Fund HoldingsCromwell Holdings LLC

Total Portfolio Value
$183.24M
Total Bought
$183.24M
Total Sold
$187.13M
Net Transaction
-$3.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)068,472+68,472012,7706.97%+12,770
APPLE INC(AAPL)039,254+39,254010,6725.82%+10,672
MICROSOFT CORP(MSFT)020,858+20,858010,0875.51%+10,087
AMAZON COM INC(AMZN)026,301+26,30106,0713.31%+6,071
ALPHABET INC(GOOG)015,718+15,71804,9202.68%+4,920
BROADCOM INC(AVGO)014,017+14,01704,8512.65%+4,851
ALPHABET INC(GOOG)014,198+14,19804,4552.43%+4,455
META PLATFORMS INC(META)06,458+6,45804,2632.33%+4,263
TESLA INC(TSLA)07,797+7,79703,5061.91%+3,506
JPMORGAN CHASE & CO.(JPM)08,913+8,91302,8721.57%+2,872
BERKSHIRE HATHAWAY INC DEL05,073+5,07302,5501.39%+2,550
ELI LILLY & CO(LLY)02,338+2,33802,5131.37%+2,513
VISA INC(V)04,978+4,97801,7460.95%+1,746
EXXON MOBIL CORP012,208+12,20801,4690.80%+1,469
MASTERCARD INCORPORATED(MA)02,481+2,48101,4160.77%+1,416
WALMART INC(WMT)012,383+12,38301,3830.75%+1,383
NETFLIX INC(NFLX)013,990+13,99001,3120.72%+1,312
ABBVIE INC(ABBV)05,230+5,23001,1950.65%+1,195
PALANTIR TECHNOLOGIES INC(PLTR)06,586+6,58601,1710.64%+1,171
ADVANCED MICRO DEVICES INC(AMD)05,251+5,25101,1250.61%+1,125
WELLS FARGO CO NEW(WFC)011,171+11,17101,0410.57%+1,041
CISCO SYS INC(CSCO)013,332+13,33201,0270.56%+1,027
HOME DEPOT INC(HD)02,930+2,93001,0080.55%+1,008
MICRON TECHNOLOGY INC(MU)03,519+3,51901,0050.55%+1,005
JOHNSON & JOHNSON(JNJ)04,830+4,83001,0000.55%+1,000
GE AEROSPACE(GE)03,241+3,24109990.55%+999
COSTCO WHSL CORP NEW(COST)01,135+1,13509790.53%+979
GOLDMAN SACHS GROUP INC(GS)01,007+1,00708850.48%+885
PROCTER AND GAMBLE CO(PG)06,142+6,14208800.48%+880
ASML HOLDING N V
N Y REGISTRY SHS
0800+80008560.47%+856
ORACLE CORP(ORCL)04,388+4,38808550.47%+855
COCA COLA CO(KO)012,186+12,18608520.46%+852
CATERPILLAR INC(CAT)01,476+1,47608460.46%+846
RTX CORPORATION(RTX)04,579+4,57908400.46%+840
CHEVRON CORP NEW(CVX)05,356+5,35608160.45%+816
INTERNATIONAL BUSINESS MACHS(IBM)02,744+2,74408130.44%+813
MERCK & CO INC(MRK)07,482+7,48207940.43%+794
SALESFORCE INC(CRM)02,940+2,94007800.43%+780
MORGAN STANLEY(MS)04,034+4,03407160.39%+716
BANK AMERICA CORP012,730+12,73007000.38%+700
CITIGROUP INC(C)05,927+5,92706920.38%+692
PHILIP MORRIS INTL INC(PM)04,270+4,27006910.38%+691
LAM RESEARCH CORP(LRCX)04,020+4,02006890.38%+689
ABBOTT LABS05,455+5,45506830.37%+683
AMERICAN EXPRESS CO(AXP)01,793+1,79306630.36%+663
INTUITIVE SURGICAL INC01,144+1,14406480.35%+648
APPLIED MATLS INC02,432+2,43206250.34%+625
BOOKING HOLDINGS INC(BKNG)0114+11406110.33%+611
DISNEY WALT CO(DIS)05,256+5,25606020.33%+602
QUALCOMM INC(QCOM)03,423+3,42305860.32%+586
UNITEDHEALTH GROUP INC(UNH)01,770+1,77005840.32%+584
NOVARTIS AG(NVS)04,117+4,11705680.31%+568
ASTRAZENECA PLC(AZN)06,119+6,11905630.31%+563
MCDONALDS CORP(MCD)01,829+1,82905590.31%+559
AT&T INC(T)022,306+22,30605540.30%+554
LINDE PLC(LIN)01,298+1,29805530.30%+553
ACCENTURE PLC IRELAND
SHS CLASS A
02,060+2,06005530.30%+553
ROYAL BK CDA(RY)03,219+3,21905490.30%+549
HSBC HLDGS PLC(HSBC)06,967+6,96705480.30%+548
INTUIT(INTU)0823+82305450.30%+545
SCHWAB CHARLES CORP(SCHW)05,381+5,38105380.29%+538
GE VERNOVA INC(GEV)0814+81405320.29%+532
TJX COS INC NEW(TJX)03,463+3,46305320.29%+532
VERIZON COMMUNICATIONS INC(VZ)012,999+12,99905290.29%+529
INTEL CORP(INTC)014,343+14,34305290.29%+529
AMGEN INC(AMGN)01,603+1,60305250.29%+525
S&P GLOBAL INC(SPGI)0987+98705160.28%+516
SERVICENOW INC(NOW)03,360+3,36005150.28%+515
KLA CORP(KLAC)0416+41605050.28%+505
UBER TECHNOLOGIES INC(UBER)06,127+6,12705010.27%+501
SHELL PLC(SHEL)06,552+6,55204810.26%+481
SAP SE(SAP)01,923+1,92304670.25%+467
THERMO FISHER SCIENTIFIC INC(TMO)0803+80304660.25%+466
CAPITAL ONE FINL CORP(COF)01,906+1,90604620.25%+462
PFIZER INC(PFE)018,472+18,47204600.25%+460
BOEING CO(BA)02,095+2,09504550.25%+455
AMPHENOL CORP NEW03,356+3,35604540.25%+454
DANAHER CORPORATION(DHR)01,950+1,95004470.24%+447
LOWES COS INC(LOW)01,832+1,83204420.24%+442
PEPSICO INC(PEP)03,025+3,02504380.24%+438
BANCO SANTANDER SA(SAN)036,753+36,75304310.24%+431
BOSTON SCIENTIFIC CORP(BSX)04,465+4,46504260.23%+426
TOYOTA MOTOR CORP(TM)01,983+1,98304240.23%+424
BLACKROCK INC(BLK)0396+39604240.23%+424
MEDTRONIC PLC(MDT)04,234+4,23404100.22%+410
UNION PAC CORP(UNP)01,764+1,76404080.22%+408
ARISTA NETWORKS INC(ANET)03,030+3,03003970.22%+397
HONEYWELL INTL INC(HON)02,008+2,00803920.21%+392
EATON CORP PLC(ETN)01,228+1,22803910.21%+391
GILEAD SCIENCES INC(GILD)03,185+3,18503910.21%+391
NEXTERA ENERGY INC(NEE)04,849+4,84903890.21%+389
TORONTO DOMINION BK ONT(TD)04,091+4,09103850.21%+385
MITSUBISHI UFJ FINL GROUP IN(MUFG)024,134+24,13403830.21%+383
T-MOBILE US INC(TMUS)01,870+1,87003800.21%+380
PALO ALTO NETWORKS INC(PANW)02,038+2,03803750.20%+375
NEWMONT CORP(NEM)03,755+3,75503750.20%+375
CONOCOPHILLIPS(COP)03,896+3,89603650.20%+365
DEERE & CO(DE)0773+77303610.20%+361
MCKESSON CORP(MCK)0438+43803600.20%+360
BRISTOL-MYERS SQUIBB CO(BMY)06,661+6,66103590.20%+359
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