Pinnacle Wealth Planning Services, Inc.
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1726752
MANSFIELD, OH
Position in CRWD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$502,909
+$263,979 QoQ
Shares Held
659
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,410
of 2,385 holders
Holding Since
Dec 2020
6 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, 2026Pinnacle Wealth Planning Services, Inc. holds $21,380,625 across 65 Software - Infrastructure names. CRWD ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,440 | $13,219,828 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,286 | $1,802,631 | |
| 3 | ORCL |
Oracle Corp
|
11,583 | $1,697,488 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,098 | $711,453 | |
| 5 | SNPS |
Synopsys Inc
|
1,290 | $575,430 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,664 | $562,863 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
659 | $502,909 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,237 | $311,179 |
All Filings in CRWD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,909 | 659 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $238,930 | 612 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $268,599 | 573 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $278,045 | 567 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $287,760 | 565 | Shares | Sole | 2025-08-11 | |
| 2020-12-31 | $5,295 | 25 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||