Position in CRWD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$109,701
-$108,538 QoQ
Shares Held
2,300
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,030
of 2,437 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HCR Wealth Advisors holds $44,512,537 across 6 Software - Infrastructure names. CRWD ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
71,870 | $24,509,107 | |
| 2 | MSFT |
Microsoft Corp
|
48,033 | $17,917,269 | |
| 3 | ORCL |
Oracle Corp
|
6,518 | $955,212 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,639 | $774,572 | |
| 5 | SNPS |
Synopsys Inc
|
553 | $246,676 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
2,300 | $109,701 |
All Filings in CRWD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,701 | 575 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $218,239 | 559 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $205,316 | 438 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $201,055 | 410 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $240,394 | 472 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||