Position in CRWD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$507,488
+$232,249 QoQ
Shares Held
2,660
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026Crewe Advisors LLC holds $37,421,346 across 37 Software - Infrastructure names. CRWD ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,611 | $32,680,655 | |
| 2 | ORCL |
Oracle Corp
|
7,936 | $1,163,020 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,446 | $834,134 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
2,660 | $507,488 | |
| 5 | MDB |
MongoDB, Inc.
|
1,000 | $335,900 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,691 | $313,958 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,519 | $233,348 | |
| 8 | OKTA |
Okta, Inc.
|
1,500 | $204,675 |
All Filings in CRWD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,488 | 665 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $275,239 | 705 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $320,631 | 684 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $331,987 | 677 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,037 | 4 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $705 | 2 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $52,692 | 154 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $126,772 | 452 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $97,713 | 255 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $83,994 | 262 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $58,917 | 352 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $51,551 | 351 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $52,296 | 381 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $43,484 | 413 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $73,010 | 443 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $72,143 | 428 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $56,770 | 250 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $20,475 | 100 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||