Cromwell Holdings LLC Top Holdings and 13F Report (2025)

About Cromwell Holdings LLC

Investment Activity

Cromwell Holdings LLC has $155.46 million in total holdings as of March 31, 2025.
Cromwell Holdings LLC owns shares of 818 different stocks, but just 180 companies or ETFs make up 80% of its holdings.
Approximately 5.32% of the portfolio was purchased this quarter.
About 13.26% of the portfolio was sold this quarter.
This quarter, Cromwell Holdings LLC has purchased 620 new stocks and bought additional shares in 257 stocks.
Cromwell Holdings LLC sold shares of 113 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Apple: $9,169,526
NVIDIA: $7,516,196
Microsoft: $7,184,214
Amazon.com: $4,853,913
iShares Core S&P 500 ETF: $4,551,390

Largest New Holdings this Quarter

464287200 - iShares Core S&P 500 ETF: $4,551,390 Holding
22160N109 - CoStar Group: $76,774 Holding
37940X102 - Global Payments: $71,776 Holding
030420103 - American Water Works: $69,924 Holding
25809K105 - DoorDash Inc CL A: $58,121 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 8,100 shares (about $4.55M)
Palantir Technologies Inc CL A: 3,076 shares (about $259.61K)
Pfizer: 7,250 shares (about $183.71K)
Medtronic: 1,736 shares (about $156.00K)
Thermo Fisher Scientific: 261 shares (about $129.99K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 7,495 shares (about $2.06M)
Vanguard FTSE Developed Markets ETF: 23,222 shares (about $1.18M)
Vanguard FTSE Emerging Markets ETF: 7,264 shares (about $328.77K)
NextEra Energy: 3,958 shares (about $280.58K)
Intel: 9,578 shares (about $217.51K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$9,169,526	$76,857 ▲	0.8%	41,280	5.9%	Computer and Technology
NVDA NVIDIA	$7,516,196	$89,530 ▲	1.2%	69,344	4.8%	Computer and Technology
MSFT Microsoft	$7,184,214	$129,134 ▼	-1.8%	19,138	4.6%	Computer and Technology
AMZN Amazon.com	$4,853,913		0.0%	25,512	3.1%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$4,551,390	$4,551,390 ▲	New Holding	8,100	2.9%	ETF
META Meta Platforms	$3,722,133		0.0%	6,458	2.4%	Computer and Technology
BRK.B Berkshire Hathaway	$2,701,778		0.0%	5,073	1.7%	Finance
GOOGL Alphabet	$2,367,848	$21,804 ▼	-0.9%	15,312	1.5%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,249,565	$2,059,925 ▼	-47.8%	8,185	1.4%	ETF
JPM JPMorgan Chase & Co.	$2,186,359		0.0%	8,913	1.4%	Finance
GOOG Alphabet	$2,142,226		0.0%	13,712	1.4%	Computer and Technology
TSLA Tesla	$2,022,485		0.0%	7,804	1.3%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$1,930,978		0.0%	2,338	1.2%	Medical
AVGO Broadcom	$1,895,308	$24,277 ▼	-1.3%	11,320	1.2%	Computer and Technology
V Visa	$1,744,590		0.0%	4,978	1.1%	Business Services
XOM Exxon Mobil	$1,496,734	$36,749 ▲	2.5%	12,585	1.0%	Energy
UNH UnitedHealth Group	$1,448,169		0.0%	2,765	0.9%	Medical
MA Mastercard	$1,359,886		0.0%	2,481	0.9%	Business Services
NFLX Netflix	$1,304,609		0.0%	1,399	0.8%	Consumer Discretionary
PG Procter & Gamble	$1,226,683		0.0%	7,198	0.8%	Consumer Staples
ABBV AbbVie	$1,095,790		0.0%	5,230	0.7%	Medical
COST Costco Wholesale	$1,072,515	$9,458 ▼	-0.9%	1,134	0.7%	Retail/Wholesale
WMT Walmart	$1,051,635		0.0%	11,947	0.7%	Retail/Wholesale
HD Home Depot	$1,045,596		0.0%	2,853	0.7%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$1,001,351	$1,180,374 ▼	-54.1%	19,700	0.6%	ETF
BAC Bank of America	$901,535		0.0%	21,604	0.6%	Finance
KO Coca-Cola	$878,976		0.0%	12,186	0.6%	Consumer Staples
JNJ Johnson & Johnson	$863,197	$86,900 ▲	11.2%	5,205	0.6%	Medical
CRM Salesforce	$855,532		0.0%	3,188	0.6%	Computer and Technology
CSCO Cisco Systems	$822,718		0.0%	13,332	0.5%	Computer and Technology
WFC Wells Fargo & Company	$801,966		0.0%	11,171	0.5%	Finance
CVX Chevron	$784,925	$52,696 ▼	-6.3%	4,692	0.5%	Energy
ABT Abbott Laboratories	$723,606		0.0%	5,455	0.5%	Medical
PM Philip Morris International	$683,542		0.0%	4,270	0.4%	Consumer Staples
IBM International Business Machines	$682,323	$19,147 ▼	-2.7%	2,744	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$676,830	$124,172 ▲	22.5%	7,473	0.4%	Medical
GE GE Aerospace	$649,853		0.0%	3,241	0.4%	Industrials
ACN Accenture	$635,938		0.0%	2,038	0.4%	Computer and Technology
T AT&T	$630,814		0.0%	22,306	0.4%	Computer and Technology
ORCL Oracle	$626,069		0.0%	4,478	0.4%	Computer and Technology
RTX RTX	$606,534		0.0%	4,579	0.4%	Aerospace
Linde PLC COM EUR0.001	$604,401		0.0%	1,298	0.4%	Common Stock
VZ Verizon Communications	$589,635	$2,994 ▼	-0.5%	12,999	0.4%	Computer and Technology
DIS Walt Disney	$586,278		0.0%	5,940	0.4%	Consumer Discretionary
ISRG Intuitive Surgical	$566,589		0.0%	1,144	0.4%	Medical
Palantir Technologies Inc CL A	$561,006	$259,614 ▲	86.1%	6,647	0.4%	Common Stock
GS The Goldman Sachs Group	$550,114		0.0%	1,007	0.4%	Finance
TMO Thermo Fisher Scientific	$547,833	$129,986 ▲	31.1%	1,100	0.4%	Medical
NOW ServiceNow	$535,006		0.0%	672	0.3%	Computer and Technology
ASML ASML	$530,104		0.0%	800	0.3%	Computer and Technology
QCOM QUALCOMM	$525,807		0.0%	3,423	0.3%	Computer and Technology
INTU Intuit	$525,575	$13,508 ▼	-2.5%	856	0.3%	Computer and Technology
BKNG Booking	$525,188		0.0%	114	0.3%	Retail/Wholesale
SAP SAP	$516,210		0.0%	1,923	0.3%	Computer and Technology
TXN Texas Instruments	$511,067	$17,072 ▼	-3.2%	2,844	0.3%	Computer and Technology
MCD McDonald's	$506,352		0.0%	1,621	0.3%	Retail/Wholesale
SPGI S&P Global	$501,495		0.0%	987	0.3%	Business Services
AMGN Amgen	$499,415		0.0%	1,603	0.3%	Medical
TMUS T-Mobile US	$498,748		0.0%	1,870	0.3%	Computer and Technology
PEP PepsiCo	$493,752	$52,629 ▲	11.9%	3,293	0.3%	Consumer Staples
CAT Caterpillar	$486,785		0.0%	1,476	0.3%	Industrials
AXP American Express	$482,407		0.0%	1,793	0.3%	Finance
SHEL Shell	$480,131		0.0%	6,552	0.3%	Energy
AMD Advanced Micro Devices	$479,796	$21,062 ▼	-4.2%	4,670	0.3%	Computer and Technology
NVS Novartis	$475,406	$22,979 ▲	5.1%	4,117	0.3%	Medical
MS Morgan Stanley	$470,647		0.0%	4,034	0.3%	Finance
PFE Pfizer	$469,626	$183,715 ▲	64.3%	18,533	0.3%	Medical
ADBE Adobe	$468,290	$67,118 ▼	-12.5%	1,221	0.3%	Computer and Technology
BSX Boston Scientific	$450,429		0.0%	4,465	0.3%	Medical
AZN AstraZeneca	$449,747		0.0%	6,119	0.3%	Medical
CMCSA Comcast	$444,571		0.0%	12,048	0.3%	Consumer Discretionary
COP ConocoPhillips	$435,728		0.0%	4,149	0.3%	Energy
LOW Lowe's Companies	$427,277		0.0%	1,832	0.3%	Retail/Wholesale
HON Honeywell International	$425,194		0.0%	2,008	0.3%	Multi-Sector Conglomerates
TJX TJX Companies	$421,793		0.0%	3,463	0.3%	Retail/Wholesale
C Citigroup	$420,758		0.0%	5,927	0.3%	Finance
PGR Progressive	$418,289		0.0%	1,478	0.3%	Finance
UNP Union Pacific	$418,145		0.0%	1,770	0.3%	Transportation
BA Boeing	$417,677	$49,630 ▲	13.5%	2,449	0.3%	Aerospace
HSBC HSBC	$412,655		0.0%	6,967	0.3%	Finance
BMY Bristol-Myers Squibb	$408,938		0.0%	6,705	0.3%	Medical
FI Fiserv	$399,040		0.0%	1,807	0.3%	Business Services
NVO Novo Nordisk A/S	$396,086	$83,606 ▼	-17.4%	5,704	0.3%	Medical
SYK Stryker	$378,313		0.0%	1,014	0.2%	Medical
Blackrock Inc. COM	$374,806		0.0%	396	0.2%	Common Stock
AMAT Applied Materials	$368,605	$10,013 ▲	2.8%	2,540	0.2%	Computer and Technology
DE Deere & Company	$364,060		0.0%	773	0.2%	Industrials
MDT Medtronic	$362,046	$155,997 ▲	75.7%	4,029	0.2%	Medical
GILD Gilead Sciences	$356,879		0.0%	3,185	0.2%	Medical
PANW Palo Alto Networks	$356,296		0.0%	2,088	0.2%	Computer and Technology
DHR Danaher	$349,865	$50,098 ▼	-12.5%	1,704	0.2%	Medical
CB Chubb	$346,081		0.0%	1,146	0.2%	Finance
MMC Marsh & McLennan Companies	$339,202		0.0%	1,390	0.2%	Finance
ETN Eaton	$333,807		0.0%	1,228	0.2%	Industrials
TM Toyota Motor	$331,700		0.0%	1,879	0.2%	Auto/Tires/Trucks
MUFG Mitsubishi UFJ Financial Group	$328,946		0.0%	24,134	0.2%	Finance
ADP Automatic Data Processing	$323,959		0.0%	1,055	0.2%	Business Services
VWO Vanguard FTSE Emerging Markets ETF	$321,799	$328,769 ▼	-50.5%	7,110	0.2%	ETF
LMT Lockheed Martin	$320,291		0.0%	717	0.2%	Aerospace
SO Southern	$318,055	$31,263 ▲	10.9%	3,459	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cromwell Holdings LLC Top Holdings and 13F Report (2025)

About Cromwell Holdings LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Cromwell Holdings LLC Top Holdings and 13F Report (2025)

About Cromwell Holdings LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCromwell Holdings LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools