Cromwell Holdings

Latest statistics and disclosures from Cromwell Holdings's latest quarterly 13F-HR filing:

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Positions held by Cromwell Holdings consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cromwell Holdings

Cromwell Holdings holds 1108 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Cromwell Holdings has 1108 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 6.3 $14M 70k 200.09
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Apple (AAPL) 5.3 $12M +3% 41k 289.36
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Microsoft Corporation (MSFT) 3.5 $7.9M +2% 21k 373.02
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Amazon (AMZN) 3.1 $6.9M +9% 29k 238.34
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Alphabet Cap Stk Cl A (GOOGL) 2.6 $5.8M +3% 16k 357.37
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Broadcom (AVGO) 2.4 $5.3M 14k 377.75
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Ishares Tr Core S&p500 Etf (IVV) 2.3 $5.0M NEW 6.7k 748.89
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Alphabet Cap Stk Cl C (GOOG) 2.3 $5.0M 14k 353.33
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Meta Platforms Cl A (META) 1.8 $4.1M +12% 7.3k 563.29
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Micron Technology (MU) 1.8 $4.1M 3.5k 1154.29
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Tesla Motors (TSLA) 1.8 $3.9M +21% 9.3k 420.60
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Advanced Micro Devices (AMD) 1.4 $3.2M +5% 5.5k 580.91
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Eli Lilly & Co. (LLY) 1.4 $3.1M +11% 2.6k 1199.43
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JPMorgan Chase & Co. (JPM) 1.3 $3.0M +2% 9.2k 327.33
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.9M +13% 5.8k 500.39
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Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $2.7M NEW 7.4k 371.08
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Intel Corporation (INTC) 1.0 $2.2M +9% 16k 139.63
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Visa Com Cl A (V) 0.9 $1.9M +11% 5.6k 343.09
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Applied Materials (AMAT) 0.8 $1.8M 2.4k 723.00
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Lam Research Corp Com New (LRCX) 0.8 $1.7M 4.0k 433.59
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Exxon Mobil Corporation (XOM) 0.7 $1.7M 12k 136.72
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Asml Hldg Nv N Y Registry Shs (ASML) 0.7 $1.6M 800.00 1989.44
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Caterpillar (CAT) 0.7 $1.6M 1.5k 1064.90
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Cisco Systems (CSCO) 0.7 $1.6M 13k 117.46
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Johnson & Johnson (JNJ) 0.7 $1.6M +17% 6.1k 253.97
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Abbvie (ABBV) 0.7 $1.5M +12% 5.9k 251.64
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Wal-Mart Stores (WMT) 0.6 $1.4M 12k 113.26
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Mastercard Incorporated Cl A (MA) 0.6 $1.3M 2.5k 513.60
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $1.3M NEW 18k 71.25
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Kla Corp Com New (KLAC) 0.6 $1.3M +900% 4.2k 301.71
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Ge Aerospace Com New (GE) 0.5 $1.2M 3.2k 373.73
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Sandisk Corp (SNDK) 0.5 $1.2M +5% 510.00 2273.73
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UnitedHealth (UNH) 0.5 $1.1M +17% 2.7k 415.63
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Bank of America Corporation (BAC) 0.5 $1.1M +45% 20k 56.98
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Coca-Cola Company (KO) 0.5 $1.1M +8% 13k 81.79
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Palo Alto Networks (PANW) 0.5 $1.1M +30% 3.2k 341.02
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Home Depot (HD) 0.5 $1.1M +6% 3.0k 352.68
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Costco Wholesale Corporation (COST) 0.5 $1.1M 1.1k 935.47
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Goldman Sachs (GS) 0.5 $1.0M 1.0k 1011.37
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Netflix (NFLX) 0.4 $999k 14k 71.40
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Merck & Co (MRK) 0.4 $980k 7.6k 129.34
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Ge Vernova (GEV) 0.4 $957k 814.00 1175.35
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Wells Fargo & Company (WFC) 0.4 $923k 11k 82.64
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Procter & Gamble Company (PG) 0.4 $907k 6.2k 146.64
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Texas Instruments Incorporated (TXN) 0.4 $889k +66% 3.0k 298.07
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Chevron Corporation (CVX) 0.4 $888k 5.4k 165.76
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International Business Machines (IBM) 0.4 $882k +14% 3.1k 281.21
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Philip Morris International (PM) 0.4 $881k +13% 4.8k 182.38
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Raytheon Technologies Corp (RTX) 0.4 $869k 4.6k 189.73
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Palantir Technologies Cl A (PLTR) 0.4 $862k +6% 7.4k 116.67
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Morgan Stanley Com New (MS) 0.4 $843k 4.0k 209.04
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Citigroup Com New (C) 0.4 $830k 5.9k 139.96
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Oracle Corporation (ORCL) 0.4 $790k +16% 5.4k 146.55
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Linde SHS (LIN) 0.3 $749k +11% 1.4k 518.94
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Western Digital (WDC) 0.3 $726k 1.1k 638.72
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Amphenol Corp Cl A (APH) 0.3 $704k +18% 4.0k 176.57
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Rbc Cad (RY) 0.3 $666k 3.2k 206.97
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HSBC HLDGS Spon Adr New (HSBC) 0.3 $663k 7.0k 95.09
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Qualcomm (QCOM) 0.3 $657k +3% 3.6k 184.79
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Novartis Sponsored Adr (NVS) 0.3 $645k 4.1k 156.72
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Corning Incorporated (GLW) 0.3 $632k 2.5k 255.43
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Crowdstrike Hldgs Cl A (CRWD) 0.3 $631k +2% 827.00 763.14
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Amgen (AMGN) 0.3 $620k +6% 1.7k 362.12
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American Express Company (AXP) 0.3 $607k 1.8k 338.25
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Arista Networks Com Shs (ANET) 0.3 $592k +15% 3.5k 169.88
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Astrazeneca Ord (AZN) 0.3 $580k 3.1k 189.62
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Analog Devices (ADI) 0.3 $580k +18% 1.5k 397.17
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Walt Disney Company (DIS) 0.3 $574k +12% 5.9k 97.00
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $559k 579.00 965.74
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Verizon Communications (VZ) 0.2 $550k 13k 42.34
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Eaton Corp SHS (ETN) 0.2 $546k +4% 1.3k 426.12
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Thermo Fisher Scientific (TMO) 0.2 $541k +38% 1.1k 501.61
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Boeing Company (BA) 0.2 $535k +17% 2.5k 216.47
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TJX Companies (TJX) 0.2 $525k 3.5k 151.50
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Union Pacific Corporation (UNP) 0.2 $514k +7% 1.9k 272.00
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Nextera Energy (NEE) 0.2 $513k 5.8k 87.77
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Shell Spon Ads (SHEL) 0.2 $508k 6.6k 77.54
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Booking Holdings (BKNG) 0.2 $508k +2400% 2.9k 178.24
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Banco Santander Sa Adr (SAN) 0.2 $507k 37k 13.80
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Toronto Dominion Bk Ont Com New (TD) 0.2 $497k 4.1k 121.43
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Charles Schwab Corporation (SCHW) 0.2 $497k 5.4k 92.27
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Deere & Company (DE) 0.2 $492k 773.00 635.95
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Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.2 $480k 24k 19.89
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salesforce (CRM) 0.2 $468k 3.0k 157.09
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At&t (T) 0.2 $462k 22k 20.70
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Intuitive Surgical Com New (ISRG) 0.2 $455k 1.1k 397.68
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Blackrock (BLK) 0.2 $450k +18% 468.00 961.56
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Pfizer (PFE) 0.2 $448k 19k 24.08
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Uber Technologies (UBER) 0.2 $442k 6.1k 72.16
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Marathon Petroleum Corp (MPC) 0.2 $442k 1.7k 255.67
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McDonald's Corporation (MCD) 0.2 $438k -11% 1.6k 270.31
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Dell Technologies CL C (DELL) 0.2 $438k 1.0k 431.46
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Bhp Billiton Sponsored Ads (BHP) 0.2 $418k 5.0k 83.31
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Danaher Corporation (DHR) 0.2 $417k +18% 2.2k 190.58
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Altria (MO) 0.2 $410k 5.6k 72.99
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CVS Caremark Corporation (CVS) 0.2 $406k 3.9k 103.45
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ConocoPhillips (COP) 0.2 $405k 3.9k 103.96
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Welltower Inc Com reit (WELL) 0.2 $404k 1.8k 226.97
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Lowe's Companies (LOW) 0.2 $404k 1.8k 220.49
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Gilead Sciences (GILD) 0.2 $403k 3.2k 126.34
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Capital One Financial (COF) 0.2 $398k +5% 2.0k 200.62
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Chubb (CB) 0.2 $392k 1.1k 341.74
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Prologis (PLD) 0.2 $385k +35% 2.8k 135.47
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Bristol Myers Squibb (BMY) 0.2 $384k 6.7k 57.62
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $377k NEW 6.3k 59.69
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Lockheed Martin Corporation (LMT) 0.2 $365k 717.00 509.46
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Ubs Group SHS (UBS) 0.2 $359k 7.2k 49.56
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Parker-Hannifin Corporation (PH) 0.2 $358k 366.00 978.12
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Newmont Mining Corporation (NEM) 0.2 $351k 3.8k 93.40
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Starbucks Corporation (SBUX) 0.2 $350k 3.4k 102.19
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.2 $342k 14k 25.06
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Toyota Motor Corp Ads (TM) 0.1 $334k 2.0k 168.42
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Cummins (CMI) 0.1 $332k 465.00 713.21
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McKesson Corporation (MCK) 0.1 $331k 438.00 756.40
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Southern Company (SO) 0.1 $331k 3.5k 95.71
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Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.1 $330k 14k 23.83
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $330k 664.00 496.73
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Bank of New York Mellon Corporation (BNY) 0.1 $328k 2.3k 144.61
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Progressive Corporation (PGR) 0.1 $324k -4% 1.5k 218.45
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Trane Technologies SHS (TT) 0.1 $320k 651.00 491.16
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Johnson Controls Internation SHS (JCI) 0.1 $318k 2.2k 146.50
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Quanta Services (PWR) 0.1 $316k 439.00 720.04
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Totalenergies Se Act (TTE) 0.1 $316k 4.0k 78.73
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Automatic Data Processing (ADP) 0.1 $315k +34% 1.4k 225.62
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Novo-nordisk A S Adr (NVO) 0.1 $314k +48% 6.5k 47.94
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Metropcs Communications (TMUS) 0.1 $314k 1.9k 167.73
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Duke Energy Corp Com New (DUK) 0.1 $313k 2.5k 126.58
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Cadence Design Systems (CDNS) 0.1 $312k +8% 832.00 375.32
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Pepsi (PEP) 0.1 $309k +23% 2.3k 135.40
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Fortinet (FTNT) 0.1 $308k +7% 2.0k 153.62
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Bank Of Montreal Cadcom (BMO) 0.1 $307k 1.7k 176.70
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Valero Energy Corporation (VLO) 0.1 $302k 1.2k 260.44
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PNC Financial Services (PNC) 0.1 $301k 1.2k 246.22
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Sap Se Spon Adr (SAP) 0.1 $296k 1.9k 154.11
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Us Bancorp Com New (USB) 0.1 $294k +9% 4.8k 60.92
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Stryker Corporation (SYK) 0.1 $294k -8% 931.00 315.72
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Vertiv Holdings Com Cl A (VRT) 0.1 $293k +66% 874.00 334.82
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Mizuho Financial Group Sponsored Adr (MFG) 0.1 $292k 30k 9.58
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Applovin Corp Com Cl A (APP) 0.1 $291k +62% 565.00 515.23
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3M Company (MMM) 0.1 $291k 1.8k 161.91
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British Amern Tob Sponsored Adr (BTI) 0.1 $290k 4.7k 61.76
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Barclays Adr (BCS) 0.1 $287k 11k 26.86
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Anthem (ELV) 0.1 $287k +36% 742.00 386.73
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Robinhood Mkts Com Cl A (HOOD) 0.1 $287k +1942% 2.9k 100.28
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Marriott Intl Cl A (MAR) 0.1 $286k 772.00 370.59
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Servicenow (NOW) 0.1 $282k -10% 2.8k 99.28
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Howmet Aerospace (HWM) 0.1 $279k 1.0k 268.86
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Equinix (EQIX) 0.1 $277k 266.00 1042.39
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General Motors Company (GM) 0.1 $277k 3.6k 77.08
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Teradyne (TER) 0.1 $276k 570.00 483.84
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Cibc Cad (CM) 0.1 $275k 2.4k 115.77
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Marvell Technology (MRVL) 0.1 $269k NEW 903.00 297.89
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Williams Companies (WMB) 0.1 $267k 3.6k 74.34
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Royal Caribbean Cruises (RCL) 0.1 $267k +4% 837.00 318.97
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Coherent Corp (COHR) 0.1 $264k +159% 670.00 394.47
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Phillips 66 (PSX) 0.1 $259k +4% 1.5k 169.05
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Bk Nova Cad (BNS) 0.1 $257k 3.0k 86.84
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United Parcel Svcs CL B (UPS) 0.1 $255k +21% 2.4k 107.50
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Emerson Electric (EMR) 0.1 $254k +6% 1.8k 143.15
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Freeport Mcmoran CL B (FCX) 0.1 $252k +26% 4.0k 62.89
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O'reilly Automotive (ORLY) 0.1 $251k 2.7k 92.09
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Hilton Worldwide Holdings (HLT) 0.1 $251k 760.00 330.46
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Simon Property (SPG) 0.1 $250k +4% 1.1k 223.65
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S&p Global (SPGI) 0.1 $248k -38% 609.00 407.26
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United Rentals (URI) 0.1 $246k +3% 217.00 1132.89
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Lloyds Banking Group Sponsored Adr (LYG) 0.1 $244k 42k 5.83
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Cigna Corp (CI) 0.1 $244k 886.00 275.68
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General Dynamics Corporation (GD) 0.1 $243k 685.00 354.24
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Abbott Laboratories (ABT) 0.1 $242k -50% 2.7k 90.74
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Unilever Spon Adr New (UL) 0.1 $238k 4.0k 60.12
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American Electric Power Company (AEP) 0.1 $237k 1.7k 136.81
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $235k 2.1k 114.18
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Enbridge (ENB) 0.1 $233k 4.3k 54.21
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Marsh & McLennan Companies (MRSH) 0.1 $232k 1.4k 166.67
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Sony Group Corp Sponsored Adr (SONY) 0.1 $230k 12k 20.06
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Colgate-Palmolive Company (CL) 0.1 $229k +10% 2.5k 91.68
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Sherwin-Williams Company (SHW) 0.1 $229k 666.00 344.32
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Ross Stores (ROST) 0.1 $228k 1.1k 212.85
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Cme (CME) 0.1 $228k +2% 1.0k 220.83
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Waste Management (WM) 0.1 $225k 1.0k 222.88
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Honeywell International (HON) 0.1 $225k NEW 1.0k 223.90
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Northrop Grumman Corporation (NOC) 0.1 $223k 437.00 509.31
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $222k 5.2k 42.59
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Mondelez Intl Cl A (MDLZ) 0.1 $220k +59% 3.8k 58.34
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Datadog Cl A Com (DDOG) 0.1 $219k -25% 842.00 260.36
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Norfolk Southern (NSC) 0.1 $219k 696.00 314.59
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Constellation Energy (CEG) 0.1 $218k 877.00 248.37
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Monster Beverage Corp (MNST) 0.1 $214k 2.2k 96.12
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CSX Corporation (CSX) 0.1 $213k +31% 4.5k 47.53
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Regeneron Pharmaceuticals (REGN) 0.1 $213k 342.00 623.54
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Hewlett Packard Enterprise (HPE) 0.1 $213k +2% 4.7k 45.25
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Cardinal Health (CAH) 0.1 $212k +4% 893.00 237.56
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TransDigm Group Incorporated (TDG) 0.1 $212k 159.00 1332.04
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FedEx Corporation (FDX) 0.1 $211k 672.00 314.35
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Delta Air Lines Com New (DAL) 0.1 $211k +2% 2.2k 93.66
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SLB Com Stk (SLB) 0.1 $211k +10% 4.5k 46.78
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Travelers Companies (TRV) 0.1 $208k 631.00 330.12
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Deutsche Bk Namen Akt (DB) 0.1 $208k 6.2k 33.76
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Ing Groep Sponsored Adr (ING) 0.1 $207k 6.6k 31.38
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Nxp Semiconductors N V (NXPI) 0.1 $207k 733.00 282.04
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Kinder Morgan (KMI) 0.1 $206k +2% 6.5k 31.97
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Moody's Corporation (MCO) 0.1 $206k +25% 455.00 452.92
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National Grid Sponsored Adr Ne (NGG) 0.1 $206k +7% 2.5k 82.87
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Truist Financial Corp equities (TFC) 0.1 $205k 4.1k 49.82
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Digital Realty Trust (DLR) 0.1 $203k +4% 1.1k 179.58
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Targa Res Corp (TRGP) 0.1 $202k +2% 753.00 268.14
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Cameco Corporation (CCJ) 0.1 $201k 2.0k 101.86
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eBay (EBAY) 0.1 $200k +2% 1.8k 111.75
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Agnico (AEM) 0.1 $199k 1.3k 155.13
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Intercontinental Exchange (ICE) 0.1 $198k 1.6k 123.11
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Monolithic Power Systems (MPWR) 0.1 $198k 143.00 1384.37
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Ford Motor Company (F) 0.1 $197k +3% 14k 13.90
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Target Corporation (TGT) 0.1 $196k 1.5k 130.61
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Ecolab (ECL) 0.1 $196k 702.00 279.33
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Oneok (OKE) 0.1 $196k +4% 2.2k 86.94
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Aon Shs Cl A (AON) 0.1 $195k 588.00 331.69
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Natwest Group Spons Adr (NWG) 0.1 $194k 11k 17.63
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Manulife Finl Corp (MFC) 0.1 $193k 4.8k 40.51
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Baker Hughes Company Cl A (BKR) 0.1 $193k +4% 3.5k 55.50
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Synopsys (SNPS) 0.1 $190k -22% 426.00 446.07
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Edwards Lifesciences (EW) 0.1 $190k +10% 2.1k 90.46
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Carrier Global Corporation (CARR) 0.1 $189k 2.6k 73.35
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Te Connectivity Ord Shs (TEL) 0.1 $189k 938.00 201.61
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AFLAC Incorporated (AFL) 0.1 $188k 1.6k 117.25
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Keysight Technologies (KEYS) 0.1 $188k +2% 536.00 350.07
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L3harris Technologies (LHX) 0.1 $187k +5% 645.00 290.59
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Nokia Corp Sponsored Adr (NOK) 0.1 $187k +33% 14k 13.28
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Fifth Third Ban (FITB) 0.1 $186k +3% 3.3k 56.77
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Canadian Natural Resources (CNQ) 0.1 $185k 4.6k 39.96
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Hca Holdings (HCA) 0.1 $185k 474.00 389.89
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Dominion Resources (D) 0.1 $183k 2.7k 68.29
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Illinois Tool Works (ITW) 0.1 $183k 672.00 272.08
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Paccar (PCAR) 0.1 $183k 1.5k 120.12
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EOG Resources (EOG) 0.1 $182k 1.4k 129.73
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Corteva (CTVA) 0.1 $181k +22% 2.1k 84.69
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Tc Energy Corp (TRP) 0.1 $181k 2.7k 66.93
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Vistra Energy (VST) 0.1 $180k +5% 1.1k 158.63
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BP Sponsored Adr (BP) 0.1 $179k 4.9k 36.95
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Realty Income (O) 0.1 $179k +5% 2.9k 62.23
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American Intl Group Com New (AIG) 0.1 $174k +7% 2.3k 74.53
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W.W. Grainger (GWW) 0.1 $174k +3% 128.00 1360.40
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Argenx Se Sponsored Adr (ARGX) 0.1 $174k 187.00 927.77
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Blackstone Group Inc Com Cl A (BX) 0.1 $173k +14% 1.5k 117.67
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Rockwell Automation (ROK) 0.1 $171k +4% 346.00 495.08
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Allstate Corporation (ALL) 0.1 $169k +6% 708.00 238.94
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Keurig Dr Pepper (KDP) 0.1 $168k +103% 5.1k 32.96
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Kinross Gold Corp (KGC) 0.1 $168k 7.1k 23.62
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Wheaton Precious Metals Corp (WPM) 0.1 $167k 1.5k 112.32
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Entergy Corporation (ETR) 0.1 $166k +3% 1.4k 114.86
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Microchip Technology (MCHP) 0.1 $166k +4% 1.8k 91.20
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Past Filings by Cromwell Holdings

SEC 13F filings are viewable for Cromwell Holdings going back to 2024