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Cromwell Holdings LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$177.8M

Reporting period: 2026-03-31 · Number of holdings: 1523

Cromwell Holdings LLC disclosed 1523 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $177.8M and a quarterly turnover rate of 16.4%.

Personality snowflake

Concentration
6.12
Portfolio Stability
16.4
Momentum/Contrarian
96.51
Sector conviction
63.04
Diversification
100
Sizing Uniformity
61.44

Recent moves

  • Trim MSFT

    -1.5%　-$2.5M

  • Add XOM

    0.0%　$602.1K

  • Trim TSLA

    -2.3%　-$675.2K

  • Trim NVDA

    0.0%　-$827.8K

  • Trim META

    0.0%　-$568.0K

  • Trim AAPL

    0.0%　-$709.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 1036 holdings (of 1523 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech6.72%-0.25%—
2AAPLApple INCStock-Tech5.60%-0.22%—
3MSFTMicrosoft CORPStock-Tech4.28%-1.23%-1.53%
4AMZNAmazon.com INCStock-Consumer Disc3.09%-0.22%+0.34%
5GOOGLAlphabet Inc-cl AStock-Comm Services2.54%-0.14%+0.10%
6AVGOBroadcom INCStock-Tech2.44%-0.21%+0.02%
7GOOGAlphabet Inc-cl CStock-Comm Services2.29%-0.14%—
8METAMeta Platforms Inc-class AStock-Comm Services2.08%-0.25%—
9TSLATesla INCStock-Consumer Disc1.59%-0.32%-2.32%
10JPMJpmorgan Chase & CoStock-Financials1.47%-0.10%—
11BRK-BBerkshire Hathaway Inc-cl BStock-Other1.37%——
12LLYEli Lilly & CoStock-Healthcare1.21%-0.16%—
13XOMExxon Mobil CORPStock-Energy1.17%+0.37%—
14WMTWalmart INCStock-Consumer Staples0.87%+0.12%—
15VVisa Inc-class A SharesStock-Financials0.85%-0.10%—
16NFLXNetflix INCStock-Comm Services0.76%——
17JNJJohnson & JohnsonStock-Healthcare0.71%+0.16%+7.35%
18MAMastercard INC - AStock-Financials0.70%-0.07%—
19MUMicron Technology INCStock-Tech0.67%+0.12%—
20ABBVAbbvie INCStock-Healthcare0.64%——
21COSTCostco Wholesale CORPStock-Consumer Staples0.64%+0.11%—
22CVXChevron CORPStock-Energy0.62%+0.17%—
23AMDAdvanced Micro DevicesStock-Tech0.60%——
24ASMLASML Holding N.V.Stock-Tech0.59%+0.12%—
25CATCaterpillar INCStock-Industrials0.59%+0.13%—
26CSCOCisco Systems INCStock-Tech0.58%——
27PLTRPalantir Technologies Inc-aStock-Tech0.57%-0.07%+4.97%
28HDHome Depot INCStock-Consumer Disc0.53%—-2.63%
29KOCoca-cola Co/theStock-Consumer Staples0.52%——
30GEGeneral ElectricStock-Industrials0.52%——
31MRKMerck & Co. INC.Stock-Healthcare0.51%——
32PGProcter & Gamble Co/theStock-Consumer Staples0.51%—+1.48%
33WFCWells Fargo & CoStock-Financials0.50%-0.07%—
34RTXRtx CORPStock-Industrials0.50%——
35LRCXLam Research CORPStock-Tech0.48%+0.10%—
36GSGoldman Sachs Group INCStock-Financials0.48%——
37AMATApplied Materials INCStock-Tech0.47%+0.13%—
38PMPhilip Morris InternationalStock-Consumer Staples0.40%——
39GEVGE Vernova INCStock-Industrials0.40%+0.11%—
40ORCLOracle CORPStock-Tech0.38%-0.09%+5.04%
41CCitigroup INCStock-Financials0.38%——
42IBMIntl Business Machines CORPStock-Tech0.37%-0.07%—
43MSMorgan StanleyStock-Financials0.37%——
44VZVerizon Communications INCStock-Comm Services0.37%—-0.10%
45BACBank Of America CORPStock-Financials0.37%—+4.93%
46TAt&t INCStock-Comm Services0.36%——
47LINLinde plcStock-Materials0.36%——
48INTCIntel CORPStock-Tech0.36%——
49NVSNovartis Ag-sponsored AdrStock-Healthcare0.35%——
50UNHUnitedhealth Group INCStock-Healthcare0.35%—+28.47%
1–50 of 1,036

Holding changes this quarter

Cromwell Holdings LLC's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Totalenergies Se; New buy: Woodside Energy Group-adr (WDS); Trim: Microsoft CORP (MSFT) — shares -1.53%.

Position changes disclosed by Cromwell Holdings LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.4%—Unchanged
2CVXChevron CORP+0.2%—Unchanged
3JNJJohnson & Johnson+0.2%+7.35%Add
4AMATApplied Materials INC+0.1%—Unchanged
5CATCaterpillar INC+0.1%—Unchanged
6ASMLASML Holding N.V.+0.1%—Unchanged
7MUMicron Technology INC+0.1%—Unchanged
8WMTWalmart INC+0.1%—Unchanged
9SNDKSandisk CORP+0.1%+1.05%Add
10GEVGE Vernova INC+0.1%—Unchanged
11COSTCostco Wholesale CORP+0.1%—Unchanged
12LRCXLam Research CORP+0.1%—Unchanged
13NEENextera Energy INC+0.1%+20.17%Add
14COPConocophillips+0.1%—Unchanged
15MPCMarathon Petroleum CORP+0.1%—Unchanged
16SHELShell Plc-adr+0.1%—Unchanged
17SAPSap Se-sponsored Adr-0.1%+1.30%Add
18BKNGBooking Holdings INC-0.1%—Unchanged
19MAMastercard INC - A-0.1%—Unchanged
20PLTRPalantir Technologies Inc-a-0.1%+4.97%Add
21WFCWells Fargo & Co-0.1%—Unchanged
22IBMIntl Business Machines CORP-0.1%—Unchanged
23ACNAccenture plc-0.1%-0.39%Trim
24BSXBoston Scientific CORP-0.1%—Unchanged
25QCOMQualcomm INC-0.1%—Unchanged
26KKRKkr & Co INC-0.1%-32.16%Trim
27NVONovo-nordisk A/s-spons Adr-0.1%-24.62%Trim
28PEPPepsico INC-0.1%-39.01%Trim
29NOWServicenow INC-0.1%-5.74%Trim
30ORCLOracle CORP-0.1%+5.04%Add
31BXBlackstone INC-0.1%-37.45%Trim
32JPMJpmorgan Chase & Co-0.1%—Unchanged
33VVisa Inc-class A Shares-0.1%—Unchanged
34INTUIntuit INC-0.1%+0.85%Add
35ADBEAdobe INC-0.1%-86.34%Trim
36CRMSalesforce INC-0.1%-0.20%Trim
37GOOGLAlphabet Inc-cl A-0.1%+0.10%Add
38GOOGAlphabet Inc-cl C-0.1%—Unchanged
39LLYEli Lilly & Co-0.2%—Unchanged
40AVGOBroadcom INC-0.2%+0.02%Add
41AAPLApple INC-0.2%—Unchanged
42AMZNAmazon.com INC-0.2%+0.34%Add
43NVDANvidia CORP-0.3%—Unchanged
44METAMeta Platforms Inc-class A-0.3%—Unchanged
45TSLATesla INC-0.3%-2.32%Trim
46MSFTMicrosoft CORP-1.2%-1.53%Trim
47AZNAstraZeneca PLC—NEWNew buy
48AZNNAstrazeneca Plc-spons Adr—EXITSold out
49✓ Totalenergies Se—NEWNew buy
50WDSWoodside Energy Group-adr—NEWNew buy

FAQ

What is Cromwell Holdings LLC and what type of investor is it?
Cromwell Holdings LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $177.8M, spread across 1523 disclosed positions.
What are Cromwell Holdings LLC's largest equity positions?
Based on the latest 13F filing, Cromwell Holdings LLC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $11.9M (6.7%) 2. Apple INC (AAPL) — $10.0M (5.6%) 3. Microsoft CORP (MSFT) — $7.6M (4.3%) 4. Amazon.com INC (AMZN) — $5.5M (3.1%) 5. Alphabet Inc-cl A (GOOGL) — $4.5M (2.5%)
What changes did Cromwell Holdings LLC make in its most recent portfolio filing?
In the latest reported quarter, Cromwell Holdings LLC made 24 notable position adjustments: 3 new positions were initiated, 10 existing holdings were added to, 10 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Totalenergies Se; New buy: Woodside Energy Group-adr (WDS); Trim: Microsoft CORP (MSFT) — shares -1.53%
What sectors does Cromwell Holdings LLC focus on?
Cromwell Holdings LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 38.6% • Communication Services: 13.2% • Financials: 12.3% • Consumer Discretionary: 10.5% • Health Care: 10.2% • Industrials: 5.7%