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

About Cromwell Holdings LLC

Investment Activity

  • Cromwell Holdings LLC has $222.78 million in total holdings as of June 30, 2026.
  • Cromwell Holdings LLC owns shares of 1,108 different stocks, but just 167 companies or ETFs make up 80% of its holdings.
  • Approximately 10.97% of the portfolio was purchased this quarter.
  • About 1.66% of the portfolio was sold this quarter.
  • This quarter, Cromwell Holdings LLC has purchased 1,036 new stocks and bought additional shares in 577 stocks.
  • Cromwell Holdings LLC sold shares of 131 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

NVIDIA
$13,929,265
Apple
$11,765,667
Microsoft
$7,868,111
Amazon.com
$6,905,902
Alphabet
$5,796,898

Largest New Holdings this Quarter

464287200 - iShares Core S&P 500 ETF
$5,047,519 Holding
922908769 - Vanguard Total Stock Market ETF
$2,749,730 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$1,272,525 Holding
922042858 - Vanguard FTSE Emerging Markets ETF
$376,644 Holding
573874104 - Marvell Technology
$268,995 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
6,740 shares (about $5.05M)
Vanguard Total Stock Market ETF
7,410 shares (about $2.75M)
Vanguard FTSE Developed Markets ETF
17,860 shares (about $1.27M)
KLA
3,744 shares (about $1.13M)
Tesla
1,669 shares (about $701.98K)

Largest Sales this Quarter

Abbott Laboratories
2,768 shares (about $251.17K)
Medtronic
2,752 shares (about $216.54K)
Intuit
733 shares (about $191.31K)
S&P Global
384 shares (about $156.39K)
Apollo Global Management
875 shares (about $103.52K)

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
$13,929,265$228,703 â–²1.7%69,6156.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$11,765,667$407,130 â–²3.6%40,6615.3%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$7,868,111$207,026 â–²2.7%21,0933.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,905,902$616,109 â–²9.8%28,9753.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,796,898$174,397 â–²3.1%16,2212.6%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$5,296,0560.0%14,0202.4%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,047,519$5,047,519 â–²New Holding6,7402.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$5,016,5790.0%14,1982.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,099,625$461,898 â–²12.7%7,2781.8%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$4,061,9460.0%3,5191.8%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$3,905,271$701,981 â–²21.9%9,2851.8%Auto/Tires/Trucks
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,215,337$164,978 â–²5.4%5,5351.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,134,111$329,843 â–²11.8%2,6131.4%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,995,070$77,577 â–²2.7%9,1501.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,878,243$339,765 â–²13.4%5,7521.3%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,749,730$2,749,730 â–²New Holding7,4101.2%ETF
Intel Corporation stock logo
INTC
Intel
$2,200,290$197,576 â–²9.9%15,7581.0%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,907,580$199,678 â–²11.7%5,5600.9%Business Services
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,758,3360.0%2,4320.8%Computer and Technology
LAM RESEARCH CORP
$1,743,0320.0%4,0200.8%COM NEW
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,669,0780.0%12,2080.7%Energy
ASML Holding N.V. stock logo
ASML
ASML
$1,591,5520.0%8000.7%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,571,7920.0%1,4760.7%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,565,9770.0%13,3320.7%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,553,027$236,192 â–²17.9%6,1150.7%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$1,482,915$166,837 â–²12.7%5,8930.7%Medical
WALMART INC
$1,402,4990.0%12,3830.6%COM
Mastercard Incorporated stock logo
MA
Mastercard
$1,274,2420.0%2,4810.6%Business Services
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,272,525$1,272,525 â–²New Holding17,8600.6%ETF
KLA Corporation stock logo
KLAC
KLA
$1,255,114$1,129,603 â–²900.0%4,1600.6%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$1,211,2590.0%3,2410.5%Aerospace
SANDISK CORP
$1,159,602$61,391 â–²5.6%5100.5%COM
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,111,395$166,252 â–²17.6%2,6740.5%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$1,108,945$347,806 â–²45.7%19,4620.5%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$1,082,050$85,236 â–²8.6%13,2280.5%Consumer Staples
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,078,988$253,719 â–²30.7%3,1640.5%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,074,616$68,420 â–²6.8%3,0470.5%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,061,7590.0%1,1350.5%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,018,4500.0%1,0070.5%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$998,815$71 â–¼0.0%13,9890.4%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$980,085$12,288 â–²1.3%7,5770.4%Medical
GE VERNOVA INC
$956,7440.0%8140.4%COM
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$923,1710.0%11,1710.4%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$907,262$6,745 â–¼-0.7%6,1870.4%Consumer Staples
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$889,143$353,809 â–²66.1%2,9830.4%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$887,8110.0%5,3560.4%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$881,874$110,234 â–²14.3%3,1360.4%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$880,895$102,133 â–²13.1%4,8300.4%Consumer Staples
RTX Corporation stock logo
RTX
RTX
$868,7740.0%4,5790.4%Aerospace
PALANTIR TECHNOLOGIES INC
$861,608$55,068 â–²6.8%7,3850.4%CL A
Morgan Stanley stock logo
MS
Morgan Stanley
$843,2670.0%4,0340.4%Finance
Citigroup Inc. stock logo
C
Citigroup
$829,5430.0%5,9270.4%Financial Services
Oracle Corporation stock logo
ORCL
Oracle
$790,051$114,602 â–²17.0%5,3910.4%Computer and Technology
LINDE PLC
$748,830$75,246 â–²11.2%1,4430.3%SHS
Western Digital Corporation stock logo
WDC
Western Digital
$725,5860.0%1,1360.3%Computer and Technology
Amphenol Corporation stock logo
APH
Amphenol
$703,455$110,886 â–²18.7%3,9840.3%Computer and Technology
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$666,2360.0%3,2190.3%Finance
HSBC Holdings plc stock logo
HSBC
HSBC
$662,4920.0%6,9670.3%Finance
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$657,114$24,577 â–²3.9%3,5560.3%Computer and Technology
Novartis AG stock logo
NVS
Novartis
$645,2160.0%4,1170.3%Medical
Corning Incorporated stock logo
GLW
Corning
$631,9340.0%2,4740.3%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$631,116$17,552 â–²2.9%8270.3%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$620,311$39,833 â–²6.9%1,7130.3%Medical
American Express Company stock logo
AXP
American Express
$606,4820.0%1,7930.3%Finance
ARISTA NETWORKS INC
$592,372$77,635 â–²15.1%3,4870.3%COM SHS
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$580,0480.0%3,0590.3%Medical
Analog Devices, Inc. stock logo
ADI
Analog Devices
$579,471$92,143 â–²18.9%1,4590.3%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$573,755$63,923 â–²12.5%5,9150.3%Consumer Discretionary
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$559,1640.0%5790.3%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$549,8270.0%12,9860.2%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$545,859$22,584 â–²4.3%1,2810.2%Industrials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$540,911$149,027 â–²38.0%1,0780.2%Medical
The Boeing Company stock logo
BA
Boeing
$535,114$81,609 â–²18.0%2,4720.2%Aerospace
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$524,6450.0%3,4630.2%Retail/Wholesale
Union Pacific Corporation stock logo
UNP
Union Pacific
$513,536$33,728 â–²7.0%1,8880.2%Transportation
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$513,191$1,755 â–²0.3%5,8470.2%Utilities
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$508,0420.0%6,5520.2%Energy
Booking Holdings Inc. stock logo
BKNG
Booking
$507,984$487,665 â–²2,400.0%2,8500.2%Retail/Wholesale
Banco Santander, S.A. stock logo
SAN
Banco Santander
$507,1910.0%36,7530.2%Finance
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$496,7700.0%4,0910.2%Finance
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$496,5050.0%5,3810.2%Finance
Deere & Company stock logo
DE
Deere & Company
$491,5890.0%7730.2%Industrials
Mitsubishi UFJ Financial Group, Inc. stock logo
MUFG
Mitsubishi UFJ Financial Group
$480,0250.0%24,1340.2%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$467,690$6,755 â–²1.5%2,9770.2%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$461,7350.0%22,3060.2%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$455,343$398 â–²0.1%1,1450.2%Medical
BLACKROCK INC
$450,010$69,232 â–²18.2%4680.2%COM
Pfizer Inc. stock logo
PFE
Pfizer
$448,249$3,443 â–²0.8%18,6150.2%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$442,1240.0%6,1270.2%Computer and Technology
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$441,798$8,181 â–²1.9%1,7280.2%Energy
McDonald's Corporation stock logo
MCD
McDonald's
$438,172$56,224 â–¼-11.4%1,6210.2%Retail/Wholesale
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$437,9320.0%1,0150.2%Computer and Technology
BHP Group Limited Sponsored ADR stock logo
BHP
BHP Group
$417,8000.0%5,0150.2%Basic Materials
Danaher Corporation stock logo
DHR
Danaher
$417,570$65,430 â–²18.6%2,1890.2%Medical
Altria Group, Inc. stock logo
MO
Altria Group
$410,0240.0%5,6160.2%Consumer Staples
CVS Health Corporation stock logo
CVS
CVS Health
$406,3520.0%3,9280.2%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$405,0280.0%3,8960.2%Energy
Welltower Inc. stock logo
WELL
Welltower
$404,2340.0%1,7810.2%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$403,9380.0%1,8320.2%Retail/Wholesale
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$402,519$126 â–²0.0%3,1860.2%Medical

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