Cornerstone Planning Group LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in CRWD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$489,935

+$434,888 QoQ

Shares Held

2,568

+355.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,463

of 2,440 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $3,404,123 across 46 Software - Infrastructure names. CRWD ranks #2 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	5,285	$1,971,410
2	CRWD	CrowdStrike Holdings, Inc. This page	2,568	$489,935
3	PANW	Palo Alto Networks Inc	817	$278,613
4	ORCL	Oracle Corp	771	$112,990
5	PLTR	Palantir Technologies Inc.	604	$70,468
6	NET	Cloudflare, Inc.	253	$62,055
7	ZETA	Zeta Global Holdings Corp.	2,167	$42,646
8	TOST	Toast, Inc.	1,529	$42,536

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$489,935	642	+355.3%	Shares	Sole	2026-07-29
2026-03-31	$55,047	141	+35.6%	Shares	Sole	2026-05-06
2025-12-31	$48,751	104	+57.6%	Shares	Sole	2026-02-02
2025-09-30	$32,365	66	+4.8%	Shares	Sole	2025-11-04
2025-06-30	$32,086	63	+1.6%	Shares	Sole	2025-08-11
2025-03-31	$21,859	62	+14.8%	Shares	Sole	2025-04-30
2024-12-31	$18,476	54	+10.2%	Shares	Sole	2025-01-29
2024-09-30	$13,743	49	+19.5%	Shares	Sole	2024-11-05
2024-06-30	$15,710	41	+41.4%	Shares	Sole	2024-08-13
2024-03-31	$9,297	29	-68.8%	Shares	Sole	2024-05-07
2023-12-31	$23,744	93	+82.4%	Shares	Sole	2024-02-12
2023-09-30	$8,536	51	+10.9%	Shares	Sole	2023-11-08
2023-06-30	$6,756	46	0.0%	Shares	Sole	2023-08-15
2022-12-31	$4,843	46	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.