Filed: 7/14/2026ACC: 0001894712-26-000003
📋 What this filing means
CROMWELL HOLDINGS LLC filed this quarterly 13F‑HR report disclosing 1108 equity positions with a total reported market value of $222.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1108
Positions
$222.78M
Total AUM (reported)
1.63M
Total Shares
Allocation by class
COM$156.15M70.1%
CL A$9.58M4.3%
COM NEW$8.64M3.9%
CAP STK CL A$5.80M2.6%
CORE S&P500 ETF$5.05M2.3%
CAP STK CL C$5.02M2.3%
SPONSORED ADR$4.38M2.0%
Portfolio Concentration
Top 3$33.56M15.1%
4–10$36.22M16.3%
11–25$34.44M15.5%
Rest$118.55M53.2%
Top 3 weight
15.1%
Top 10 weight
31.3%
Voting Authority Distribution
Total shares with voting rights: 1.63M
Sole
Full voting authority
1.63M
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)
Sole1108
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1108
Rows:
NVIDIA CORPORATION
SOLEShares69.61K
TypeSH
Market value$13.93M
6.25%
Sole
69.61K
Shared
0.00
None
0.00
APPLE INC
SOLEShares40.66K
TypeSH
Market value$11.77M
5.28%
Sole
40.66K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares21.09K
TypeSH
Market value$7.87M
3.53%
Sole
21.09K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares28.98K
TypeSH
Market value$6.91M
3.10%
Sole
28.98K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares16.22K
TypeSH
Market value$5.80M
2.60%
Sole
16.22K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares14.02K
TypeSH
Market value$5.30M
2.38%
Sole
14.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.74K
TypeSH
Market value$5.05M
2.27%
Sole
6.74K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.20K
TypeSH
Market value$5.02M
2.25%
Sole
14.20K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares7.28K
TypeSH
Market value$4.10M
1.84%
Sole
7.28K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares3.52K
TypeSH
Market value$4.06M
1.82%
Sole
3.52K
Shared
0.00
None
0.00
TESLA INC
SOLEShares9.29K
TypeSH
Market value$3.91M
1.75%
Sole
9.29K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares5.54K
TypeSH
Market value$3.22M
1.44%
Sole
5.54K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.61K
TypeSH
Market value$3.13M
1.41%
Sole
2.61K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares9.15K
TypeSH
Market value$3.00M
1.34%
Sole
9.15K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.75K
TypeSH
Market value$2.88M
1.29%
Sole
5.75K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares7.41K
TypeSH
Market value$2.75M
1.23%
Sole
7.41K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares15.76K
TypeSH
Market value$2.20M
0.99%
Sole
15.76K
Shared
0.00
None
0.00
VISA INC
SOLEShares5.56K
TypeSH
Market value$1.91M
0.86%
Sole
5.56K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares2.43K
TypeSH
Market value$1.76M
0.79%
Sole
2.43K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares4.02K
TypeSH
Market value$1.74M
0.78%
Sole
4.02K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares12.21K
TypeSH
Market value$1.67M
0.75%
Sole
12.21K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares800.00
TypeSH
Market value$1.59M
0.71%
Sole
800.00
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares1.48K
TypeSH
Market value$1.57M
0.71%
Sole
1.48K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares13.33K
TypeSH
Market value$1.57M
0.70%
Sole
13.33K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares6.12K
TypeSH
Market value$1.55M
0.70%
Sole
6.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 69.61K | SH | $13.93M 6.25% | 69.61K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 40.66K | SH | $11.77M 5.28% | 40.66K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 21.09K | SH | $7.87M 3.53% | 21.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 28.98K | SH | $6.91M 3.10% | 28.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 16.22K | SH | $5.80M 2.60% | 16.22K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 14.02K | SH | $5.30M 2.38% | 14.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 6.74K | SH | $5.05M 2.27% | 6.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 14.20K | SH | $5.02M 2.25% | 14.20K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.28K | SH | $4.10M 1.84% | 7.28K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 3.52K | SH | $4.06M 1.82% | 3.52K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 9.29K | SH | $3.91M 1.75% | 9.29K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.54K | SH | $3.22M 1.44% | 5.54K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.61K | SH | $3.13M 1.41% | 2.61K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 9.15K | SH | $3.00M 1.34% | 9.15K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.75K | SH | $2.88M 1.29% | 5.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.41K | SH | $2.75M 1.23% | 7.41K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 15.76K | SH | $2.20M 0.99% | 15.76K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.56K | SH | $1.91M 0.86% | 5.56K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 2.43K | SH | $1.76M 0.79% | 2.43K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 4.02K | SH | $1.74M 0.78% | 4.02K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 12.21K | SH | $1.67M 0.75% | 12.21K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 800.00 | SH | $1.59M 0.71% | 800.00 | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 1.48K | SH | $1.57M 0.71% | 1.48K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 13.33K | SH | $1.57M 0.70% | 13.33K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 6.12K | SH | $1.55M 0.70% | 6.12K | 0.00 | 0.00 |
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