WILLNER & HELLER, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1927796 ENCINO, CA

Position in CRWD

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$306,209

-$370,371 QoQ

Shares Held

6,420

-7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,675

of 2,437 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WILLNER & HELLER, LLC holds $7,232,812 across 5 Software - Infrastructure names. CRWD ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,813	$3,660,445
2	FTNT	Fortinet, Inc.	9,940	$1,526,982
3	PLTR	Palantir Technologies Inc.	11,553	$1,347,888
4	ORCL	Oracle Corp	2,670	$391,288
5	CRWD	CrowdStrike Holdings, Inc. This page	6,420	$306,209

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$306,209	1,605	-7.4%	Shares	Sole	2026-07-07
2026-03-31	$676,580	1,733	0.0%	Shares	Sole	2026-04-17
2025-12-31	$812,361	1,733	-2.6%	Shares	Sole	2026-01-12
2025-09-30	$872,386	1,779	-0.6%	Shares	Sole	2025-10-16
2025-06-30	$911,155	1,789	-4.5%	Shares	Sole	2025-07-22
2025-03-31	$660,734	1,874	0.0%	Shares	Sole	2025-05-05
2024-12-31	$641,207	1,874	0.0%	Shares	Sole	2025-01-16
2024-09-30	$525,600	1,874	+114.7%	Shares	Sole	2024-10-10
2024-06-30	$334,524	873	-3.0%	Shares	Sole	2024-07-19
2024-03-31	$288,531	900	-7.2%	Shares	Sole	2024-07-19
2023-12-31	$247,660	970	-54.4%	Shares	Sole	2024-03-06
2022-06-30	$358,695	2,128	+61.3%	Shares	Sole	2022-07-22
2022-03-31	$299,518	1,319	—	Shares	Sole	2022-07-05
No filing history on record for this holder in this stock.