Key Client Fiduciary Advisors, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1912612 Fairfield, NJ

Position in CRWD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$288,657

-$288,368 QoQ

Shares Held

6,052

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,708

of 2,437 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Key Client Fiduciary Advisors, LLC holds $9,878,770 across 7 Software - Infrastructure names. CRWD ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	17,201	$6,416,317
2	ORCL	Oracle Corp	10,997	$1,611,610
3	PLTR	Palantir Technologies Inc.	8,386	$978,394
4	XYZ	Block, Inc.	4,184	$317,984
5	CRWD	CrowdStrike Holdings, Inc. This page	6,052	$288,657
6	PANW	Palo Alto Networks Inc	593	$202,224
7	PDYN	Palladyne AI Corp.	10,458	$63,584

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$288,657	1,513	+2.4%	Shares	Sole	2026-07-09
2026-03-31	$577,025	1,478	-2.6%	Shares	Sole	2026-04-09
2025-12-31	$711,577	1,518	+9.5%	Shares	Sole	2026-01-28
2025-09-30	$679,666	1,386	+2.8%	Shares	Sole	2025-10-14
2025-06-30	$686,549	1,348	-4.1%	Shares	Sole	2025-07-09
2025-03-31	$495,727	1,406	+4.8%	Shares	Sole	2025-04-10
2024-12-31	$458,836	1,341	-2.6%	Shares	Sole	2025-01-17
2024-09-30	$386,207	1,377	+87.3%	Shares	Sole	2024-10-18
2024-06-30	$281,644	735	+11.7%	Shares	Sole	2024-07-16
2024-03-31	$210,948	658	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.