Cromwell Holdings LLC

All 13F Filings

Location
Jackson, WY
Most recent 13F
Q2 2026
Holdings value ($000)
222,779
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/13/2026 1,108 222,779 13F-HR Cromwell Holdings LLC
Q1 2026 4/30/2026 1,036 177,774 13F-HR Cromwell Holdings LLC
Q4 2025 1/20/2026 1,008 183,238 13F-HR Cromwell Holdings LLC
Q3 2025 10/24/2025 1,024 187,134 13F-HR Cromwell Holdings LLC
Q2 2025 7/21/2025 1,007 164,918 13F-HR Cromwell Holdings LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 213 K 95.6% 35.29 K 0 35.29 K
ETFs 9.745 K 4.4% 9.729 K 0 9.729 K
Other 75 0.0% 0 1 -1
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Fund Snapshot

Q2 2026
Latest filed
7/13/2026
Total value ($000)
222,779
Holdings
1108
QoQ value change ($000)
45,005 (25.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.