Center for Financial Planning, Inc.
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1803557
SOUTHFIED, MI
Position in CRWD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$134,312
+$27,340 QoQ
Shares Held
704
-35.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
17 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, 2026Center for Financial Planning, Inc. holds $10,909,799 across 18 Software - Infrastructure names. CRWD ranks #3 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,365 | $9,834,672 | |
| 2 | ORCL |
Oracle Corp
|
1,428 | $209,273 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
704 | $134,312 | |
| 4 | SNPS |
Synopsys Inc
|
258 | $115,086 | |
| 5 | PANW |
Palo Alto Networks Inc
|
294 | $100,259 | |
| 6 | ARQQ |
Arqit Quantum Inc.
|
2,818 | $83,750 | |
| 7 | CRWV |
CoreWeave, Inc.
|
790 | $78,636 | |
| 8 | XYZ |
Block, Inc.
|
917 | $69,692 |
All Filings in CRWD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,312 | 176 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $106,972 | 274 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $128,440 | 274 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $134,364 | 274 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $139,550 | 274 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $57,823 | 164 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $57,140 | 167 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $45,997 | 164 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $62,843 | 164 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $52,576 | 164 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $39,829 | 156 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $26,111 | 156 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $22,911 | 156 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $21,412 | 156 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $16,425 | 156 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $25,710 | 156 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $26,295 | 156 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||