Filed: 5/1/2025ACC: 0001894712-25-000002
📋 What this filing means
CROMWELL HOLDINGS LLC filed this quarterly 13F‑HR report disclosing 818 equity positions with a total reported market value of $155.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
818
Positions
$155.46M
Total AUM (reported)
1.51M
Total Shares
Allocation by class
COMMON STOCK$147.13M94.6%
ETF$8.34M5.4%
Portfolio Concentration
Top 3$23.87M15.4%
4–10$22.63M14.6%
11–25$21.84M14.0%
Rest$87.12M56.0%
Top 3 weight
15.4%
Top 10 weight
29.9%
Voting Authority Distribution
Total shares with voting rights: 1.51M
Sole
Full voting authority
1.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole818
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings818
Rows:
Apple Inc. COM
SOLEShares41.28K
TypeSH
Market value$9.17M
5.90%
Sole
41.28K
Shared
0.00
None
0.00
NVIDIA Corp. COM
SOLEShares69.34K
TypeSH
Market value$7.52M
4.83%
Sole
69.34K
Shared
0.00
None
0.00
Microsoft Corp. COM
SOLEShares19.14K
TypeSH
Market value$7.18M
4.62%
Sole
19.14K
Shared
0.00
None
0.00
Amazon.com, Inc. COM
SOLEShares25.51K
TypeSH
Market value$4.85M
3.12%
Sole
25.51K
Shared
0.00
None
0.00
iShares Trust CORE S&P500 ETF
SOLEShares8.10K
TypeSH
Market value$4.55M
2.93%
Sole
8.10K
Shared
0.00
None
0.00
Meta Platforms Inc CL A
SOLEShares6.46K
TypeSH
Market value$3.72M
2.39%
Sole
6.46K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. CL B NEW
SOLEShares5.07K
TypeSH
Market value$2.70M
1.74%
Sole
5.07K
Shared
0.00
None
0.00
Alphabet Inc. CAP STK CL A
SOLEShares15.31K
TypeSH
Market value$2.37M
1.52%
Sole
15.31K
Shared
0.00
None
0.00
Vanguard Index Funds TOTAL STK MKT
SOLEShares8.19K
TypeSH
Market value$2.25M
1.45%
Sole
8.19K
Shared
0.00
None
0.00
JPMorgan Chase & Co. COM
SOLEShares8.91K
TypeSH
Market value$2.19M
1.41%
Sole
8.91K
Shared
0.00
None
0.00
Alphabet Inc. CAP STK CL C
SOLEShares13.71K
TypeSH
Market value$2.14M
1.38%
Sole
13.71K
Shared
0.00
None
0.00
Tesla Inc COM
SOLEShares7.80K
TypeSH
Market value$2.02M
1.30%
Sole
7.80K
Shared
0.00
None
0.00
Eli Lilly & Co. COM
SOLEShares2.34K
TypeSH
Market value$1.93M
1.24%
Sole
2.34K
Shared
0.00
None
0.00
Broadcom Inc COM
SOLEShares11.32K
TypeSH
Market value$1.90M
1.22%
Sole
11.32K
Shared
0.00
None
0.00
Visa Inc COM CL A
SOLEShares4.98K
TypeSH
Market value$1.74M
1.12%
Sole
4.98K
Shared
0.00
None
0.00
Exxon Mobil Corp. COM
SOLEShares12.59K
TypeSH
Market value$1.50M
0.96%
Sole
12.59K
Shared
0.00
None
0.00
UnitedHealth Group Inc. COM
SOLEShares2.77K
TypeSH
Market value$1.45M
0.93%
Sole
2.77K
Shared
0.00
None
0.00
MasterCard Incorporated CL A
SOLEShares2.48K
TypeSH
Market value$1.36M
0.87%
Sole
2.48K
Shared
0.00
None
0.00
Netflix, Inc. COM
SOLEShares1.40K
TypeSH
Market value$1.30M
0.84%
Sole
1.40K
Shared
0.00
None
0.00
The Procter & Gamble Co. COM
SOLEShares7.20K
TypeSH
Market value$1.23M
0.79%
Sole
7.20K
Shared
0.00
None
0.00
AbbVie Inc. COM
SOLEShares5.23K
TypeSH
Market value$1.10M
0.70%
Sole
5.23K
Shared
0.00
None
0.00
Costco Wholesale Corporation COM
SOLEShares1.13K
TypeSH
Market value$1.07M
0.69%
Sole
1.13K
Shared
0.00
None
0.00
Walmart Inc COM
SOLEShares11.95K
TypeSH
Market value$1.05M
0.68%
Sole
11.95K
Shared
0.00
None
0.00
Home Depot Inc. COM
SOLEShares2.85K
TypeSH
Market value$1.05M
0.67%
Sole
2.85K
Shared
0.00
None
0.00
Vanguard Tax Managed Funds VANGUARD FTSE DEVELOPED MKTS ETF
SOLEShares19.70K
TypeSH
Market value$1.00M
0.64%
Sole
19.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc. COMSOLE | Common Stock | 41.28K | SH | $9.17M 5.90% | 41.28K | 0.00 | 0.00 |
NVIDIA Corp. COMSOLE | Common Stock | 69.34K | SH | $7.52M 4.83% | 69.34K | 0.00 | 0.00 |
Microsoft Corp. COMSOLE | Common Stock | 19.14K | SH | $7.18M 4.62% | 19.14K | 0.00 | 0.00 |
Amazon.com, Inc. COMSOLE | Common Stock | 25.51K | SH | $4.85M 3.12% | 25.51K | 0.00 | 0.00 |
iShares Trust CORE S&P500 ETFSOLE | ETF | 8.10K | SH | $4.55M 2.93% | 8.10K | 0.00 | 0.00 |
Meta Platforms Inc CL ASOLE | Common Stock | 6.46K | SH | $3.72M 2.39% | 6.46K | 0.00 | 0.00 |
Berkshire Hathaway Inc. CL B NEWSOLE | Common Stock | 5.07K | SH | $2.70M 1.74% | 5.07K | 0.00 | 0.00 |
Alphabet Inc. CAP STK CL ASOLE | Common Stock | 15.31K | SH | $2.37M 1.52% | 15.31K | 0.00 | 0.00 |
Vanguard Index Funds TOTAL STK MKTSOLE | ETF | 8.19K | SH | $2.25M 1.45% | 8.19K | 0.00 | 0.00 |
JPMorgan Chase & Co. COMSOLE | Common Stock | 8.91K | SH | $2.19M 1.41% | 8.91K | 0.00 | 0.00 |
Alphabet Inc. CAP STK CL CSOLE | Common Stock | 13.71K | SH | $2.14M 1.38% | 13.71K | 0.00 | 0.00 |
Tesla Inc COMSOLE | Common Stock | 7.80K | SH | $2.02M 1.30% | 7.80K | 0.00 | 0.00 |
Eli Lilly & Co. COMSOLE | Common Stock | 2.34K | SH | $1.93M 1.24% | 2.34K | 0.00 | 0.00 |
Broadcom Inc COMSOLE | Common Stock | 11.32K | SH | $1.90M 1.22% | 11.32K | 0.00 | 0.00 |
Visa Inc COM CL ASOLE | Common Stock | 4.98K | SH | $1.74M 1.12% | 4.98K | 0.00 | 0.00 |
Exxon Mobil Corp. COMSOLE | Common Stock | 12.59K | SH | $1.50M 0.96% | 12.59K | 0.00 | 0.00 |
UnitedHealth Group Inc. COMSOLE | Common Stock | 2.77K | SH | $1.45M 0.93% | 2.77K | 0.00 | 0.00 |
MasterCard Incorporated CL ASOLE | Common Stock | 2.48K | SH | $1.36M 0.87% | 2.48K | 0.00 | 0.00 |
Netflix, Inc. COMSOLE | Common Stock | 1.40K | SH | $1.30M 0.84% | 1.40K | 0.00 | 0.00 |
The Procter & Gamble Co. COMSOLE | Common Stock | 7.20K | SH | $1.23M 0.79% | 7.20K | 0.00 | 0.00 |
AbbVie Inc. COMSOLE | Common Stock | 5.23K | SH | $1.10M 0.70% | 5.23K | 0.00 | 0.00 |
Costco Wholesale Corporation COMSOLE | Common Stock | 1.13K | SH | $1.07M 0.69% | 1.13K | 0.00 | 0.00 |
Walmart Inc COMSOLE | Common Stock | 11.95K | SH | $1.05M 0.68% | 11.95K | 0.00 | 0.00 |
Home Depot Inc. COMSOLE | Common Stock | 2.85K | SH | $1.05M 0.67% | 2.85K | 0.00 | 0.00 |
Vanguard Tax Managed Funds VANGUARD FTSE DEVELOPED MKTS ETFSOLE | ETF | 19.70K | SH | $1.00M 0.64% | 19.70K | 0.00 | 0.00 |
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