CL

Cromwell Long Short Fund | MFADX

Mutual Fund
Cromwell Long Short Fund
Last update 2025-06-23 162 Stocks (6 new)
Value $71.00 Mil Turnover 9 %
Countries:
Top Holdings: MSFT(7.32%)NVDA(6.00%)AAPL(5.14%)GOOGL(4.84%)AMZN(4.68%)
Summary Stock Picks Current Portfolio
Cromwell Long Short Fund Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
13,856
5,201.4
-10.29%
7.320
-0.86%
0.000
+35.37%
+20.48%
3,759,901.0
Software
NVDA
NVIDIA Corp
39,322
4,261.7
-12.51%
6.000
-0.97%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
AAPL
Apple Inc
16,435
3,650.7
0%
5.140
0%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
GOOGL
Alphabet Inc
22,248
3,440.4
0%
4.840
0%
0.000
+22.60%
+0.73%
2,312,572.8
Interactive Media
AMZN
Amazon.com Inc
17,466
3,323.1
0%
4.680
0%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
V
Visa Inc
7,518
2,634.8
0%
3.710
0%
0.000
+6.43%
+12.80%
694,059.1
Credit Services
JPM
JPMorgan Chase & Co
9,564
2,346.1
0%
3.300
0%
0.000
+23.79%
+25.81%
815,993.3
Banks
MA
Mastercard Inc
3,369
1,846.6
0%
2.600
0%
0.000
+6.20%
+7.22%
510,423.9
Credit Services
PM
Philip Morris International Inc
9,596
1,523.2
0%
2.140
0%
0.000
-1.31%
+39.07%
256,311.7
Tobacco Products
JNJ
Johnson & Johnson
9,159
1,518.9
-10.48%
2.140
-0.20%
0.000
+9.76%
+18.87%
406,867.0
Drug Manufacturers

Cromwell Long Short Fund's Historical Top Holdings Breakdowns

Cromwell Long Short Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CRM
Salesforce Inc
2025-03-31
New Buy
New Buy
+1.36%
●
268.36 ($311.03) 359.95
$267.22
-14.09%
New holding
3,589
3,589
ALNY
Alnylam Pharmaceuticals Inc
2025-03-31
New Buy
New Buy
+1.21%
●
233.07 ($257) 290.7
$325.64
26.71%
New holding
3,190
3,190
SHW
Sherwin-Williams Co
2025-03-31
Sold Out
Sold Out
-1.08%
●
330.16 ($350.95) 365.55
$342.94
-2.28%
Sold Out
0
-2,464
NOW
ServiceNow Inc
2025-03-31
New Buy
New Buy
+1.03%
●
783.83 ($963.73) 1170.39
$956.43
-0.76%
New holding
923
923
AME
AMETEK Inc
2025-03-31
New Buy
New Buy
+1.02%
●
170.39 ($181.78) 190.43
$181.28
-0.28%
New holding
4,219
4,219
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.97%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Reduce -12.51%
39,322
-5,622
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.86%
●
375.39 ($407.71) 447.2
$505.87
24.08%
Reduce -10.29%
13,856
-1,590
VNT
Vontier Corp
2025-03-31
Sold Out
Sold Out
-0.86%
●
32.1 ($36.41) 40.32
$39.61
8.79%
Sold Out
0
-18,357
HALO
Halozyme Therapeutics Inc
2025-03-31
Reduce
Reduce
-0.82%
●
47.74 ($58.09) 65.16
$58.59
0.86%
Reduce -66.68%
6,677
-13,363
FERG
Ferguson Enterprises Inc
2025-03-31
Sold Out
Sold Out
-0.79%
●
155.08 ($173.36) 185.81
$227.72
31.36%
Sold Out
0
-3,533

Cromwell Long Short Fund Total Holding History ($B)

To

Cromwell Long Short Fund's Asset Allocation

To

Cromwell Long Short Fund Past Portfolios

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

Top Ranked Articles

  • 1

Cromwell Long Short Fund's Hypothetical Growth since 2025-03-31

Cromwell Long Short Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Cromwell Long Short Fund's Holdings Heat Map

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Cromwell Long Short Fund's Holdings Bubble Chart

Cromwell Long Short Fund News

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