CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 819864
KOKOMO, IN
Position in CRWD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,942,191
+$1,020,824 QoQ
Shares Held
10,180
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#910
of 2,437 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $13,468,126 across 36 Software - Infrastructure names. CRWD ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,805 | $5,895,581 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,805 | $1,979,621 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
10,180 | $1,942,191 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,454 | $1,453,008 | |
| 5 | ORCL |
Oracle Corp
|
6,186 | $906,558 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,921 | $390,296 | |
| 7 | NET |
Cloudflare, Inc.
|
824 | $202,110 | |
| 8 | MDB |
MongoDB, Inc.
|
530 | $178,027 |
All Filings in CRWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,942,191 | 2,545 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $921,367 | 2,360 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,134,399 | 2,420 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $926,327 | 1,889 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $939,676 | 1,845 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $659,677 | 1,871 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $671,660 | 1,963 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $464,738 | 1,657 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $423,424 | 1,105 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $373,487 | 1,165 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $269,873 | 1,057 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $149,805 | 895 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $131,154 | 893 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $119,690 | 872 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $92,760 | 881 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $120,476 | 731 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $117,486 | 697 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $157,366 | 693 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $134,520 | 657 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $154,595 | 629 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $188,231 | 749 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $137,247 | 752 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $86,634 | 409 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $36,939 | 269 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $25,072 | 250 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||