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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 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MOD MODINE MFG CO Consumer Cyclical 12.0 $3K 0.00% NEW $267.00 -30.1%
42 FORM FORMFACTOR INC Technology 20.0 $3K 0.00% NEW $159.95 -39.5%
43 IREN IREN LIMITED Financial Services 65.0 $3K 0.00% NEW $45.72 -8.9%
44 DOCU DOCUSIGN INC Technology 66.0 $3K 0.00% NEW $44.42 +48.5%
45 RMBS RAMBUS INC DEL Technology 22.0 $3K 0.00% NEW $132.73 -36.5%
46 SMTC SEMTECH CORP Technology 18.0 $3K 0.00% NEW $161.83 -16.3%
47 DOCN DIGITALOCEAN HLDGS INC Technology 18.0 $3K 0.00% NEW $157.06 -30.3%
48 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 34.0 $3K 0.00% NEW $81.50 +6.1%
49 VIAV VIAVI SOLUTIONS INC Technology 57.0 $3K 0.00% NEW $47.75 -29.6%
50 AXSM AXSOME THERAPEUTICS INC. Healthcare 11.0 $3K 0.00% NEW $244.73 -14.9%
51 BBIO BRIDGEBIO PHARMA INC Healthcare 35.0 $3K 0.00% NEW $74.49 +1.2%
52 WTS WATTS WATER TECHNOLOGIES INC Industrials 6.0 $2K 0.00% NEW $391.50 -9.2%
53 SPXC SPX TECHNOLOGIES INC Industrials 9.0 $2K 0.00% NEW $245.22 -20.9%
54 WULF TERAWULF INC Financial Services 89.0 $2K 0.00% NEW $24.70 -34.3%
55 GTLS CHART INDS INC Industrials 10.0 $2K 0.00% NEW $208.90 +0.5%
56 AAOI APPLIED OPTOELECTRONICS INC Technology 14.0 $2K 0.00% NEW $148.14 -32.2%
57 APLD APPLIED DIGITAL CORP Technology 54.0 $2K 0.00% NEW $37.30 -30.5%
58 HL HECLA MINING COMPANY Basic Materials 128.0 $2K 0.00% NEW $15.43 +37.5%
59 ENSG ENSIGN GROUP INC Healthcare 12.0 $2K 0.00% NEW $160.33 +7.3%
60 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 37.0 $2K 0.00% NEW $49.86 -3.5%
Page 3 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%