Position in CRWD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,308,689
-$1,794,520 QoQ
Shares Held
48,404
+15.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#850
of 2,437 holders
Holding Since
Dec 2020
20 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, 2026RMR Wealth Builders holds $41,202,130 across 7 Software - Infrastructure names. CRWD ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,470 | $21,437,459 | |
| 2 | PANW |
Palo Alto Networks Inc
|
23,435 | $7,991,803 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
30,328 | $3,538,367 | |
| 4 | ORCL |
Oracle Corp
|
22,379 | $3,279,642 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
48,404 | $2,308,689 | |
| 6 | TWLO |
Twilio Inc
|
9,922 | $2,047,206 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,899 | $598,964 |
All Filings in CRWD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,308,689 | 12,101 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,103,209 | 10,510 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,412,437 | 9,413 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,406,064 | 8,985 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,533,368 | 8,901 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,036,066 | 8,611 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,660,294 | 7,775 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,094,269 | 7,467 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,964,231 | 5,126 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,519,596 | 4,740 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $838,981 | 3,286 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $540,637 | 3,230 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $465,284 | 3,168 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $449,114 | 3,272 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $232,059 | 2,204 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $407,245 | 2,471 | Shares | Sole | 2022-11-08 | |
| 2021-12-31 | $222,768 | 1,088 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $265,196 | 1,079 | Shares | Sole | 2021-10-18 | |
| 2021-03-31 | $154,220 | 845 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $118,619 | 560 | Shares | Sole | 2021-02-26 | |
| No filing history on record for this holder in this stock. | ||||||