Cromwell Holdings LLC holds a diversified book of 1108 reported positions worth $222.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Ishares Core S&P 500 ETF and trimmed Netflix Inc. Their largest long position is Nvidia Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +17% (+19.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning Cromwell Holdings LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
+5 sectors below the cut, 9% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cromwell Holdings LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 13 / 80 | $251.6M |
| Swiss Re Ltd | 68 / 80 | $1.1B |
| Evelyn Partners Group Ltd | 73 / 80 | $44.8B |
| Uhlmann Price Securities, LLC | 54 / 80 | $2.5B |
| New World Advisors LLC | 62 / 80 | $542.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Hoey Investments, Inc | 67 / 80 | $705.9M |
| Draper Asset Management, LLC | 12 / 80 | $180.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Cromwell Holdings LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $13.9M | 69.6K | 6.3% | ▲+1.7% Added · +1K sh | |
| 2 | Apple Inc COM | $11.8M | 40.7K | 5.3% | ▲+3.6% Added · +1K sh | |
| 3 | Microsoft Corp COM | $7.9M | 21.1K | 3.5% | ▲+2.7% Added · +555 sh | |
| 4 | Amazon Com Inc COM | $6.9M | 29.0K | 3.1% | ▲+9.8% Added · +3K sh | |
| 5 | Alphabet Inc CAP STK CL A | $5.8M | 16.2K | 2.6% | ▲+3.1% Added · +488 sh | |
| 6 | Broadcom Inc COM | $5.3M | 14.0K | 2.4% | —Held | |
| 7 | Ishares TR CORE S&P500 ETF | $5.0M | 6.7K | 2.3% | ▲New New position | |
| 8 | Alphabet Inc CAP STK CL C | $5.0M | 14.2K | 2.3% | —Held | |
| 9 | Meta Platforms Inc CL A | $4.1M | 7.3K | 1.8% | ▲+13% Added · +820 sh | |
| 10 | Micron Technology Inc COM | $4.1M | 3.5K | 1.8% | —Held | |
| 11 | Tesla Inc COM | $3.9M | 9.3K | 1.8% | ▲+22% Added · +2K sh | |
| 12 | Advanced Micro Devices Inc COM | $3.2M | 5.5K | 1.4% | ▲+5.4% Added · +284 sh | |
| 13 | Eli Lilly & Co COM | $3.1M | 2.6K | 1.4% | ▲+12% Added · +275 sh | |
| 14 | JPMorgan Chase & Co COM | $3.0M | 9.2K | 1.3% | ▲+2.6% Added · +237 sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $2.9M | 5.8K | 1.3% | ▲+13% Added · +679 sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $2.7M | 7.4K | 1.2% | ▲New New position | |
| 17 | Intel Corp COM | $2.2M | 15.8K | 1.0% | ▲+9.9% Added · +1K sh | |
| 18 | Visa Inc COM CL A | $1.9M | 5.6K | 0.9% | ▲+12% Added · +582 sh | |
| 19 | Applied Matls Inc COM | $1.8M | 2.4K | 0.8% | —Held | |
| 20 | Lam Research Corp COM NEW | $1.7M | 4.0K | 0.8% | —Held | |
| 21 | Exxon Mobil Corp COM | $1.7M | 12.2K | 0.7% | —Held | |
| 22 | ASML Hldg NV N Y REGISTRY SHS | $1.6M | 800 | 0.7% | —Held | |
| 23 | Caterpillar Inc COM | $1.6M | 1.5K | 0.7% | —Held | |
| 24 | Cisco Sys Inc COM | $1.6M | 13.3K | 0.7% | —Held | |
| 25 | Johnson & Johnson COM | $1.6M | 6.1K | 0.7% | ▲+18% Added · +930 sh | |
| 26 | Abbvie Inc COM | $1.5M | 5.9K | 0.7% | ▲+13% Added · +663 sh | |
| 27 | Walmart Inc COM | $1.4M | 12.4K | 0.6% | —Held | |
| 28 | Mastercard Incorporated CL A | $1.3M | 2.5K | 0.6% | —Held | |
| 29 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.3M | 17.9K | 0.6% | ▲New New position | |
| 30 | Kla Corp COM NEW | $1.3M | 4.2K | 0.6% | ▲10× Added · +4K sh | |
| 31 | Ge Aerospace COM NEW | $1.2M | 3.2K | 0.5% | —Held | |
| 32 | Sandisk Corp COM | $1.2M | 510 | 0.5% | ▲+5.6% Added · +27 sh | |
| 33 | Unitedhealth Group Inc COM | $1.1M | 2.7K | 0.5% | ▲+18% Added · +400 sh | |
| 34 | Bank America Corp COM | $1.1M | 19.5K | 0.5% | ▲+46% Added · +6K sh | |
| 35 | Coca Cola Co COM | $1.1M | 13.2K | 0.5% | ▲+8.6% Added · +1K sh | |
| 36 | Palo Alto Networks Inc COM | $1.1M | 3.2K | 0.5% | ▲+31% Added · +744 sh | |
| 37 | Home Depot Inc COM | $1.1M | 3.0K | 0.5% | ▲+6.8% Added · +194 sh | |
| 38 | Costco Wholesale Corporation COM | $1.1M | 1.1K | 0.5% | —Held | |
| 39 | Goldman Sachs Group Inc COM | $1.0M | 1.0K | 0.5% | —Held | |
| 40 | Netflix Inc. COM | $999K | 14.0K | 0.4% | ▼~0% Reduced · −1 sh | |
| 41 | Merck & Co Inc COM | $980K | 7.6K | 0.4% | ▲+1.3% Added · +95 sh | |
| 42 | Ge Vernova Inc COM | $957K | 814 | 0.4% | —Held | |
| 43 | Wells Fargo & Co COM | $923K | 11.2K | 0.4% | —Held | |
| 44 | Procter & Gamble Co COM | $907K | 6.2K | 0.4% | ▼−0.7% Reduced · −46 sh | |
| 45 | Texas Instrs Inc COM | $889K | 3.0K | 0.4% | ▲+66% Added · +1K sh | |
| 46 | Chevron Corporation COM | $888K | 5.4K | 0.4% | —Held | |
| 47 | International Business Machs COM | $882K | 3.1K | 0.4% | ▲+14% Added · +392 sh | |
| 48 | Philip Morris Intl Inc COM | $881K | 4.8K | 0.4% | ▲+13% Added · +560 sh | |
| 49 | RTX Corporation COM | $869K | 4.6K | 0.4% | —Held | |
| 50 | Palantir Technologies Inc CL A | $862K | 7.4K | 0.4% | ▲+6.8% Added · +472 sh |
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Use Arkolith to show Cromwell Holdings LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.