PDS Planning, Inc

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 838618 DUBLIN, OH

Position in CRWD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,876,561

+$967,687 QoQ

Shares Held

9,836

+5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#920

of 2,437 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PDS Planning, Inc holds $30,244,999 across 11 Software - Infrastructure names. CRWD ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	53,615	$19,999,467
2	ORCL	Oracle Corp	20,362	$2,984,051
3	CRWD	CrowdStrike Holdings, Inc. This page	9,836	$1,876,561
4	PANW	Palo Alto Networks Inc	5,065	$1,727,266
5	PLTR	Palantir Technologies Inc.	10,081	$1,176,150
6	FTNT	Fortinet, Inc.	4,963	$762,416
7	NET	Cloudflare, Inc.	1,845	$452,541
8	SNPS	Synopsys Inc	897	$400,124

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,876,561	2,459	+5.6%	Shares	Sole	2026-08-05
2026-03-31	$908,874	2,328	+6.3%	Shares	Sole	2026-04-22
2025-12-31	$1,027,053	2,191	-2.7%	Shares	Sole	2026-01-26
2025-09-30	$1,103,845	2,251	-8.2%	Shares	Sole	2025-10-21
2025-06-30	$1,248,318	2,451	+7.8%	Shares	Sole	2025-07-24
2025-03-31	$801,414	2,273	+9.2%	Shares	Sole	2025-04-24
2024-12-31	$712,377	2,082	+3.1%	Shares	Sole	2025-02-10
2024-09-30	$566,268	2,019	+58.6%	Shares	Sole	2024-10-30
2024-06-30	$487,800	1,273	+19.4%	Shares	Sole	2024-08-08
2024-03-31	$341,748	1,066	+22.1%	Shares	Sole	2024-05-01
2023-12-31	$222,894	873	—	Shares	Sole	2024-02-01
No filing history on record for this holder in this stock.