SEC 13F Intelligence

Managers / Q1 2026

Cromwell Holdings LLC

CIK 0001894712 · 255 BUFFALO WAY, OFFICE 305, JACKSON, WY, 93001 · (312) 815-1915

Reported Value
$178M
Q1 2026
Positions
1,523
Filings on Record
8
2019–present window
Filed
Apr 30, 2026
original filing

Summary

Cromwell Holdings LLC reported $178M in U.S.-listed holdings across 1,523 positions for Q1 2026.

Its largest position, NVDA, represents 4.1% of the portfolio.

Compared with Q4 2025, the fund opened 54 new positions and exited 26.

Portfolio Metrics

Turnover
+6.7%
vs prior filed quarter
Top-10 Concentration
+22.7%
share of reported value
Largest Position
+4.1%
Nvidia Corporation
New / Exited
54 / 26
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $167MQ2 ’24Q3 ’24: $156MQ3 ’24Q4 ’24: $173MQ4 ’24Q1 ’25: $155MQ1 ’25Q2 ’25: $165MQ2 ’25Q3 ’25: $187MQ3 ’25Q4 ’25: $183MQ4 ’25Q1 ’26: $178MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 88.8%ADR: 5.1%Other: 4.4%REIT: 1.5%NY Reg Shrs: 0.1%Other: 0.0%
  • Common Stock · 88.8% · $158M
  • ADR · 5.1% · $9M
  • Other · 4.4% · $8M
  • REIT · 1.5% · $3M
  • NY Reg Shrs · 0.1% · $257,741
  • Other · 0.0% · $3,076

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ASTRAZENECA PLCNEW+3.1K3.1K+$603,296$603,296
TOTALENERGIES SENEW+4.0K4.0K+$368,857$368,857
WOPWOODSIDE ENERGY GROUP LTDNEW+6.0K6.0K+$142,970$142,970
CRH PLCNEW+810810+$85,147$85,147
QQNITY ELECTRONICS INCNEW+585585+$67,497$67,497
SUNBSUNBELT RENTALS HOLDINGS INCNEW+972972+$63,267$63,267
TTELUS CORPORATIONNEW+3.1K3.1K+$40,602$40,602
AMCOR PLCNEW+824824+$32,754$32,754

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

32 positions
#IssuerClass% PortfolioValueShares
1NVDANVIDIA CORPORATIONhistory →COM6.72%$12M68.5K
2AAPLAPPLE INChistory →COM5.60%$10M39.3K
3GOOGLALPHABET INCCAP STK CL A · CAP STK CL C4.84%$9M29.9K
4MSFTMICROSOFT CORPhistory →COM4.28%$8M20.5K
5AMZNAMAZON COM INChistory →COM3.09%$5M26.4K
6AVGOBROADCOM INChistory →COM2.44%$4M14.0K
7METAMETA PLATFORMS INChistory →CL A2.08%$4M6.5K
8TSLATESLA INChistory →COM1.59%$3M7.6K
9JPMJPMORGAN CHASE & COhistory →COM1.47%$3M8.9K
10BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.37%$2M5.1K
11LLYELI LILLY & COhistory →COM1.21%$2M2.3K
12EXMOCEXXON MOBIL CORPhistory →COM1.17%$2M12.2K
13WMTWALMART INCCOM0.87%$2M12.4K
14VVISA INCCOM CL A0.85%$2M5.0K
15NFLXNETFLIX INC.COM0.76%$1M14.0K
16JNJJOHNSON & JOHNSONCOM0.71%$1M5.2K
17ASML HLDG NVN Y REGISTRY SHS0.59%$1M800
18MUMICRON TECHNOLOGY INCCOM0.41%$735,4662.2K
19MAMASTERCARD INCORPORATEDCL A0.41%$727,5051.5K
20ABBVABBVIE INCCOM0.38%$669,4343.1K
21CHVCHEVRON CORPORATIONCOM0.37%$666,4253.2K
22COSTCOSTCO WHOLESALE CORPORATIONCOM0.37%$660,633663
23AMDADVANCED MICRO DEVICES INCCOM0.36%$644,4663.2K
24NVSNNOVARTIS AGSPONSORED ADR0.35%$628,8724.1K
25CATCATERPILLAR INCCOM0.35%$614,943868
26SHELSHELL PLCSPON ADS0.34%$609,3366.6K
27CSCOCISCO SYS INCCOM0.34%$609,0827.8K
28ASTRAZENECA PLCORD0.34%$603,2963.1K
29HBC2HSBC HLDGS PLCSPON ADR NEW0.33%$590,3847.0K
30PLTRPALANTIR TECHNOLOGIES INCCL A0.33%$586,2904.0K
31GE AEROSPACECOM NEW0.31%$554,3321.9K
32HDHOME DEPOT INCCOM0.31%$553,8511.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$178M1,523Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$183M1,494Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$187M1,516Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$165M1,320Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$155M1,090May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$173M670Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$156M655Oct 23, 202413F-HRchanges · EDGAR ↗
Q2 2024$167M611Aug 14, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.