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Cromwell Holdings LLC

SEC CIK
0001894712
Latest filing
Jul 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only.

Institution overview
Positions
611
No filing for Q1 2024
Portfolio value
$167.1M
No filing for Q1 2024
Filed
Aug 14, 2024
SEC

Cromwell Holdings LLC did not file a 13F for Q1 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Cromwell Holdings LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464287234MSCI EMG MKT ETF208,500$8.88M5.3%–––
MSFTMicrosoft CorpStock19,625$8.77M5.2%––History
NVDANVIDIA CorpStock68,160$8.42M5.0%––History
iShares Tr464288257MSCI ACWI ETF72,760$8.18M4.9%–––
AAPLApple Inc.Stock38,746$8.16M4.9%––History
AMZNAmazon Com IncStock26,237$5.07M3.0%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF16,825$4.52M2.7%–––
METAMeta Platforms, Inc.Stock6,458$3.26M1.9%––History
GOOGLAlphabet Inc.Stock16,324$2.97M1.8%––History
GOOGAlphabet Inc.Stock13,337$2.45M1.5%––History
LLYEli Lilly & CoStock2,338$2.12M1.3%––History
BRK.BBerkshire Hathaway IncStock5,073$2.06M1.2%––History
Vanguard Ftse Developed Markets ETF921943858ETF40,997$2.03M1.2%–––
AVGOBroadcom Inc.Stock1,132$1.82M1.1%––History
JPMJPMorgan Chase & CoStock8,913$1.80M1.1%––History
XOMExxonMobil Holdings CorpCOM12,276$1.41M0.8%––History
UNHUnitedHealth Group IncStock2,765$1.41M0.8%––History
iShares Core U.S. Aggregate Bond ETF464287226ETF14,385$1.40M0.8%–––
VVisa Inc.Stock4,772$1.25M0.7%––History
PGProcter & Gamble CoStock7,198$1.19M0.7%––History
MAMastercard IncStock2,481$1.09M0.7%––History
HDHome Depot, Inc.Stock2,853$982.1K0.6%––History
TSLATesla, Inc.Stock4,885$966.6K0.6%––History
COSTCostco Wholesale CorpStock1,134$963.9K0.6%––History
NFLXNetflix IncStock1,399$944.2K0.6%––History
MRKMerck & Co., Inc.Stock7,547$940.1K0.6%––History
ABBVAbbVie Inc.Stock5,230$897.0K0.5%––History
NVONovo Nordisk A SADR6,142$876.7K0.5%––History
BACBank of America CorpStock21,604$859.2K0.5%––History
AMDAdvanced Micro Devices IncStock5,290$858.1K0.5%––History
CRMSalesforce, Inc.Stock3,188$819.6K0.5%––History
CVXChevron CorpStock5,195$812.6K0.5%––History
WMTWalmart Inc.Stock11,664$789.8K0.5%––History
KOCoca Cola CoStock12,186$781.5K0.5%––History
JNJJohnson & JohnsonStock5,088$743.7K0.4%––History
ASMLASML Holding NVADR718$734.3K0.4%––History
QCOMQualcomm IncStock3,423$681.8K0.4%––History
ADBEAdobe Inc.Stock1,201$667.2K0.4%––History
WFCWells Fargo & CompanyStock11,171$663.4K0.4%––History
Vanguard Ftse Emerging Markets ETF922042858ETF14,779$646.7K0.4%–––
CSCOCisco Systems, Inc.Stock13,299$631.8K0.4%––History
ORCLOracle CorpStock4,385$619.2K0.4%––History
ACNAccenture plcStock1,943$589.5K0.4%––History
AMATApplied Materials IncStock2,432$573.9K0.3%––History
TXNTexas Instruments IncStock2,939$571.7K0.3%––History
LINLinde PLCStock1,298$569.6K0.3%––History
DISWalt Disney CoStock5,663$562.3K0.3%––History
ABTAbbott LaboratoriesStock5,300$550.7K0.3%––History
INTUIntuit Inc.Stock823$540.9K0.3%––History
VZVerizon Communications IncStock13,065$538.8K0.3%––History
NOWServiceNow, Inc.Stock672$528.6K0.3%––History
PEPPepsiCo IncStock3,174$523.5K0.3%––History
ISRGIntuitive Surgical IncCOM NEW1,144$508.9K0.3%––History
AMGNAmgen IncStock1,603$500.9K0.3%––History
CATCaterpillar IncStock1,476$491.7K0.3%––History
UBERUber Technologies, IncStock6,712$487.8K0.3%––History
DHRDanaher CorpStock1,948$487.2K0.3%––History
GEGeneral Electric CoStock3,048$484.5K0.3%––History
CMCSAComcast CorpStock12,230$478.9K0.3%––History
AZNAstraZeneca PLCSPONSORED ADR6,119$477.2K0.3%––History
SHELShell plcADR6,552$472.9K0.3%––History
IBMInternational Business Machines CorpStock2,694$465.9K0.3%––History
RTXRTX CorpStock4,579$459.7K0.3%––History
GSGoldman Sachs Group IncStock1,007$455.5K0.3%––History
BKNGBooking Holdings Inc.Stock114$451.6K0.3%––History
MCDMcDonalds CorpStock1,762$449.0K0.3%––History
SPGIS&P Global Inc.Stock987$440.2K0.3%––History
PMPhilip Morris International Inc.Stock4,270$438.2K0.3%––History
MUMicron Technology IncStock3,323$437.1K0.3%––History
INTCIntel CorpStock13,982$433.0K0.3%––History
LRCXLam Research CorpCOM402$428.9K0.3%––History
HONHoneywell International IncCOM2,008$428.8K0.3%––History
TAT&T Inc.Stock22,306$426.3K0.3%––History
AXPAmerican Express CoStock1,793$415.2K0.2%––History
COPConocoPhillipsStock3,623$414.4K0.2%––History
TMOThermo Fisher Scientific Inc.Stock738$408.4K0.2%––History
LOWLowes Companies IncStock1,832$403.9K0.2%––History
UNPUnion Pacific CorpStock1,770$400.5K0.2%––History
MSMorgan StanleyStock4,034$392.1K0.2%––History
SAPSAP SEADR1,923$387.9K0.2%––History
ETNEaton Corp plcStock1,228$385.0K0.2%––History
TJXTJX Companies IncStock3,463$381.3K0.2%––History
CCitigroup IncStock5,927$376.1K0.2%––History
TMToyota Motor CorpADS1,827$374.5K0.2%––History
VRTXVertex Pharmaceuticals IncStock794$372.2K0.2%––History
ELVElevance Health, Inc.Stock673$364.7K0.2%––History
SCHWSchwab Charles CorpStock4,739$349.2K0.2%––History
MDTMedtronic plcStock4,359$346.1K0.2%––History
SYKStryker CorpStock1,014$345.8K0.2%––History
BSXBoston Scientific CorpStock4,465$343.9K0.2%––History
PANWPalo Alto Networks IncStock1,014$343.8K0.2%––History
NVSNovartis AGADR3,213$342.1K0.2%––History
KLACKLA CorpCOM NEW413$340.5K0.2%––History
BABoeing CoStock1,862$338.9K0.2%––History
PLDPrologis, Inc.REIT3,014$338.5K0.2%––History
LMTLockheed Martin CorpStock717$334.9K0.2%––History
TMUST-Mobile US, Inc.Stock1,870$329.5K0.2%––History
BLKBlackRock, Inc.COM396$311.8K0.2%––History
PGRProgressive CorpStock1,478$307.0K0.2%––History
HSBCHSBC Holdings PLCSPON ADR NEW6,967$303.1K0.2%––History