Position in CRWD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$186,587
-$235,446 QoQ
Shares Held
3,912
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,899
of 2,429 holders
Holding Since
Mar 2020
19 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, 2026TRUE Private Wealth Advisors holds $17,765,601 across 7 Software - Infrastructure names. CRWD ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,876 | $12,263,405 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,586 | $2,245,957 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,955 | $2,143,767 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,256 | $379,877 | |
| 5 | ORCL |
Oracle Corp
|
1,968 | $288,410 | |
| 6 | ZS |
Zscaler, Inc.
|
1,825 | $257,598 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
3,912 | $186,587 |
All Filings in CRWD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,587 | 978 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $422,033 | 1,081 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $554,543 | 1,183 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $550,206 | 1,122 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $566,352 | 1,112 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $388,543 | 1,102 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $349,003 | 1,020 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $286,079 | 1,020 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $937,665 | 2,447 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $733,509 | 2,288 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $531,320 | 2,081 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $346,811 | 2,072 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $286,249 | 1,949 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $266,833 | 1,944 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $285,615 | 1,733 | Shares | Sole | 2022-11-04 | |
| 2020-12-31 | $98,496 | 465 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $73,054 | 532 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $53,354 | 532 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $25,612 | 460 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||