Cromwell Holdings LLC

13F filer · CIK 0001894712

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$223MU.S. long equity reported on 13F

Positions1,09977 new · 14 closed

Net flow last quarter+$9.38MBuys minus sells

Top 10 positions weight30.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 20261,099 positions
NVDANvidia Corp	$13.9M	6.25%	0.00%	+1.7%	Q3 2024
AAPLApple Inc.	$11.8M	5.28%	0.00%	+3.6%	Q3 2024
MSFTMicrosoft Corp	$7.87M	3.53%	0.00%	+2.7%	Q3 2024
AMZNAmazon Com Inc	$6.91M	3.10%	0.00%	+9.8%	Q3 2024
GOOGLAlphabet Inc.	$5.8M	2.60%	0.00%	+3.1%	Q3 2024
AVGOBroadcom Inc.	$5.3M	2.38%	0.00%	Not reported	Q3 2024
GOOGAlphabet Inc.	$5.02M	2.25%	Not reported	Not reported	Q3 2024
METAMeta Platforms, Inc.	$4.1M	1.84%	Not reported	+12.7%	Q3 2024
MUMicron Technology Inc	$4.06M	1.82%	0.00%	Not reported	Q3 2024
TSLATesla, Inc.	$3.91M	1.75%	0.00%	+21.9%	Q3 2024
AMDAdvanced Micro Devices Inc	$3.22M	1.44%	0.00%	+5.4%	Q3 2024
LLYELI LILLY & Co	$3.13M	1.41%	0.00%	+11.8%	Q3 2024
JPMJPMorgan Chase & Co	$3M	1.34%	0.00%	+2.7%	Q3 2024
BRK.BBerkshire Hathaway Inc	$2.88M	1.29%	Not reported	+13.4%	Q3 2024
INTCIntel Corp	$2.2M	0.99%	0.00%	+9.9%	Q3 2024
VVisa Inc.	$1.91M	0.86%	0.00%	+11.7%	Q3 2024
AMATApplied Materials Inc	$1.76M	0.79%	0.00%	Not reported	Q3 2024
LRCXLam Research Corp	$1.74M	0.78%	0.00%	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$1.67M	0.75%	0.00%	Not reported	Q3 2024
ASMLAsml Holding NV	$1.59M	0.71%	0.00%	Not reported	Q3 2024
CATCaterpillar Inc	$1.57M	0.71%	0.00%	Not reported	Q3 2024
CSCOCisco Systems, Inc.	$1.57M	0.70%	0.00%	Not reported	Q3 2024
JNJJohnson & Johnson	$1.55M	0.70%	0.00%	+17.9%	Q3 2024
ABBVAbbVie Inc.	$1.48M	0.67%	0.00%	+12.7%	Q3 2024
WMTWalmart Inc.	$1.4M	0.63%	0.00%	Not reported	Q3 2024
MAMastercard Inc	$1.27M	0.57%	0.00%	Not reported	Q3 2024
KLACKla Corp	$1.26M	0.56%	0.00%	Not reported	Q3 2024
GEGeneral Electric Co	$1.21M	0.54%	0.00%	Not reported	Q3 2024
SNDKSandisk Corp	$1.16M	0.52%	0.00%	+5.6%	Q1 2025
UNHUnitedhealth Group Inc	$1.11M	0.50%	0.00%	+17.6%	Q3 2024
BACBank of America Corp	$1.11M	0.50%	0.00%	+45.7%	Q3 2024
KOCoca Cola Co	$1.08M	0.49%	0.00%	+8.6%	Q3 2024
PANWPalo Alto Networks Inc	$1.08M	0.48%	0.00%	+30.7%	Q3 2024
HDHome Depot, Inc.	$1.07M	0.48%	0.00%	+6.8%	Q3 2024
COSTCostco Wholesale Corp	$1.06M	0.48%	0.00%	Not reported	Q3 2024
GSGoldman Sachs Group Inc	$1.02M	0.46%	0.00%	Not reported	Q3 2024
NFLXNetflix Inc	$999K	0.45%	0.00%	0.0%	Q3 2024
MRKMerck & Co., Inc.	$980K	0.44%	0.00%	+1.3%	Q3 2024
GEVGE Vernova Inc.	$957K	0.43%	0.00%	Not reported	Q3 2024
WFCWells Fargo & Company	$923K	0.41%	0.00%	Not reported	Q3 2024
PGPROCTER & GAMBLE Co	$907K	0.41%	0.00%	-0.7%	Q3 2024
TXNTexas Instruments Inc	$889K	0.40%	0.00%	+66.1%	Q3 2024
CVXChevron Corp	$888K	0.40%	0.00%	Not reported	Q3 2024
IBMInternational Business Machines Corp	$882K	0.40%	0.00%	+14.3%	Q3 2024
PMPhilip Morris International Inc.	$881K	0.40%	0.00%	+13.1%	Q3 2024
RTXRTX Corp	$869K	0.39%	0.00%	Not reported	Q3 2024
PLTRPalantir Technologies Inc.	$862K	0.39%	0.00%	+6.8%	Q3 2024
MSMorgan Stanley	$843K	0.38%	0.00%	Not reported	Q3 2024
CCitigroup Inc	$830K	0.37%	0.00%	Not reported	Q3 2024
ORCLOracle Corp	$790K	0.35%	0.00%	+17.0%	Q3 2024

Q1 2026Reported Apr 30, 20261,034 positions
NVDANvidia Corp	$11.9M	6.72%	0.00%	Not reported	Q3 2024
AAPLApple Inc.	$9.96M	5.60%	0.00%	Not reported	Q3 2024
MSFTMicrosoft Corp	$7.6M	4.28%	0.00%	-1.5%	Q3 2024
AMZNAmazon Com Inc	$5.5M	3.09%	0.00%	+0.3%	Q3 2024
GOOGLAlphabet Inc.	$4.52M	2.54%	0.00%	+0.1%	Q3 2024
AVGOBroadcom Inc.	$4.34M	2.44%	0.00%	0.0%	Q3 2024
GOOGAlphabet Inc.	$4.07M	2.29%	Not reported	Not reported	Q3 2024
METAMeta Platforms, Inc.	$3.69M	2.08%	Not reported	Not reported	Q3 2024
TSLATesla, Inc.	$2.83M	1.59%	0.00%	-2.3%	Q3 2024
JPMJPMorgan Chase & Co	$2.62M	1.47%	0.00%	Not reported	Q3 2024
BRK.BBerkshire Hathaway Inc	$2.43M	1.37%	Not reported	Not reported	Q3 2024
LLYELI LILLY & Co	$2.15M	1.21%	0.00%	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$2.07M	1.17%	0.00%	Not reported	Q3 2024
WMTWalmart Inc.	$1.54M	0.87%	0.00%	Not reported	Q3 2024
VVisa Inc.	$1.5M	0.85%	0.00%	Not reported	Q3 2024
NFLXNetflix Inc	$1.35M	0.76%	0.00%	Not reported	Q3 2024
JNJJohnson & Johnson	$1.27M	0.71%	0.00%	+7.4%	Q3 2024
MAMastercard Inc	$1.24M	0.70%	0.00%	Not reported	Q3 2024
MUMicron Technology Inc	$1.19M	0.67%	0.00%	Not reported	Q3 2024
ABBVAbbVie Inc.	$1.14M	0.64%	0.00%	Not reported	Q3 2024
COSTCostco Wholesale Corp	$1.13M	0.64%	0.00%	Not reported	Q3 2024
CVXChevron Corp	$1.11M	0.62%	0.00%	Not reported	Q3 2024
AMDAdvanced Micro Devices Inc	$1.07M	0.60%	0.00%	Not reported	Q3 2024
ASMLAsml Holding NV	$1.06M	0.59%	0.00%	Not reported	Q3 2024
CATCaterpillar Inc	$1.05M	0.59%	0.00%	Not reported	Q3 2024
CSCOCisco Systems, Inc.	$1.03M	0.58%	0.00%	Not reported	Q3 2024
PLTRPalantir Technologies Inc.	$1.01M	0.57%	0.00%	+5.0%	Q3 2024
HDHome Depot, Inc.	$938K	0.53%	0.00%	-2.6%	Q3 2024
KOCoca Cola Co	$933K	0.52%	0.00%	Not reported	Q3 2024
GEGeneral Electric Co	$921K	0.52%	0.00%	Not reported	Q3 2024
MRKMerck & Co., Inc.	$906K	0.51%	0.00%	Not reported	Q3 2024
PGPROCTER & GAMBLE Co	$900K	0.51%	0.00%	+1.5%	Q3 2024
WFCWells Fargo & Company	$889K	0.50%	0.00%	Not reported	Q3 2024
RTXRTX Corp	$883K	0.50%	0.00%	Not reported	Q3 2024
LRCXLam Research Corp	$860K	0.48%	0.00%	Not reported	Q3 2024
GSGoldman Sachs Group Inc	$852K	0.48%	0.00%	Not reported	Q3 2024
AMATApplied Materials Inc	$831K	0.47%	0.00%	Not reported	Q3 2024
PMPhilip Morris International Inc.	$712K	0.40%	0.00%	Not reported	Q3 2024
GEVGE Vernova Inc.	$711K	0.40%	0.00%	Not reported	Q3 2024
ORCLOracle Corp	$678K	0.38%	0.00%	+5.0%	Q3 2024
CCitigroup Inc	$672K	0.38%	0.00%	Not reported	Q3 2024
IBMInternational Business Machines Corp	$665K	0.37%	0.00%	Not reported	Q3 2024
MSMorgan Stanley	$664K	0.37%	0.00%	Not reported	Q3 2024
VZVerizon Communications Inc	$652K	0.37%	0.00%	-0.1%	Q3 2024
BACBank of America Corp	$651K	0.37%	0.00%	+4.9%	Q3 2024
TAt&T Inc.	$647K	0.36%	0.00%	Not reported	Q3 2024
LINLinde PLC	$643K	0.36%	0.00%	Not reported	Q3 2024
INTCIntel Corp	$633K	0.36%	0.00%	Not reported	Q3 2024
NVSNovartis AG	$629K	0.35%	0.00%	Not reported	Q3 2024
UNHUnitedhealth Group Inc	$615K	0.35%	0.00%	+28.5%	Q3 2024

Q4 2025Reported Jan 20, 20261,006 positions
NVDANvidia Corp	$12.8M	6.97%	0.00%	Not reported	Q3 2024
AAPLApple Inc.	$10.7M	5.82%	0.00%	Not reported	Q3 2024
MSFTMicrosoft Corp	$10.1M	5.51%	0.00%	Not reported	Q3 2024
AMZNAmazon Com Inc	$6.07M	3.31%	0.00%	+0.6%	Q3 2024
GOOGLAlphabet Inc.	$4.92M	2.68%	0.00%	+0.4%	Q3 2024
AVGOBroadcom Inc.	$4.85M	2.65%	0.00%	Not reported	Q3 2024
GOOGAlphabet Inc.	$4.46M	2.43%	Not reported	Not reported	Q3 2024
METAMeta Platforms, Inc.	$4.26M	2.33%	Not reported	Not reported	Q3 2024
TSLATesla, Inc.	$3.51M	1.91%	0.00%	+2.4%	Q3 2024
JPMJPMorgan Chase & Co	$2.87M	1.57%	0.00%	Not reported	Q3 2024
BRK.BBerkshire Hathaway Inc	$2.55M	1.39%	Not reported	Not reported	Q3 2024
LLYELI LILLY & Co	$2.51M	1.37%	0.00%	Not reported	Q3 2024
VVisa Inc.	$1.75M	0.95%	0.00%	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$1.47M	0.80%	0.00%	Not reported	Q3 2024
MAMastercard Inc	$1.42M	0.77%	0.00%	Not reported	Q3 2024
WMTWalmart Inc.	$1.38M	0.75%	0.00%	Not reported	Q3 2024
NFLXNetflix Inc	$1.31M	0.72%	0.00%	Not reported	Q3 2024
ABBVAbbVie Inc.	$1.2M	0.65%	0.00%	Not reported	Q3 2024
PLTRPalantir Technologies Inc.	$1.17M	0.64%	0.00%	0.0%	Q3 2024
AMDAdvanced Micro Devices Inc	$1.12M	0.61%	0.00%	Not reported	Q3 2024
WFCWells Fargo & Company	$1.04M	0.57%	0.00%	Not reported	Q3 2024
CSCOCisco Systems, Inc.	$1.03M	0.56%	0.00%	Not reported	Q3 2024
HDHome Depot, Inc.	$1.01M	0.55%	0.00%	Not reported	Q3 2024
MUMicron Technology Inc	$1M	0.55%	0.00%	Not reported	Q3 2024
JNJJohnson & Johnson	$1M	0.55%	0.00%	+0.2%	Q3 2024
GEGeneral Electric Co	$999K	0.55%	0.00%	Not reported	Q3 2024
COSTCostco Wholesale Corp	$979K	0.53%	0.00%	-12.0%	Q3 2024
GSGoldman Sachs Group Inc	$885K	0.48%	0.00%	Not reported	Q3 2024
PGPROCTER & GAMBLE Co	$880K	0.48%	0.00%	-14.7%	Q3 2024
ASMLAsml Holding NV	$856K	0.47%	0.00%	Not reported	Q3 2024
ORCLOracle Corp	$855K	0.47%	0.00%	Not reported	Q3 2024
KOCoca Cola Co	$852K	0.46%	0.00%	Not reported	Q3 2024
CATCaterpillar Inc	$846K	0.46%	0.00%	Not reported	Q3 2024
RTXRTX Corp	$840K	0.46%	0.00%	Not reported	Q3 2024
CVXChevron Corp	$816K	0.45%	0.00%	-3.7%	Q3 2024
IBMInternational Business Machines Corp	$813K	0.44%	0.00%	Not reported	Q3 2024
MRKMerck & Co., Inc.	$794K	0.43%	0.00%	+13.9%	Q3 2024
CRMSalesforce, Inc.	$780K	0.43%	0.00%	+4.2%	Q3 2024
MSMorgan Stanley	$716K	0.39%	0.00%	Not reported	Q3 2024
BACBank of America Corp	$700K	0.38%	0.00%	Not reported	Q3 2024
CCitigroup Inc	$692K	0.38%	0.00%	Not reported	Q3 2024
PMPhilip Morris International Inc.	$691K	0.38%	0.00%	Not reported	Q3 2024
LRCXLam Research Corp	$689K	0.38%	0.00%	Not reported	Q3 2024
ABTAbbott Laboratories	$683K	0.37%	0.00%	Not reported	Q3 2024
AXPAmerican Express Co	$663K	0.36%	0.00%	Not reported	Q3 2024
ISRGIntuitive Surgical Inc	$648K	0.35%	0.00%	Not reported	Q3 2024
AMATApplied Materials Inc	$625K	0.34%	0.00%	Not reported	Q3 2024
BKNGBooking Holdings Inc.	$611K	0.33%	0.00%	Not reported	Q3 2024
DISWalt Disney Co	$602K	0.33%	0.00%	Not reported	Q3 2024
QCOMQualcomm Inc	$586K	0.32%	0.00%	Not reported	Q3 2024

Q3 2025Reported Oct 24, 20251,015 positions
NVDANvidia Corp	$12.8M	6.83%	0.00%	Not reported	Q3 2024
MSFTMicrosoft Corp	$10.8M	5.77%	0.00%	Not reported	Q3 2024
AAPLApple Inc.	$10M	5.34%	0.00%	Not reported	Q3 2024
AMZNAmazon Com Inc	$5.74M	3.07%	0.00%	Not reported	Q3 2024
METAMeta Platforms, Inc.	$4.74M	2.53%	Not reported	Not reported	Q3 2024
AVGOBroadcom Inc.	$4.62M	2.47%	0.00%	Not reported	Q3 2024
GOOGLAlphabet Inc.	$3.8M	2.03%	0.00%	Not reported	Q3 2024
GOOGAlphabet Inc.	$3.46M	1.85%	Not reported	Not reported	Q3 2024
TSLATesla, Inc.	$3.39M	1.81%	0.00%	Not reported	Q3 2024
JPMJPMorgan Chase & Co	$2.81M	1.50%	0.00%	Not reported	Q3 2024
BRK.BBerkshire Hathaway Inc	$2.55M	1.36%	Not reported	Not reported	Q3 2024
LLYELI LILLY & Co	$1.78M	0.95%	0.00%	Not reported	Q3 2024
VVisa Inc.	$1.7M	0.91%	0.00%	Not reported	Q3 2024
NFLXNetflix Inc	$1.68M	0.90%	0.00%	Not reported	Q3 2024
MAMastercard Inc	$1.41M	0.75%	0.00%	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$1.38M	0.74%	0.00%	Not reported	Q3 2024
WMTWalmart Inc.	$1.28M	0.68%	0.00%	Not reported	Q3 2024
ORCLOracle Corp	$1.23M	0.66%	0.00%	Not reported	Q3 2024
ABBVAbbVie Inc.	$1.21M	0.65%	0.00%	Not reported	Q3 2024
PLTRPalantir Technologies Inc.	$1.2M	0.64%	0.00%	Not reported	Q3 2024
COSTCostco Wholesale Corp	$1.19M	0.64%	0.00%	Not reported	Q3 2024
HDHome Depot, Inc.	$1.19M	0.63%	0.00%	Not reported	Q3 2024
PGPROCTER & GAMBLE Co	$1.11M	0.59%	0.00%	Not reported	Q3 2024
GEGeneral Electric Co	$976K	0.52%	0.00%	Not reported	Q3 2024
WFCWells Fargo & Company	$936K	0.50%	0.00%	Not reported	Q3 2024
CSCOCisco Systems, Inc.	$912K	0.49%	0.00%	Not reported	Q3 2024
JNJJohnson & Johnson	$894K	0.48%	0.00%	Not reported	Q3 2024
CVXChevron Corp	$864K	0.46%	0.00%	Not reported	Q3 2024
AMDAdvanced Micro Devices Inc	$850K	0.45%	0.00%	Not reported	Q3 2024
KOCoca Cola Co	$814K	0.44%	0.00%	Not reported	Q3 2024
GSGoldman Sachs Group Inc	$802K	0.43%	0.00%	Not reported	Q3 2024
ASMLAsml Holding NV	$774K	0.41%	0.00%	Not reported	Q3 2024
IBMInternational Business Machines Corp	$774K	0.41%	0.00%	Not reported	Q3 2024
RTXRTX Corp	$766K	0.41%	0.00%	Not reported	Q3 2024
ABTAbbott Laboratories	$731K	0.39%	0.00%	Not reported	Q3 2024
CATCaterpillar Inc	$704K	0.38%	0.00%	Not reported	Q3 2024
PMPhilip Morris International Inc.	$693K	0.37%	0.00%	Not reported	Q3 2024
CRMSalesforce, Inc.	$670K	0.36%	0.00%	Not reported	Q3 2024
BACBank of America Corp	$657K	0.35%	0.00%	Not reported	Q3 2024
MSMorgan Stanley	$641K	0.34%	0.00%	Not reported	Q3 2024
TAt&T Inc.	$630K	0.34%	0.00%	Not reported	Q3 2024
NOWServiceNow, Inc.	$618K	0.33%	0.00%	Not reported	Q3 2024
UBERUber Technologies, Inc	$617K	0.33%	0.00%	Not reported	Q3 2024
LINLinde PLC	$617K	0.33%	0.00%	Not reported	Q3 2024
BKNGBooking Holdings Inc.	$616K	0.33%	0.00%	Not reported	Q3 2024
DISWalt Disney Co	$602K	0.32%	0.00%	Not reported	Q3 2024
CCitigroup Inc	$602K	0.32%	0.00%	Not reported	Q3 2024
AXPAmerican Express Co	$596K	0.32%	0.00%	Not reported	Q3 2024
MUMicron Technology Inc	$589K	0.31%	0.00%	Not reported	Q3 2024
VZVerizon Communications Inc	$571K	0.31%	0.00%	Not reported	Q3 2024

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