CH

Cromwell Holdings LLC

13F
Cromwell Holdings LLC
Last update 2025-07-21 1007 Stocks (209 new)
Value $165.00 Mil Turnover 5 %
Countries:
Top Holdings: NVDA(6.56%)MSFT(6.29%)AAPL(4.81%)AMZN(3.47%)META(2.89%)
Summary Stock Picks Current Portfolio
Cromwell Holdings LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
68,472
10,818.6
-1.26%
6.560
-0.06%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
MSFT
Microsoft Corp
20,858
10,375.0
+8.99%
6.290
+0.52%
0.000
+32.15%
+21.67%
3,797,138.0
Software
AAPL
Apple Inc
38,627
7,925.1
-6.43%
4.810
-0.38%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
AMZN
Amazon.com Inc
26,113
5,728.9
+2.36%
3.470
+0.08%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
META
Meta Platforms Inc
6,458
4,766.6
0%
2.890
0%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
AVGO
Broadcom Inc
14,017
3,863.8
+23.83%
2.340
+0.45%
0.000
+53.81%
+25.20%
1,357,939.1
Semiconductors
GOOGL
Alphabet Inc
15,649
2,757.8
+2.20%
1.670
+0.04%
0.000
+20.80%
+1.76%
2,329,696.9
Interactive Media
JPM
JPMorgan Chase & Co
8,913
2,584.0
0%
1.570
0%
0.000
+21.80%
+25.72%
815,415.8
Banks
GOOG
Alphabet Inc
14,198
2,518.6
+3.54%
1.530
+0.05%
0.000
+19.79%
+1.69%
2,329,696.9
Interactive Media
BRK.B
Berkshire Hathaway Inc
5,073
2,464.3
0%
1.490
0%
0.000
-9.60%
+6.03%
1,039,421.7
Insurance

Cromwell Holdings LLC's Historical Top Holdings Breakdowns

Cromwell Holdings LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-06-30
Sold Out
Sold Out
-2.93%
●
498.8 ($573.99) 620.9
$637.58
11.08%
Sold Out
0
-8,100
VTI
Vanguard Total Stock Market ETF
2025-06-30
Sold Out
Sold Out
-1.45%
●
243.75 ($281.15) 303.93
$312.30
11.08%
Sold Out
0
-8,185
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Sold Out
Sold Out
-0.64%
●
45.65 ($53.52) 57.01
$58.09
8.54%
Sold Out
0
-19,700
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.52%
●
354.56 ($433.34) 497.45
$510.88
17.89%
Add 8.99%
20,858
1,720
AVGO
Broadcom Inc
2025-06-30
Add
Add
+0.45%
●
146.29 ($216.36) 275.65
$288.71
33.44%
Add 23.83%
14,017
2,697
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.38%
●
172.42 ($202.27) 223.89
$213.76
5.68%
Reduce -6.43%
38,627
-2,653
TMO
Thermo Fisher Scientific Inc
2025-06-30
Reduce
Reduce
-0.28%
●
390.26 ($419.37) 497.6
$475.03
13.27%
Reduce -79.73%
223
-877
BAC
Bank of America Corp
2025-06-30
Reduce
Reduce
-0.24%
●
34.39 ($42.07) 47.46
$48.39
15.02%
Reduce -41.08%
12,730
-8,874
PEP
PepsiCo Inc
2025-06-30
Reduce
Reduce
-0.22%
●
128.02 ($134.95) 151.37
$144.51
7.08%
Reduce -67.35%
1,075
-2,218
VWO
Vanguard FTSE Emerging Markets ETF
2025-06-30
Sold Out
Sold Out
-0.21%
●
39.89 ($46.36) 49.46
$50.98
9.97%
Sold Out
0
-7,110

Cromwell Holdings LLC Total Holding History ($B)

To

Cromwell Holdings LLC's Asset Allocation

To

Cromwell Holdings LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cromwell Holdings LLC's Hypothetical Growth since 2025-06-30

Cromwell Holdings LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cromwell Holdings LLC's Holdings Heat Map

Size field:

Cromwell Holdings LLC's Holdings Bubble Chart

Cromwell Holdings LLC News

  • 1

Discussions on Cromwell Holdings LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.