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Cromwell Holdings LLC Top Holdings and 13F Report (2026)

About Cromwell Holdings LLC

Investment Activity

  • Cromwell Holdings LLC has $177.77 million in total holdings as of March 31, 2026.
  • Cromwell Holdings LLC owns shares of 1,036 different stocks, but just 182 companies or ETFs make up 80% of its holdings.
  • Approximately 2.33% of the portfolio was purchased this quarter.
  • About 1.58% of the portfolio was sold this quarter.
  • This quarter, Cromwell Holdings LLC has purchased 1,008 new stocks and bought additional shares in 326 stocks.
  • Cromwell Holdings LLC sold shares of 104 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

NVIDIA
$11,942,205
Apple
$9,962,273
Microsoft
$7,602,551
Amazon.com
$5,496,245
Alphabet
$4,524,181

Largest New Holdings this Quarter

G0593M107 - AstraZeneca
$603,296 Holding
F92124100 - TOTALENERGIES SE
$368,857 Holding
980228308 - Woodside Energy Group
$142,970 Holding
G25508105 - CRH PLC
$85,147 Holding
74743L100 - QNITY ELECTRONICS INC
$67,497 Holding

Largest Purchases this Quarter

AstraZeneca
3,059 shares (about $603.30K)
TOTALENERGIES SE
4,011 shares (about $368.86K)
Woodside Energy Group
5,987 shares (about $142.97K)
UnitedHealth Group
504 shares (about $136.38K)
APPLOVIN CORP
324 shares (about $128.95K)

Largest Sales this Quarter

PepsiCo
1,180 shares (about $183.24K)
Adobe
493 shares (about $119.84K)
Microsoft
320 shares (about $118.45K)
Blackstone
771 shares (about $88.66K)
Tesla
181 shares (about $67.29K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCromwell Holdings LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$11,942,2050.0%68,4726.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$9,962,2730.0%39,2545.6%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$7,602,551$118,454 â–¼-1.5%20,5384.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,496,245$18,536 â–²0.3%26,3903.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,524,181$4,313 â–²0.1%15,7332.5%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$4,339,330$929 â–²0.0%14,0202.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$4,072,8390.0%14,1982.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,694,8160.0%6,4582.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,831,248$67,287 â–¼-2.3%7,6161.6%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,621,8480.0%8,9131.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,430,9810.0%5,0731.4%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,150,4220.0%2,3381.2%Medical
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,071,2090.0%12,2081.2%Energy
WALMART INC
$1,542,0240.0%12,3830.9%COM
Visa Inc. stock logo
V
Visa
$1,504,5510.0%4,9780.8%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$1,345,1390.0%13,9900.8%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,267,421$86,776 â–²7.3%5,1850.7%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$1,239,6570.0%2,4810.7%Business Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,189,3870.0%3,5190.7%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,137,4720.0%5,2300.6%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,130,9480.0%1,1350.6%Retail/Wholesale
Chevron Corporation stock logo
CVX
Chevron
$1,108,1570.0%5,3560.6%Energy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,068,2110.0%5,2510.6%Computer and Technology
ASML Holding N.V. stock logo
ASML
ASML
$1,056,6640.0%8000.6%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,045,6870.0%1,4760.6%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,034,4300.0%13,3320.6%Computer and Technology
PALANTIR TECHNOLOGIES INC
$1,011,233$47,834 â–²5.0%6,9130.6%CL A
The Home Depot, Inc. stock logo
HD
Home Depot
$938,323$25,325 â–¼-2.6%2,8530.5%Retail/Wholesale
CocaCola Company (The) stock logo
KO
CocaCola
$933,2040.0%12,1860.5%Consumer Staples
GE Aerospace stock logo
GE
GE Aerospace
$921,2210.0%3,2410.5%Aerospace
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$906,3700.0%7,4820.5%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$900,295$13,144 â–²1.5%6,2330.5%Consumer Staples
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$889,3240.0%11,1710.5%Finance
RTX Corporation stock logo
RTX
RTX
$883,2890.0%4,5790.5%Aerospace
LAM RESEARCH CORP
$859,9580.0%4,0200.5%COM NEW
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$851,9120.0%1,0070.5%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$831,2330.0%2,4320.5%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$712,2790.0%4,2700.4%Consumer Staples
GE VERNOVA INC
$710,9480.0%8140.4%COM
Oracle Corporation stock logo
ORCL
Oracle
$678,030$32,511 â–²5.0%4,6090.4%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$672,1810.0%5,9270.4%Financial Services
International Business Machines Corporation stock logo
IBM
International Business Machines
$665,1180.0%2,7440.4%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$663,8760.0%4,0340.4%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$651,897$653 â–¼-0.1%12,9860.4%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$651,203$30,615 â–²4.9%13,3580.4%Finance
AT&T Inc. stock logo
T
AT&T
$646,6510.0%22,3060.4%Computer and Technology
LINDE PLC
$643,4960.0%1,2980.4%SHS
Intel Corporation stock logo
INTC
Intel
$632,9560.0%14,3430.4%Computer and Technology
Novartis AG stock logo
NVS
Novartis
$628,8720.0%4,1170.4%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$615,322$136,377 â–²28.5%2,2740.3%Medical
KLA Corporation stock logo
KLAC
KLA
$612,5220.0%4160.3%Computer and Technology
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$609,3360.0%6,5520.3%Energy
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$603,296$603,296 â–²New Holding3,0590.3%Medical
HSBC Holdings plc stock logo
HSBC
HSBC
$590,3840.0%6,9670.3%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$568,4350.0%1,8290.3%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$564,0160.0%1,6030.3%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$558,114$1,951 â–¼-0.3%5,4360.3%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$553,0410.0%3,4630.3%Retail/Wholesale
Salesforce Inc. stock logo
CRM
Salesforce
$547,690$1,120 â–¼-0.2%2,9340.3%Computer and Technology
American Express Company stock logo
AXP
American Express
$542,3460.0%1,7930.3%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$541,212$90,837 â–²20.2%5,8270.3%Utilities
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$527,3720.0%1,1440.3%Medical
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$520,7700.0%3,2190.3%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$518,6940.0%18,4720.3%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$514,2720.0%3,8960.3%Energy
The Walt Disney Company stock logo
DIS
Walt Disney
$506,5740.0%5,2560.3%Consumer Discretionary
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$505,7060.0%5,3810.3%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$479,9770.0%1140.3%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$453,8680.0%2,0080.3%Multi-Sector Conglomerates
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$443,8940.0%3,1850.2%Medical
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$440,8140.0%3,4230.2%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$440,7150.0%6,1270.2%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$439,2180.0%1,2280.2%Industrials
Deere & Company stock logo
DE
Deere & Company
$436,6840.0%7730.2%Industrials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$433,3470.0%7170.2%Aerospace
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$432,8650.0%1,8320.2%Retail/Wholesale
Union Pacific Corporation stock logo
UNP
Union Pacific
$427,9820.0%1,7640.2%Transportation
Amphenol Corporation stock logo
APH
Amphenol
$424,8690.0%3,3560.2%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$422,362$2,552 â–²0.6%9930.2%Finance
The Boeing Company stock logo
BA
Boeing
$416,9680.0%2,0950.2%Aerospace
Banco Santander, S.A. stock logo
SAN
Banco Santander
$414,5740.0%36,7530.2%Finance
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$414,1290.0%1,6960.2%Energy
Mitsubishi UFJ Financial Group, Inc. stock logo
MUFG
Mitsubishi UFJ Financial Group
$409,5540.0%24,1340.2%Finance
Toyota Motor Corporation stock logo
TM
Toyota Motor
$408,6760.0%1,9830.2%Auto/Tires/Trucks
Accenture PLC stock logo
ACN
Accenture
$406,891$1,586 â–¼-0.4%2,0520.2%Computer and Technology
Newmont Corporation stock logo
NEM
Newmont
$406,4790.0%3,7550.2%Basic Materials
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$403,9890.0%6,6610.2%Medical
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$392,7560.0%1,8700.2%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$390,3580.0%1,2270.2%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$387,974$61,242 â–²18.7%2,4200.2%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$384,357$10,827 â–¼-2.7%7810.2%Medical
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$381,7310.0%4,0910.2%Finance
BLACKROCK INC
$380,8370.0%3960.2%COM
McKesson Corporation stock logo
MCK
McKesson
$379,3870.0%4380.2%Medical
Altria Group, Inc. stock logo
MO
Altria Group
$376,5530.0%5,6160.2%Consumer Staples
Chubb Limited stock logo
CB
Chubb
$374,6270.0%1,1460.2%Finance
ARISTA NETWORKS INC
$372,0230.0%3,0300.2%COM SHS
Medtronic PLC stock logo
MDT
Medtronic
$369,8820.0%4,2340.2%Medical
TOTALENERGIES SE
$368,857$368,857 â–²New Holding4,0110.2%ACT
BHP Group Limited Sponsored ADR stock logo
BHP
BHP Group
$364,7910.0%5,0150.2%Basic Materials

Showing largest 100 holdings. View all holdings.
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