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Livermore
Livermore
ZHEN

Cromwell Holdings LLC

SEC CIK
0001894712
Latest filing
Jul 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
1,108
+72 vs. Q1 2026
Portfolio value
$222.8M
+$45.0M (+25.3%) vs. Q1 2026
Filed
Jul 13, 2026
SEC
Holdings of Cromwell Holdings LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock69,615$13.9M6.3%+1,143+1.7%AddedHistory
AAPLApple Inc.Stock40,661$11.8M5.3%+1,407+3.6%AddedHistory
MSFTMicrosoft CorpStock21,093$7.87M3.5%+555+2.7%AddedHistory
AMZNAmazon Com IncStock28,975$6.91M3.1%+2,585+9.8%AddedHistory
GOOGLAlphabet Inc.Stock16,221$5.80M2.6%+488+3.1%AddedHistory
AVGOBroadcom Inc.Stock14,020$5.30M2.4%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF6,740$5.05M2.3%+6,740New–
GOOGAlphabet Inc.Stock14,198$5.02M2.3%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock7,278$4.10M1.8%+820+12.7%AddedHistory
MUMicron Technology IncStock3,519$4.06M1.8%00.0%UnchangedHistory
TSLATesla, Inc.Stock9,285$3.91M1.8%+1,669+21.9%AddedHistory
AMDAdvanced Micro Devices IncStock5,535$3.22M1.4%+284+5.4%AddedHistory
LLYEli Lilly & CoStock2,613$3.13M1.4%+275+11.8%AddedHistory
JPMJPMorgan Chase & CoStock9,150$3.00M1.3%+237+2.7%AddedHistory
BRK.BBerkshire Hathaway IncStock5,752$2.88M1.3%+679+13.4%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF7,410$2.75M1.2%+7,410New–
INTCIntel CorpStock15,758$2.20M1.0%+1,415+9.9%AddedHistory
VVisa Inc.Stock5,560$1.91M0.9%+582+11.7%AddedHistory
AMATApplied Materials IncStock2,432$1.76M0.8%00.0%UnchangedHistory
LRCXLam Research CorpStock4,020$1.74M0.8%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM12,208$1.67M0.7%00.0%UnchangedHistory
ASMLASML Holding NVADR800$1.59M0.7%00.0%UnchangedHistory
CATCaterpillar IncStock1,476$1.57M0.7%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock13,332$1.57M0.7%00.0%UnchangedHistory
JNJJohnson & JohnsonStock6,115$1.55M0.7%+930+17.9%AddedHistory
ABBVAbbVie Inc.Stock5,893$1.48M0.7%+663+12.7%AddedHistory
WMTWalmart Inc.Stock12,383$1.40M0.6%00.0%UnchangedHistory
MAMastercard IncStock2,481$1.27M0.6%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF17,860$1.27M0.6%+17,860New–
KLACKLA CorpCOM NEW4,160$1.26M0.6%00.0%UnchangedConverted for a 10-for-1 splitHistory
GEGeneral Electric CoStock3,241$1.21M0.5%00.0%UnchangedHistory
SNDKSandisk CorpCOM510$1.16M0.5%+27+5.6%AddedHistory
UNHUnitedHealth Group IncStock2,674$1.11M0.5%+400+17.6%AddedHistory
BACBank of America CorpStock19,462$1.11M0.5%+6,104+45.7%AddedHistory
KOCoca Cola CoStock13,228$1.08M0.5%+1,042+8.6%AddedHistory
PANWPalo Alto Networks IncStock3,164$1.08M0.5%+744+30.7%AddedHistory
HDHome Depot, Inc.Stock3,047$1.07M0.5%+194+6.8%AddedHistory
COSTCostco Wholesale CorpStock1,135$1.06M0.5%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock1,007$1.02M0.5%00.0%UnchangedHistory
NFLXNetflix IncStock13,989$998.8K0.4%−10.0%ReducedHistory
MRKMerck & Co., Inc.Stock7,577$980.1K0.4%+95+1.3%AddedHistory
GEVGE Vernova Inc.Stock814$956.7K0.4%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock11,171$923.2K0.4%00.0%UnchangedHistory
PGProcter & Gamble CoStock6,187$907.3K0.4%−46−0.7%ReducedHistory
TXNTexas Instruments IncStock2,983$889.1K0.4%+1,187+66.1%AddedHistory
CVXChevron CorpStock5,356$887.8K0.4%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock3,136$881.9K0.4%+392+14.3%AddedHistory
PMPhilip Morris International Inc.Stock4,830$880.9K0.4%+560+13.1%AddedHistory
RTXRTX CorpStock4,579$868.8K0.4%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock7,385$861.6K0.4%+472+6.8%AddedHistory
MSMorgan StanleyStock4,034$843.3K0.4%00.0%UnchangedHistory
CCitigroup IncStock5,927$829.5K0.4%00.0%UnchangedHistory
ORCLOracle CorpStock5,391$790.1K0.4%+782+17.0%AddedHistory
LINLinde PLCStock1,443$748.8K0.3%+145+11.2%AddedHistory
WDCWestern Digital CorpCOM1,136$725.6K0.3%00.0%UnchangedHistory
APHAmphenol CorpCL A3,984$703.5K0.3%+628+18.7%AddedHistory
RYRoyal Bank of CanadaStock3,219$666.2K0.3%00.0%UnchangedHistory
HSBCHSBC Holdings PLCSPON ADR NEW6,967$662.5K0.3%00.0%UnchangedHistory
QCOMQualcomm IncStock3,556$657.1K0.3%+133+3.9%AddedHistory
NVSNovartis AGADR4,117$645.2K0.3%00.0%UnchangedHistory
GLWCorning IncCOM2,474$631.9K0.3%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock827$631.1K0.3%+23+2.9%AddedHistory
AMGNAmgen IncStock1,713$620.3K0.3%+110+6.9%AddedHistory
AXPAmerican Express CoStock1,793$606.5K0.3%00.0%UnchangedHistory
ANETArista Networks, Inc.Stock3,487$592.4K0.3%+457+15.1%AddedHistory
AZNAstraZeneca PLCADR3,059$580.0K0.3%00.0%UnchangedHistory
ADIAnalog Devices IncStock1,459$579.5K0.3%+232+18.9%AddedHistory
DISWalt Disney CoStock5,915$573.8K0.3%+659+12.5%AddedHistory
STXSeagate Technology Holdings plcORD SHS579$559.2K0.3%00.0%UnchangedHistory
VZVerizon Communications IncStock12,986$549.8K0.2%00.0%UnchangedHistory
ETNEaton Corp plcStock1,281$545.9K0.2%+53+4.3%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,078$540.9K0.2%+297+38.0%AddedHistory
BABoeing CoStock2,472$535.1K0.2%+377+18.0%AddedHistory
TJXTJX Companies IncStock3,463$524.6K0.2%00.0%UnchangedHistory
UNPUnion Pacific CorpStock1,888$513.5K0.2%+124+7.0%AddedHistory
NEENextera Energy IncStock5,847$513.2K0.2%+20+0.3%AddedHistory
SHELShell plcADR6,552$508.0K0.2%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock2,850$508.0K0.2%00.0%UnchangedConverted for a 25-for-1 splitHistory
SANBanco Santander, S.A.ADR36,753$507.2K0.2%00.0%UnchangedHistory
TDToronto Dominion BankStock4,091$496.8K0.2%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock5,381$496.5K0.2%00.0%UnchangedHistory
DEDeere & CoStock773$491.6K0.2%00.0%UnchangedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS24,134$480.0K0.2%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock2,977$467.7K0.2%+43+1.5%AddedHistory
TAT&T Inc.Stock22,306$461.7K0.2%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW1,145$455.3K0.2%+1+0.1%AddedHistory
BLKBlackRock, Inc.Stock468$450.0K0.2%+72+18.2%AddedHistory
PFEPfizer IncStock18,615$448.2K0.2%+143+0.8%AddedHistory
UBERUber Technologies, IncStock6,127$442.1K0.2%00.0%UnchangedHistory
MPCMarathon Petroleum CorpStock1,728$441.8K0.2%+32+1.9%AddedHistory
MCDMcDonalds CorpStock1,621$438.2K0.2%−208−11.4%ReducedHistory
DELLDell Technologies Inc.Stock1,015$437.9K0.2%00.0%UnchangedHistory
BHPBHP Group LtdADR5,015$417.8K0.2%00.0%UnchangedHistory
DHRDanaher CorpStock2,189$417.6K0.2%+343+18.6%AddedHistory
MOAltria Group, Inc.Stock5,616$410.0K0.2%00.0%UnchangedHistory
CVSCVS Health CorpStock3,928$406.4K0.2%00.0%UnchangedHistory
COPConocoPhillipsStock3,896$405.0K0.2%00.0%UnchangedHistory
WELLWelltower Inc.REIT1,781$404.2K0.2%00.0%UnchangedHistory
LOWLowes Companies IncStock1,832$403.9K0.2%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock3,186$402.5K0.2%+10.0%AddedHistory

Sold out since Q1 2026 (14)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Cromwell Holdings LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM2,008$453.9K0.3%History
TRIThomson Reuters CorpCOM NO PAR831$74.8K<0.1%History
PODDInsulet CorpStock240$50.4K<0.1%History
HOLXHologic IncCOM504$38.1K<0.1%History
WIXWix.com Ltd.SHS239$21.5K<0.1%History
TECHBIO-TECHNE CorpCOM307$16.0K<0.1%History
CTRACoterra Energy Inc.Stock400$14.1K<0.1%History
BCEBce IncCOM NEW239$6.11K<0.1%History
GWREGuidewire Software, Inc.COM15$2.24K<0.1%History
SEESealed Air CorpCOM36$1.51K<0.1%History
MASIMasimo CorpCOM7$1.25K<0.1%History
ALSumisho Air Lease CorpCL A18$1.17K<0.1%History
KRMNKarman Holdings Inc.COMMON STOCK10$801<0.1%History
PLNTPlanet Fitness, Inc.CL A4$298<0.1%History