Filed: 4/30/2026ACC: 0001894712-26-000002
📋 What this filing means
CROMWELL HOLDINGS LLC filed this quarterly 13F‑HR report disclosing 1036 equity positions with a total reported market value of $177.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1036
Positions
$177.77M
Total AUM (reported)
1.52M
Total Shares
Allocation by class
COM$130.76M73.6%
CL A$8.21M4.6%
COM NEW$6.23M3.5%
CAP STK CL A$4.52M2.5%
SPONSORED ADR$4.26M2.4%
CAP STK CL C$4.07M2.3%
SHS$3.05M1.7%
Portfolio Concentration
Top 3$29.51M16.6%
4–10$27.58M15.5%
11–25$21.29M12.0%
Rest$99.40M55.9%
Top 3 weight
16.6%
Top 10 weight
32.1%
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)
Sole1036
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1036
Rows:
NVIDIA CORPORATION
SOLEShares68.47K
TypeSH
Market value$11.94M
6.72%
Sole
68.47K
Shared
0.00
None
0.00
APPLE INC
SOLEShares39.25K
TypeSH
Market value$9.96M
5.60%
Sole
39.25K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares20.54K
TypeSH
Market value$7.60M
4.28%
Sole
20.54K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares26.39K
TypeSH
Market value$5.50M
3.09%
Sole
26.39K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares15.73K
TypeSH
Market value$4.52M
2.54%
Sole
15.73K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares14.02K
TypeSH
Market value$4.34M
2.44%
Sole
14.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.20K
TypeSH
Market value$4.07M
2.29%
Sole
14.20K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.46K
TypeSH
Market value$3.69M
2.08%
Sole
6.46K
Shared
0.00
None
0.00
TESLA INC
SOLEShares7.62K
TypeSH
Market value$2.83M
1.59%
Sole
7.62K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares8.91K
TypeSH
Market value$2.62M
1.47%
Sole
8.91K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.07K
TypeSH
Market value$2.43M
1.37%
Sole
5.07K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.34K
TypeSH
Market value$2.15M
1.21%
Sole
2.34K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares12.21K
TypeSH
Market value$2.07M
1.17%
Sole
12.21K
Shared
0.00
None
0.00
WALMART INC
SOLEShares12.38K
TypeSH
Market value$1.54M
0.87%
Sole
12.38K
Shared
0.00
None
0.00
VISA INC
SOLEShares4.98K
TypeSH
Market value$1.50M
0.85%
Sole
4.98K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares13.99K
TypeSH
Market value$1.35M
0.76%
Sole
13.99K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares5.18K
TypeSH
Market value$1.27M
0.71%
Sole
5.18K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares2.48K
TypeSH
Market value$1.24M
0.70%
Sole
2.48K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares3.52K
TypeSH
Market value$1.19M
0.67%
Sole
3.52K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares5.23K
TypeSH
Market value$1.14M
0.64%
Sole
5.23K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares1.14K
TypeSH
Market value$1.13M
0.64%
Sole
1.14K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares5.36K
TypeSH
Market value$1.11M
0.62%
Sole
5.36K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares5.25K
TypeSH
Market value$1.07M
0.60%
Sole
5.25K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares800.00
TypeSH
Market value$1.06M
0.59%
Sole
800.00
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares1.48K
TypeSH
Market value$1.05M
0.59%
Sole
1.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 68.47K | SH | $11.94M 6.72% | 68.47K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 39.25K | SH | $9.96M 5.60% | 39.25K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.54K | SH | $7.60M 4.28% | 20.54K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 26.39K | SH | $5.50M 3.09% | 26.39K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 15.73K | SH | $4.52M 2.54% | 15.73K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 14.02K | SH | $4.34M 2.44% | 14.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 14.20K | SH | $4.07M 2.29% | 14.20K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.46K | SH | $3.69M 2.08% | 6.46K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 7.62K | SH | $2.83M 1.59% | 7.62K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 8.91K | SH | $2.62M 1.47% | 8.91K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.07K | SH | $2.43M 1.37% | 5.07K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.34K | SH | $2.15M 1.21% | 2.34K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 12.21K | SH | $2.07M 1.17% | 12.21K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 12.38K | SH | $1.54M 0.87% | 12.38K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 4.98K | SH | $1.50M 0.85% | 4.98K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 13.99K | SH | $1.35M 0.76% | 13.99K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 5.18K | SH | $1.27M 0.71% | 5.18K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.48K | SH | $1.24M 0.70% | 2.48K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 3.52K | SH | $1.19M 0.67% | 3.52K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 5.23K | SH | $1.14M 0.64% | 5.23K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.14K | SH | $1.13M 0.64% | 1.14K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 5.36K | SH | $1.11M 0.62% | 5.36K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.25K | SH | $1.07M 0.60% | 5.25K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 800.00 | SH | $1.06M 0.59% | 800.00 | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 1.48K | SH | $1.05M 0.59% | 1.48K | 0.00 | 0.00 |
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