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Home > Institutional Investor > Cromwell Holdings Llc > Profile

Instuitional Investor - Cromwell Holdings Llc

Fund Profile
Filing Period:
Fund Name: Cromwell Holdings Llc
Portfolio Value $173,317,201
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 40,934 $10,250,692 5.91%
2.
Nvidia Corp
 NVDA 68,518 $9,201,282 5.3%
3.
Ishares Trust Msci Acwi Etf
 72,760 $8,549,300 4.93%
4.
Microsoft Corp
 MSFT 19,482 $8,211,663 4.73%
5.
Amazon Com Inc
 AMZN 25,512 $5,597,078 3.22%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)