Cromwell Holdings LLC 13F Holdings · Q2 2026
Cromwell Holdings LLC reported 1,108 securities worth $222.78M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.25%), AAPL (5.28%), MSFT (3.53%). Among its top 25 positions this quarter: 2 new, 14 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $13.9M | 6.25% | 69,615 | Added |
| 2 | AAPL | APPLE INC | $11.8M | 5.28% | 40,661 | Added |
| 3 | MSFT | MICROSOFT CORP | $7.9M | 3.53% | 21,093 | Added |
| 4 | AMZN | AMAZON COM INC | $6.9M | 3.10% | 28,975 | Added |
| 5 | GOOGL | ALPHABET INC | $5.8M | 2.60% | 16,221 | Added |
| 6 | AVGO | BROADCOM INC | $5.3M | 2.38% | 14,020 | Hold |
| 7 | IVV | ISHARES TR | $5.0M | 2.27% | 6,740 | New |
| 8 | GOOG | ALPHABET INC | $5.0M | 2.25% | 14,198 | Hold |
| 9 | META | META PLATFORMS INC | $4.1M | 1.84% | 7,278 | Added |
| 10 | MU | MICRON TECHNOLOGY INC | $4.1M | 1.82% | 3,519 | Hold |
| 11 | TSLA | TESLA INC | $3.9M | 1.75% | 9,285 | Added |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $3.2M | 1.44% | 5,535 | Added |
| 13 | LLY | ELI LILLY & CO | $3.1M | 1.41% | 2,613 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.34% | 9,150 | Added |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.29% | 5,752 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $2.7M | 1.23% | 7,410 | New |
| 17 | INTC | INTEL CORP | $2.2M | 0.99% | 15,758 | Added |
| 18 | V | VISA INC | $1.9M | 0.86% | 5,560 | Added |
| 19 | AMAT | APPLIED MATLS INC | $1.8M | 0.79% | 2,432 | Hold |
| 20 | LRCX | LAM RESEARCH CORP | $1.7M | 0.78% | 4,020 | Hold |
| 21 | XOM | EXXON MOBIL CORP | $1.7M | 0.75% | 12,208 | Hold |
| 22 | ASML | ASML HLDG NV | $1.6M | 0.71% | 800 | Hold |
| 23 | CAT | CATERPILLAR INC | $1.6M | 0.71% | 1,476 | Hold |
| 24 | CSCO | CISCO SYS INC | $1.6M | 0.70% | 13,332 | Hold |
| 25 | JNJ | JOHNSON & JOHNSON | $1.6M | 0.70% | 6,115 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR