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Portfolio (Quarterly) Guide ↗

Cromwell Holdings LLC

· CIK 0001894712
13F Portfolio $178M AUM 1,523 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 322 Added 98 Reduced 26 Exited
Page 11 of 52  ·  1,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TRGP TARGA RES CORP Energy 734.0 $184K 0.10% +8.0 +1.1% $250.73 +5.2%
202 DB DEUTSCHE BK AG Financial Services 6,166.0 $184K 0.10% $29.78 +12.0%
203 TGT TARGET CORP Consumer Defensive 1,503.0 $182K 0.10% +43.0 +3.0% $121.20 +5.9%
204 CAH CARDINAL HEALTH INC Healthcare 856.0 $181K 0.10% $211.31 -5.4%
205 MSI MOTOROLA SOLUTIONS INC Technology 406.0 $177K 0.10% +32.0 +8.6% $435.18 -6.1%
206 AFL AFLAC INC Financial Services 1,604.0 $176K 0.10% $109.71 +4.7%
207 PCAR PACCAR INC Industrials 1,519.0 $175K 0.10% $115.50 -2.8%
208 ITW ILLINOIS TOOL WKS INC Industrials 669.0 $175K 0.10% $261.90 -4.4%
209 SRE SEMPRA Utilities 1,765.0 $173K 0.10% $97.83 -6.7%
210 ING ING GROEP N.V. Financial Services 6,603.0 $172K 0.10% $26.05 +19.4%
211 TRP TC ENERGY CORP Energy 2,697.0 $171K 0.10% $63.25 +7.8%
212 NATWEST GROUP PLC 10,973.0 $170K 0.10% $15.52
213 O REALTY INCOME CORP Real Estate 2,736.0 $168K 0.10% +29.0 +1.1% $61.45 +1.2%
214 NVO NOVO-NORDISK A S Healthcare 4,396.0 $167K 0.09% -1K -24.6% $37.97 +17.4%
215 DELL DELL TECHNOLOGIES INC Technology 1,015.0 $167K 0.09% +69.0 +7.3% $164.13 +85.8%
216 D DOMINION ENERGY INC Utilities 2,684.0 $166K 0.09% $61.82 +8.7%
217 TER TERADYNE INC Technology 559.0 $166K 0.09% $296.46 +26.8%
218 MFC MANULIFE FINL CORP Financial Services 4,768.0 $164K 0.09% $34.44 +12.5%
219 AIG AMERICAN INTL GROUP INC Financial Services 2,180.0 $164K 0.09% $75.25 +0.0%
220 VST VISTRA CORP Utilities 1,079.0 $162K 0.09% $150.33 +6.5%
Page 11 of 52  ·  1,036 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.5%
Financial Services 13.6%
Communication Services 9.9%
Healthcare 9.9%
Consumer Cyclical 9.6%
Industrials 8.0%
Energy 5.5%
Consumer Defensive 4.8%
Utilities 3.0%
Basic Materials 2.7%