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Cromwell Tran Sustainable Focus Fund | LIMAXMutual Fund | |
| Total Fund Solution | |
| Last update 2025-06-23 | 30 Stocks (3 new) |
| Value $25.00 Mil | Turnover 15 % |
Cromwell Tran Sustainable Focu... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLN | Talen Energy Corp | 11,022 | 2,200.8 | 0% | 8.710 | 0% | 0.020 | +61.52% | +63.12% | 14,955.9 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
| |
NVDA | NVIDIA Corp | 15,170 | 1,644.1 | 0% | 6.510 | 0% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
DHR | Danaher Corp | 7,027 | 1,440.5 | 0% | 5.700 | 0% | 0.000 | +1.89% | -16.95% | 136,013.0 | Medical Diagnostics & Research | |
AMZN | Amazon.com Inc | 7,458 | 1,419.0 | -30.45% | 5.620 | -2.43% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
PANW | Palo Alto Networks Inc | 7,148 | 1,219.7 | 0% | 4.830 | 0% | 0.000 | +16.75% | +7.60% | 130,546.1 | Software | |
MSFT | Microsoft Corp | 3,014 | 1,131.4 | -47.40% | 4.480 | -3.88% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
INTU | Intuit Inc | 1,633 | 1,002.6 | 0% | 3.970 | 0% | 0.000 | +28.75% | +20.32% | 209,943.9 | Software | |
FERG | Ferguson Enterprises Inc | 6,075 | 973.4 | -11.97% | 3.850 | -0.49% | 0.000 | +36.17% | +29.51% | 44,710.9 | Industrial Distribution | |
VEEV | Veeva Systems Inc | 4,200 | 972.9 | +27.27% | 3.850 | +0.83% | 0.000 | +30.72% | +34.26% | 46,129.7 | Healthcare Providers & Services | |
META | Meta Platforms Inc | 1,687 | 972.3 | -37.52% | 3.850 | -2.01% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media |
Cromwell Tran Sustainable Focus Fund's Historical Top Holdings Breakdowns
Cromwell Tran Sustainable Focus Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -3.88% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -47.4% | 3,014 | -2,716 | |
TMUS | T-Mobile US Inc | 2025-03-31 | Reduce Reduce | -3.39% | 211.3 ($246.5) 272.83 | $227.21 | -7.83% | Reduce -64.72% | 2,474 | -4,538 | |
CSGP | CoStar Group Inc | 2025-03-31 | New Buy New Buy | +3.20% | 69.29 ($76.08) 80.37 | $84.70 | 11.33% | New holding | 10,197 | 10,197 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -2.43% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Reduce -30.45% | 7,458 | -3,265 | |
ELF | e.l.f. Beauty Inc | 2025-03-31 | Add Add | +2.38% | 62.41 ($87.09) 133.91 | $117.63 | 35.07% | Add 523.14% | 11,391 | 9,563 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Sold Out Sold Out | -2.37% | 461.52 ($511.2) 548.18 | $282.65 | -44.71% | Sold Out | 0 | -1,386 | |
APD | Air Products and Chemicals Inc | 2025-03-31 | Add Add | +2.21% | 283.24 ($308.4) 338.07 | $295.31 | -4.24% | Add 187.41% | 2,900 | 1,891 | |
AER | AerCap Holdings NV | 2025-03-31 | Sold Out Sold Out | -2.16% | 94.11 ($98.97) 105.78 | $112.09 | 13.26% | Sold Out | 0 | -6,668 | |
GEV | GE Vernova Inc | 2025-03-31 | New Buy New Buy | +2.08% | 270.13 ($348.71) 437.71 | $574.60 | 64.78% | New holding | 1,725 | 1,725 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -2.01% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Reduce -37.52% | 1,687 | -1,013 |
Cromwell Tran Sustainable Focus Fund Total Holding History ($B)
Cromwell Tran Sustainable Focus Fund's Asset Allocation
Cromwell Tran Sustainable Focus Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Cromwell Tran Sustainable Focus Fund's Hypothetical Growth since 2025-03-31
Cromwell Tran Sustainable Focus Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Cromwell Tran Sustainable Focus Fund's Holdings Heat Map
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Cromwell Tran Sustainable Focus Fund's Holdings Bubble Chart
Cromwell Tran Sustainable Focus Fund News
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