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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 12 of 56  ·  1,108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EW EDWARDS LIFESCIENCES CORP Healthcare 2,099.0 $190K 0.09% +194.0 +10.2% $90.46 -0.6%
222 CARR CARRIER GLOBAL CORPORATION Industrials 2,581.0 $189K 0.09% $73.35 -18.6%
223 TEL TE CONNECTIVITY PLC Technology 938.0 $189K 0.09% $201.61 +3.5%
224 AFL AFLAC INC Financial Services 1,604.0 $188K 0.08% $117.25 -0.0%
225 KEYS KEYSIGHT TECHNOLOGIES INC Technology 536.0 $188K 0.08% +15.0 +2.9% $350.07 -6.5%
226 LHX L3HARRIS TECHNOLOGIES INC Industrials 645.0 $187K 0.08% +31.0 +5.0% $290.59 -11.7%
227 NOK NOKIA CORP Technology 14,044.0 $187K 0.08% +4K +33.5% $13.28 -24.4%
228 FITB FIFTH THIRD BANCORP Financial Services 3,269.0 $186K 0.08% +123.0 +3.9% $56.77 -3.3%
229 CNQ CANADIAN NAT RES LTD MED TER Energy 4,639.0 $185K 0.08% $39.96 +26.3%
230 HCA HCA HEALTHCARE INC Healthcare 474.0 $185K 0.08% $389.89 +3.9%
231 D DOMINION ENERGY INC Utilities 2,684.0 $183K 0.08% $68.29 -3.6%
232 ITW ILLINOIS TOOL WKS INC Industrials 672.0 $183K 0.08% $272.08 -0.7%
233 PCAR PACCAR INC Industrials 1,519.0 $182K 0.08% $120.12 +3.8%
234 EOG EOG RES INC Energy 1,405.0 $182K 0.08% $129.73 +11.9%
235 CTVA CORTEVA INC Basic Materials 2,139.0 $181K 0.08% +393.0 +22.5% $84.69 +3.7%
236 TRP TC ENERGY CORP Energy 2,697.0 $181K 0.08% $66.93 -6.5%
237 VST VISTRA CORP Utilities 1,134.0 $180K 0.08% +55.0 +5.1% $158.63 -5.9%
238 BP BP PLC Energy 4,853.0 $179K 0.08% $36.95 +18.6%
239 O REALTY INCOME CORP Real Estate 2,873.0 $179K 0.08% +137.0 +5.0% $62.23 -1.6%
240 AIG AMERICAN INTL GROUP INC Financial Services 2,337.0 $174K 0.08% +157.0 +7.2% $74.53 +2.3%
Page 12 of 56  ·  1,108 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%