Position in CRWD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$240,389
+$129,123 QoQ
Shares Held
1,260
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,788
of 2,437 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Caldwell Trust Co holds $40,690,696 across 12 Software - Infrastructure names. CRWD ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
76,644 | $28,589,744 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,297 | $5,216,582 | |
| 3 | ORCL |
Oracle Corp
|
33,114 | $4,852,856 | |
| 4 | FTNT |
Fortinet, Inc.
|
4,160 | $639,059 | |
| 5 | NTAP |
NetApp, Inc.
|
4,080 | $631,420 | |
| 6 | SNPS |
Synopsys Inc
|
669 | $298,420 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
1,260 | $240,389 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
950 | $110,836 |
All Filings in CRWD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,389 | 315 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $111,266 | 285 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $142,971 | 305 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $110,335 | 225 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $114,594 | 225 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $8,814 | 25 | Shares | Sole | 2025-09-23 | |
| 2023-12-31 | $8,680 | 34 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $4,944 | 30 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $5,056 | 30 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $6,812 | 30 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $6,552 | 32 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $7,864 | 32 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $7,539 | 30 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $5,475 | 30 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $6,354 | 30 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||