Cromwell Holdings LLC - Portfolio overview

Cromwell Holdings LLC has 1081 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. IVV - iShares Trust CORE S&P500 ETF, 4.71%
  2. NVDA - NVIDIA CORPORATION, 4.54%
  3. AAPL - APPLE INC, 3.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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