Position in CRWD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,240,102
+$534,632 QoQ
Shares Held
6,500
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,064
of 2,429 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $22,997,303 across 12 Software - Infrastructure names. CRWD ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
36,298 | $13,539,879 | |
| 2 | ORCL |
Oracle Corp
|
16,549 | $2,425,255 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,898 | $1,388,139 | |
| 4 | NTAP |
NetApp, Inc.
|
8,288 | $1,282,650 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
6,500 | $1,240,102 | |
| 6 | SNPS |
Synopsys Inc
|
1,496 | $667,320 | |
| 7 | PANW |
Palo Alto Networks Inc
|
1,663 | $567,116 | |
| 8 | AKAM |
Akamai Technologies Inc
|
4,566 | $539,746 |
All Filings in CRWD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,240,102 | 1,625 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $705,470 | 1,807 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $847,049 | 1,807 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $698,301 | 1,424 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $753,269 | 1,479 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $513,356 | 1,456 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $484,156 | 1,415 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $406,961 | 1,451 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $498,147 | 1,300 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $331,810 | 1,035 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $272,681 | 1,068 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||