Legacy Financial Advisors, Inc.
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1730810
COVINGTON, KY
Position in CRWD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,063,817
+$631,243 QoQ
Shares Held
5,576
+25.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,118
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, 2026Legacy Financial Advisors, Inc. holds $24,454,063 across 11 Software - Infrastructure names. CRWD ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
39,173 | $14,612,312 | |
| 2 | ORCL |
Oracle Corp
|
22,014 | $3,226,151 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,546 | $1,891,296 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
10,870 | $1,268,202 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
5,576 | $1,063,817 | |
| 6 | SNPS |
Synopsys Inc
|
1,441 | $642,786 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,078 | $472,842 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,556 | $391,427 |
All Filings in CRWD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,817 | 1,394 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $432,574 | 1,108 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $323,444 | 690 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $285,401 | 582 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $287,760 | 565 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||