Soltis Investment Advisors LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1802530 ST. GEORGE, UT

Position in CRWD

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,037,583

+$975,668 QoQ

Shares Held

10,680

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#895

of 2,437 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Technology · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $106,377,447 across 16 Software - Infrastructure names. CRWD ranks #4 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	226,152	$84,359,219
2	NET	Cloudflare, Inc.	32,451	$7,959,581
3	ORCL	Oracle Corp	35,449	$5,195,050
4	CRWD	CrowdStrike Holdings, Inc. This page	10,680	$2,037,583
5	PLTR	Palantir Technologies Inc.	15,860	$1,850,386
6	PANW	Palo Alto Networks Inc	4,071	$1,388,292
7	FTNT	Fortinet, Inc.	5,183	$796,212
8	SNPS	Synopsys Inc	1,104	$492,461

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,037,583	2,670	-1.8%	Shares	Sole	2026-07-31
2026-03-31	$1,061,915	2,720	+0.6%	Shares	Sole	2026-04-27
2025-12-31	$1,267,995	2,705	+15.7%	Shares	Sole	2026-04-02
2025-09-30	$1,146,018	2,337	+4.8%	Shares	Sole	2025-11-12
2025-06-30	$1,135,251	2,229	+39.9%	Shares	Sole	2025-08-06
2025-03-31	$561,659	1,593	+8.1%	Shares	Sole	2025-05-13
2024-12-31	$504,343	1,474	-0.2%	Shares	Sole	2025-01-29
2024-09-30	$414,254	1,477	-89.9%	Shares	Sole	2025-01-03
2024-06-30	$5,614,499	14,652	+1155.5%	Shares	Sole	2024-08-12
2024-03-31	$374,128	1,167	+5.7%	Shares	Sole	2024-05-29
2023-12-31	$281,873	1,104	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.