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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 5 of 56  ·  1,108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHW SCHWAB CHARLES CORP Financial Services 5,381.0 $497K 0.22% $92.27 +19.6%
82 DE DEERE & CO Industrials 773.0 $492K 0.22% $635.95 +9.2%
83 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 24,134.0 $480K 0.21% $19.89 +21.3%
84 CRM SALESFORCE INC Technology 2,977.0 $468K 0.21% +43.0 +1.5% $157.10 +68.3%
85 T AT&T INC Communication Services 22,306.0 $462K 0.21% $20.70 +26.5%
86 ISRG INTUITIVE SURGICAL INC Healthcare 1,145.0 $455K 0.20% $397.68 -7.0%
87 BLK BLACKROCK INC Financial Services 468.0 $450K 0.20% +72.0 +18.2% $961.56 +17.1%
88 PFE PFIZER INC Healthcare 18,615.0 $448K 0.20% +143.0 +0.8% $24.08 +19.6%
89 UBER UBER TECHNOLOGIES INC Technology 6,127.0 $442K 0.20% $72.16 +5.3%
90 MPC MARATHON PETE CORP Energy 1,728.0 $442K 0.20% +32.0 +1.9% $255.67 +51.6%
91 MCD MCDONALDS CORP Consumer Cyclical 1,621.0 $438K 0.20% -208.0 -11.4% $270.31 -4.0%
92 DELL DELL TECHNOLOGIES INC Technology 1,015.0 $438K 0.20% $431.46 +19.4%
93 BHP BHP BILLITON LIMITED Basic Materials 5,015.0 $418K 0.19% $83.31 +11.3%
94 DHR DANAHER CORP DEL Healthcare 2,189.0 $418K 0.19% +343.0 +18.6% $190.76 +10.6%
95 MO ALTRIA GROUP INC Consumer Defensive 5,616.0 $410K 0.18% $73.01 -4.8%
96 CVS CVS HEALTH CORP Healthcare 3,928.0 $406K 0.18% $103.45 -6.0%
97 COP CONOCOPHILLIPS Energy 3,896.0 $405K 0.18% $103.96 +30.6%
98 WELL WELLTOWER INC Real Estate 1,781.0 $404K 0.18% $226.97 +6.2%
99 LOW LOWES COS INC Consumer Cyclical 1,832.0 $404K 0.18% $220.49 -8.4%
100 GILD GILEAD SCIENCES INC Healthcare 3,186.0 $403K 0.18% $126.34 +19.7%
Page 5 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%