BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Cromwell Holdings LLC

· CIK 0001894712
13F Portfolio $223M AUM 1,589 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 89 New 569 Added 129 Reduced 17 Exited
Page 1 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 6,740.0 $5.0M 2.27% NEW $748.89 +2.6%
2 VTI VANGUARD INDEX FDS 7,410.0 $2.7M 1.23% NEW $371.08 +1.5%
3 VEA VANGUARD TAX-MANAGED FDS 17,860.0 $1.3M 0.57% NEW $71.25 +1.8%
4 VWO VANGUARD INTL EQUITY INDEX F 6,310.0 $377K 0.17% NEW $59.69 +1.7%
5 MRVL MARVELL TECHNOLOGY INC Technology 903.0 $269K 0.12% NEW $297.89 -30.7%
6 HONEYWELL INTL INC 1,004.0 $225K 0.10% NEW $223.90
7 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,259.0 $140K 0.06% NEW $110.94 -1.7%
8 CMCSA COMCAST CORP NEW Communication Services 5,057.0 $124K 0.06% NEW $24.55 +10.3%
9 GNR SPDR INDEX SHS FDS 1,650.0 $111K 0.05% NEW $67.31 +17.3%
10 CARNIVAL CORP 3,751.0 $107K 0.05% NEW $28.57
11 IGF ISHARES TR 915.0 $61K 0.03% NEW $66.60 -2.9%
12 VTEB VANGUARD MUN BD FDS 1,160.0 $59K 0.03% NEW $50.58 -3.3%
13 DUPONT DE NEMOURS INC 391.0 $53K 0.02% NEW $135.87
14 IAU ISHARES GOLD TR Financial Services 630.0 $48K 0.02% NEW $75.51 +9.0%
15 STM STMICROELECTRONICS N V Technology 594.0 $44K 0.02% NEW $74.89 -32.5%
16 THOMSON REUTERS CORP 543.0 $44K 0.02% NEW $81.67
17 ZTS ZOETIS INC Healthcare 596.0 $43K 0.02% NEW $71.86 +7.2%
18 STLA STELLANTIS N.V Consumer Cyclical 5,426.0 $31K 0.01% NEW $5.74 -8.9%
19 SNOW SNOWFLAKE INC Technology 105.0 $27K 0.01% NEW $254.50 +20.1%
20 RCI ROGERS COMMUNICATIONS INC Communication Services 497.0 $16K 0.01% NEW $32.50 +13.6%
Page 1 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.3%
Financial Services 13.5%
Healthcare 9.5%
Consumer Cyclical 9.5%
Industrials 7.9%
Communication Services 7.1%
Consumer Defensive 4.5%
Energy 4.2%
Utilities 2.7%
Basic Materials 2.3%