Filed: 1/20/2026ACC: 0001894712-26-000001
📋 What this filing means
CROMWELL HOLDINGS LLC filed this quarterly 13F‑HR report disclosing 1008 equity positions with a total reported market value of $183.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1008
Positions
$183.24M
Total AUM (reported)
1.52M
Total Shares
Allocation by class
COM$135.15M73.8%
CL A$9.25M5.0%
COM NEW$6.18M3.4%
CAP STK CL A$4.92M2.7%
SPONSORED ADR$4.52M2.5%
CAP STK CL C$4.46M2.4%
SHS$2.94M1.6%
Portfolio Concentration
Top 3$33.53M18.3%
4–10$30.94M16.9%
11–25$20.96M11.4%
Rest$97.81M53.4%
Top 3 weight
18.3%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Sole
Full voting authority
1.52M
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)
Sole1008
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1008
Rows:
NVIDIA CORPORATION
SOLEShares68.47K
TypeSH
Market value$12.77M
6.97%
Sole
68.47K
Shared
0.00
None
0.00
APPLE INC
SOLEShares39.25K
TypeSH
Market value$10.67M
5.82%
Sole
39.25K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares20.86K
TypeSH
Market value$10.09M
5.51%
Sole
20.86K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares26.30K
TypeSH
Market value$6.07M
3.31%
Sole
26.30K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares15.72K
TypeSH
Market value$4.92M
2.68%
Sole
15.72K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares14.02K
TypeSH
Market value$4.85M
2.65%
Sole
14.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.20K
TypeSH
Market value$4.46M
2.43%
Sole
14.20K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.46K
TypeSH
Market value$4.26M
2.33%
Sole
6.46K
Shared
0.00
None
0.00
TESLA INC
SOLEShares7.80K
TypeSH
Market value$3.51M
1.91%
Sole
7.80K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares8.91K
TypeSH
Market value$2.87M
1.57%
Sole
8.91K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.07K
TypeSH
Market value$2.55M
1.39%
Sole
5.07K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.34K
TypeSH
Market value$2.51M
1.37%
Sole
2.34K
Shared
0.00
None
0.00
VISA INC
SOLEShares4.98K
TypeSH
Market value$1.75M
0.95%
Sole
4.98K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares12.21K
TypeSH
Market value$1.47M
0.80%
Sole
12.21K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares2.48K
TypeSH
Market value$1.42M
0.77%
Sole
2.48K
Shared
0.00
None
0.00
WALMART INC
SOLEShares12.38K
TypeSH
Market value$1.38M
0.75%
Sole
12.38K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares13.99K
TypeSH
Market value$1.31M
0.72%
Sole
13.99K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares5.23K
TypeSH
Market value$1.20M
0.65%
Sole
5.23K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares6.59K
TypeSH
Market value$1.17M
0.64%
Sole
6.59K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares5.25K
TypeSH
Market value$1.12M
0.61%
Sole
5.25K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares11.17K
TypeSH
Market value$1.04M
0.57%
Sole
11.17K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares13.33K
TypeSH
Market value$1.03M
0.56%
Sole
13.33K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares2.93K
TypeSH
Market value$1.01M
0.55%
Sole
2.93K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares3.52K
TypeSH
Market value$1.00M
0.55%
Sole
3.52K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares4.83K
TypeSH
Market value$999.6K
0.55%
Sole
4.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 68.47K | SH | $12.77M 6.97% | 68.47K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 39.25K | SH | $10.67M 5.82% | 39.25K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.86K | SH | $10.09M 5.51% | 20.86K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 26.30K | SH | $6.07M 3.31% | 26.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 15.72K | SH | $4.92M 2.68% | 15.72K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 14.02K | SH | $4.85M 2.65% | 14.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 14.20K | SH | $4.46M 2.43% | 14.20K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.46K | SH | $4.26M 2.33% | 6.46K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 7.80K | SH | $3.51M 1.91% | 7.80K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 8.91K | SH | $2.87M 1.57% | 8.91K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.07K | SH | $2.55M 1.39% | 5.07K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.34K | SH | $2.51M 1.37% | 2.34K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 4.98K | SH | $1.75M 0.95% | 4.98K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 12.21K | SH | $1.47M 0.80% | 12.21K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.48K | SH | $1.42M 0.77% | 2.48K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 12.38K | SH | $1.38M 0.75% | 12.38K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 13.99K | SH | $1.31M 0.72% | 13.99K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 5.23K | SH | $1.20M 0.65% | 5.23K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 6.59K | SH | $1.17M 0.64% | 6.59K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.25K | SH | $1.12M 0.61% | 5.25K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 11.17K | SH | $1.04M 0.57% | 11.17K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 13.33K | SH | $1.03M 0.56% | 13.33K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 2.93K | SH | $1.01M 0.55% | 2.93K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 3.52K | SH | $1.00M 0.55% | 3.52K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 4.83K | SH | $999.6K 0.55% | 4.83K | 0.00 | 0.00 |
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