Cromwell Holdings LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Cromwell Holdings LLC reported 818 stock positions worth $155.5 million. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Nvidia (NVDA, 4.8%) and Microsoft (MSFT, 4.6%). Compared with Q4 2024, it opened 209 new positions, sold out of 13, added to 256 and reduced 114. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV) and the biggest sale an exit from iShares MSCI Acwi ETF (ACWI).
- Most Recent 13F
- Q2 2026
- Location
- JACKSON, WY
- CIK
- 0001894712
- Portfolio Value
- $155.5M (Q1 2025)
- SEC Filing
- 0001894712-25-000002 ↗ filed May 1, 2025
Holdings Value
Holdings 818 stocks · $155.5M
| AAPL Apple Inc. | 5.90% | 41,280 | $9.2M | Add +0.8% |
| NVDA Nvidia Corp. | 4.83% | 69,344 | $7.5M | Add +1.2% |
| MSFT Microsoft Corp. | 4.62% | 19,138 | $7.2M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 3.12% | 25,512 | $4.9M | No change |
| IVV iShares Core S&P 500 ETF | 2.93% | 8,100 | $4.6M | New |
| META Meta Platforms Inc. Class A | 2.39% | 6,458 | $3.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.74% | 5,073 | $2.7M | No change |
| GOOGL Alphabet Inc. Class A | 1.52% | 15,312 | $2.4M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.45% | 8,185 | $2.2M | Reduce -47.8% |
| JPM JPMorgan Chase & Co. | 1.41% | 8,913 | $2.2M | No change |
| GOOG Alphabet Inc. Class C | 1.38% | 13,712 | $2.1M | No change |
| TSLA Tesla Inc. | 1.30% | 7,804 | $2.0M | No change |
| LLY Eli Lilly & Co. | 1.24% | 2,338 | $1.9M | No change |
| AVGO Broadcom Inc. | 1.22% | 11,320 | $1.9M | Reduce -1.3% |
| V Visa Inc. Class A | 1.12% | 4,978 | $1.7M | No change |
| XOM Exxon Mobil Corp. | 0.96% | 12,585 | $1.5M | Add +2.5% |
| UNH Unitedhealth Group Inc. | 0.93% | 2,765 | $1.4M | No change |
| MA Mastercard Inc. Class A | 0.87% | 2,481 | $1.4M | No change |
| NFLX Netflix Inc. | 0.84% | 1,399 | $1.3M | No change |
| PG The Procter & Gamble Co. | 0.79% | 7,198 | $1.2M | No change |
| ABBV Abbvie Inc. | 0.70% | 5,230 | $1.1M | No change |
| COST Costco Wholesale Corp. | 0.69% | 1,134 | $1.1M | Reduce -0.9% |
| WMT Walmart Inc. | 0.68% | 11,947 | $1.1M | No change |
| HD Home Depot Inc. | 0.67% | 2,853 | $1.0M | No change |
| VEA Vanguard Ftse Developed ETF | 0.64% | 19,700 | $1.0M | Reduce -54.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 21,604 | $902K | No change |
| KO The Coca-Cola Co. | 0.57% | 12,186 | $879K | No change |
| JNJ Johnson & Johnson | 0.56% | 5,205 | $863K | Add +11.2% |
| CRM Salesforce Inc. | 0.55% | 3,188 | $856K | No change |
| CSCO Cisco Systems Inc. | 0.53% | 13,332 | $823K | No change |
| WFC Wells Fargo & Co. | 0.52% | 11,171 | $802K | No change |
| CVX Chevron Corp. | 0.50% | 4,692 | $785K | Reduce -6.3% |
| ABT Abbott Laboratories | 0.47% | 5,455 | $724K | No change |
| PM Philip Morris International | 0.44% | 4,270 | $684K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 2,744 | $682K | Reduce -2.7% |
| MRK Merck & Co. Inc. | 0.44% | 7,473 | $677K | Add +22.5% |
| GE General Electric filed as GE AEROSPACE | 0.42% | 3,241 | $650K | No change |
| ACN Accenture PLC Class A | 0.41% | 2,038 | $636K | No change |
| T AT&T Inc. | 0.41% | 22,306 | $631K | No change |
| ORCL Oracle Corp. | 0.40% | 4,478 | $626K | No change |
| RTX RTX Corp. | 0.39% | 4,579 | $607K | No change |
| LIN Linde PLC | 0.39% | 1,298 | $604K | No change |
| VZ Verizon Communications Inc. | 0.38% | 12,999 | $590K | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.38% | 5,940 | $586K | No change |
| ISRG Intuitive Surgical Inc. | 0.36% | 1,144 | $567K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 6,647 | $561K | Add +86.1% |
| GS Goldman Sachs Group Inc. | 0.35% | 1,007 | $550K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 1,100 | $548K | Add +31.1% |
| NOW ServiceNow Inc. | 0.34% | 672 | $535K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.34% | 800 | $530K | No change |
| QCOM Qualcomm Inc. | 0.34% | 3,423 | $526K | No change |
| INTU Intuit Inc. | 0.34% | 856 | $526K | Reduce -2.5% |
| BKNG Booking Holdings Inc. | 0.34% | 114 | $525K | No change |
| SAP Sap SE-Sponsored ADR | 0.33% | 1,923 | $516K | No change |
| TXN Texas Instruments Inc. | 0.33% | 2,844 | $511K | Reduce -3.2% |
| MCD McDonald's Corp. | 0.33% | 1,621 | $506K | No change |
| SPGI S&P Global Inc. | 0.32% | 987 | $501K | No change |
| AMGN Amgen Inc. | 0.32% | 1,603 | $499K | No change |
| TMUS T-Mobile US Inc. | 0.32% | 1,870 | $499K | No change |
| PEP Pepsico Inc. | 0.32% | 3,293 | $494K | Add +11.9% |
| CAT Caterpillar Inc. | 0.31% | 1,476 | $487K | No change |
| AXP American Express Co. | 0.31% | 1,793 | $482K | No change |
| SHEL Shell PLC-ADR | 0.31% | 6,552 | $480K | No change |
| AMD Advanced Micro Devices | 0.31% | 4,670 | $480K | Reduce -4.2% |
| NVS Novartis AG-Sponsored ADR | 0.31% | 4,117 | $475K | Add +5.1% |
| MS Morgan Stanley | 0.30% | 4,034 | $471K | No change |
| PFE Pfizer Inc. | 0.30% | 18,533 | $470K | Add +64.3% |
| ADBE Adobe Inc. | 0.30% | 1,221 | $468K | Reduce -12.5% |
| BSX Boston Scientific Corp. | 0.29% | 4,465 | $450K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.29% | 6,119 | $450K | No change |
| CMCSA Comcast Corp. Class A | 0.29% | 12,048 | $445K | No change |
| COP Conocophillips | 0.28% | 4,149 | $436K | No change |
| LOW Lowe's Cos Inc. | 0.27% | 1,832 | $427K | No change |
| HON Honeywell International Inc. | 0.27% | 2,008 | $425K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 3,463 | $422K | No change |
| C Citigroup Inc. | 0.27% | 5,927 | $421K | No change |
| PGR Progressive Corp. | 0.27% | 1,478 | $418K | No change |
| UNP Union Pacific Corp. | 0.27% | 1,770 | $418K | No change |
| BA The Boeing Co. | 0.27% | 2,449 | $418K | Add +13.5% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.27% | 6,967 | $413K | No change |
| BMY Bristol-Myers Squibb Co. | 0.26% | 6,705 | $409K | No change |
| FISV Fiserv Inc. | 0.26% | 1,807 | $399K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.25% | 5,704 | $396K | Reduce -17.4% |
| SYK Stryker Corp. | 0.24% | 1,014 | $378K | No change |
| BLK BlackRock Inc. | 0.24% | 396 | $375K | No change |
| AMAT Applied Materials Inc. | 0.24% | 2,540 | $369K | Add +2.8% |
| DE Deere & Co. | 0.23% | 773 | $364K | No change |
| MDT Medtronic PLC | 0.23% | 4,029 | $362K | Add +75.7% |
| GILD Gilead Sciences Inc. | 0.23% | 3,185 | $357K | No change |
| PANW Palo Alto Networks Inc. | 0.23% | 2,088 | $356K | No change |
| DHR Danaher Corp. | 0.23% | 1,704 | $350K | Reduce -12.5% |
| CB Chubb Ltd. | 0.22% | 1,146 | $346K | No change |
| MRSH Marsh & McLennan Cos | 0.22% | 1,390 | $339K | No change |
| ETN Eaton Corp. PLC | 0.21% | 1,228 | $334K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.21% | 1,879 | $332K | No change |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.21% | 24,134 | $329K | No change |
| ADP Automatic Data Processing | 0.21% | 1,055 | $324K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 7,110 | $322K | Reduce -50.5% |
| LMT Lockheed Martin Corp. | 0.21% | 717 | $320K | No change |
| SO The Southern Co. | 0.20% | 3,459 | $318K | Add +10.9% |
Portfolio Sells Q4 2024 → Q1 2025
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −4.93 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −2.58 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -47.8% | 1.45% | −1.17 |
| VEA Vanguard Ftse Developed ETF | Reduce -54.1% | 0.64% | −0.54 |
| AVGO Broadcom Inc. | Reduce -1.3% | 1.22% | −0.31 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 1.52% | −0.16 |
| NEE Nextera Energy Inc. | Reduce -75.6% | 0.06% | −0.16 |
| VWO Vanguard Ftse Emerging Marke | Reduce -50.5% | 0.21% | −0.16 |
| MSFT Microsoft Corp. | Reduce -1.8% | 4.62% | −0.12 |
| INTC Intel Corp. | Reduce -95.0% | 0.01% | −0.11 |
| UPS United Parcel Service Class B | Reduce -67.3% | 0.05% | −0.10 |
| NKE Nike Inc. Class B | Reduce -65.4% | 0.05% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -17.4% | 0.25% | −0.09 |
| SBUX Starbucks Corp. | Reduce -44.8% | 0.11% | −0.06 |
| ADBE Adobe Inc. | Reduce -12.5% | 0.30% | −0.06 |
| GNR State Street SPDR S&P Global | Reduce -53.5% | 0.07% | −0.06 |
| DEO Diageo PLC-Sponsored ADR | Reduce -53.6% | 0.04% | −0.05 |
| ANET Arista Networks Inc. | Reduce -3.2% | 0.16% | −0.05 |
| STLA Stellantis NV | Sold out | 0.00% | −0.05 |
| CCI Crown Castle Inc. | Reduce -97.6% | 0.00% | −0.05 |
| KKR KKR & Co. Inc. | Reduce -30.6% | 0.07% | −0.04 |
| WST West Pharmaceutical Services | Reduce -86.2% | 0.00% | −0.04 |
| TAK Takeda Pharmaceutic-SP ADR | Sold out | 0.00% | −0.04 |
| GMAB Genmab A/S -SP ADR | Sold out | 0.00% | −0.03 |
| GSK GSK PLC-Spon ADR | Reduce -68.2% | 0.02% | −0.03 |
| DHR Danaher Corp. | Reduce -12.5% | 0.23% | −0.03 |
| AMD Advanced Micro Devices | Reduce -4.2% | 0.31% | −0.03 |
| FSLR First Solar Inc. | Reduce -83.3% | 0.00% | −0.03 |
| BIIB Biogen Inc. | Reduce -97.1% | 0.00% | −0.03 |
| PLD Prologis Inc. | Reduce -30.9% | 0.13% | −0.03 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.03 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.03 |
| IAU iShares Gold Trust | Reduce -57.0% | 0.04% | −0.03 |
| CVS CVS Health Corp. | Reduce -64.4% | 0.04% | −0.03 |
| RTO Rentokil Initial PLC-SP ADR | Reduce -77.9% | 0.01% | −0.03 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -70.1% | 0.01% | −0.03 |
| COO The Cooper Cos Inc. | Reduce -97.0% | 0.00% | −0.02 |
| EIX Edison International | Reduce -29.8% | 0.03% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -15.9% | 0.13% | −0.02 |
| BLDR Builders Firstsource Inc. | Reduce -97.2% | 0.00% | −0.02 |
| ALGN Align Technology Inc. | Reduce -96.8% | 0.00% | −0.02 |
| CDNS Cadence Design SYS Inc. | Reduce -9.9% | 0.13% | −0.02 |
| ON On Semiconductor | Reduce -26.9% | 0.02% | −0.02 |
| STM Stmicroelectronics NV-NY SHS | Reduce -49.2% | 0.02% | −0.02 |
| CNI Canadian Natl Railway Co. | Reduce -35.9% | 0.03% | −0.02 |
| RCI Rogers Communications Inc. Class B | Sold out | 0.00% | −0.01 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.01 |
| SWK Stanley Black & Decker Inc. | Reduce -96.9% | 0.00% | −0.01 |
| ALB Albemarle Corp. | Reduce -65.8% | 0.01% | −0.01 |
| TER Teradyne Inc. | Reduce -12.3% | 0.02% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | New | 2.93% | +2.93 |
| PLTR Palantir Technologies Inc. Class A | Add +86.1% | 0.36% | +0.20 |
| XOM Exxon Mobil Corp. | Add +2.5% | 0.96% | +0.20 |
| JNJ Johnson & Johnson | Add +11.2% | 0.56% | +0.16 |
| PFE Pfizer Inc. | Add +64.3% | 0.30% | +0.13 |
| MDT Medtronic PLC | Add +75.7% | 0.23% | +0.13 |
| TMO Thermo Fisher Scientific Inc. | Add +31.1% | 0.35% | +0.10 |
| NEM Newmont Corp. | Add +252.3% | 0.12% | +0.09 |
| MO Altria Group Inc. | Add +45.8% | 0.20% | +0.09 |
| NVS Novartis AG-Sponsored ADR | Add +5.1% | 0.31% | +0.09 |
| MRK Merck & Co. Inc. | Add +22.5% | 0.44% | +0.08 |
| ABNB Airbnb Inc. Class A | Add +279.5% | 0.11% | +0.08 |
| WDAY Workday Inc. Class A | Add +255.1% | 0.11% | +0.08 |
| BDX Becton Dickinson and Co. | Add +152.0% | 0.10% | +0.07 |
| PEP Pepsico Inc. | Add +11.9% | 0.32% | +0.06 |
| SO The Southern Co. | Add +10.9% | 0.20% | +0.06 |
| CSGP Costar Group Inc. | New | 0.05% | +0.05 |
| BA The Boeing Co. | Add +13.5% | 0.27% | +0.05 |
| GPN Global Payments Inc. | New | 0.05% | +0.05 |
| AWK American Water Works Co. Inc. | New | 0.04% | +0.04 |
| VICI Vici Properties Inc. | Add +69.1% | 0.07% | +0.04 |
| TD Toronto-Dominion Bank | Add +16.1% | 0.12% | +0.04 |
| DASH DoorDash Inc. Class A | New | 0.04% | +0.04 |
| SBAC SBA Communications Corp. | New | 0.04% | +0.04 |
| WEC WEC Energy Group Inc. | Add +62.5% | 0.06% | +0.03 |
| SMCI Super Micro Computer Inc. | Add +613.1% | 0.04% | +0.03 |
| DG Dollar General Corp. | Add +255.8% | 0.04% | +0.03 |
| KLAC KLA Corp. | Add +0.7% | 0.19% | +0.03 |
| AJG Arthur J Gallagher & Co. | Add +2.4% | 0.11% | +0.03 |
| REGN Regeneron Pharmaceuticals | Add +32.6% | 0.13% | +0.03 |
| ADI Analog Devices Inc. | Add +11.3% | 0.20% | +0.03 |
| CHTR Charter Communications Inc. Class A | Add +51.6% | 0.07% | +0.03 |
| KHC The Kraft Heinz Co. | Add +173.2% | 0.04% | +0.03 |
| AEM Agnico Eagle Mines Ltd. | Add +28.2% | 0.06% | +0.03 |
| EXC Exelon Corp. | Add +16.4% | 0.08% | +0.03 |
| AEE Ameren Corporation | Add +94.3% | 0.05% | +0.03 |
| WMB Williams Cos Inc. | Add +1.6% | 0.14% | +0.03 |
| COR Cencora Inc. | Add +9.5% | 0.08% | +0.03 |
| CVE Cenovus Energy Inc. | Add +1165.2% | 0.03% | +0.03 |
| DOW Dow Inc. | Add +182.7% | 0.04% | +0.03 |
| CHKP Check Point Software Tech | New | 0.02% | +0.02 |
| ARE Alexandria Real Estate Equit | New | 0.02% | +0.02 |
| SE Sea Ltd.-ADR | Add +7.3% | 0.07% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +1.8% | 0.12% | +0.02 |
| ED Consolidated Edison Inc. | Add +1.9% | 0.08% | +0.02 |
| HLN Haleon PLC-ADR | Add +26.6% | 0.06% | +0.02 |
| HES Hess Corp. | Add +7.4% | 0.07% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +2.1% | 0.08% | +0.02 |
| WBD Warner Bros Discovery Inc. | Add +236.6% | 0.03% | +0.02 |
| AFL Aflac Inc. | Add +1.6% | 0.12% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,107 | $222.8M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 1,035 | $177.8M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 1,008 | $183.2M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 1,024 | $187.1M | NVDA, MSFT, AAPL, AMZN, IVV |
| Q2 2025 | 1,007 | $164.9M | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 818 | $155.5M | AAPL, NVDA, MSFT, AMZN, IVV |
| Q4 2024 | 620 | $173.3M | AAPL, NVDA, ACWI, MSFT, AMZN |
| Q3 2024 | 608 | $155.6M | AAPL, MSFT, NVDA, EEM, AMZN |
| Q2 2024 | 611 | $167.1M | EEM, MSFT, NVDA, ACWI, AAPL |