,474 | 7,645 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,586,863 | 10,483 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,096,388 | 11,040 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,359,552 | 11,377 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,764,367 | 11,742 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,026,052 | 11,852 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,127,901 | 12,713 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,886,545 | 12,845 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,786,576 | 13,016 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,146,608 | 10,890 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,722,099 | 10,449 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,290,158 | 7,654 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,714,226 | 7,549 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,259,007 | 6,149 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,417,904 | 5,769 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,358,079 | 5,404 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $790,085 | 4,329 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $355,222 | 1,677 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||