Cromwell Tran Focus Investor (LIMAX) - Mid-Cap Growth fund with $43.27 Million in assets. The fund allocates 52.33% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Amazon.com Inc at 5.74% of total assets. This is followed by Microsoft Corp (5.53%) and Danaher Corp (6.55%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Amazon.com Inc | 5.74% | - | - |
| Microsoft Corp | 5.53% | - | - |
| Danaher Corp | 6.55% | - | - |
| NVIDIA Corp | 6.83% | - | - |
| AerCap Holdings NV | 4.80% | - | - |
| Palo Alto Networks Inc | 5.36% | - | - |
| Entegris Inc | 4.63% | - | - |
| Taiwan Semiconductor Manufacturing Co Ltd | 4.59% | - | - |
| T-Mobile US Inc | 4.52% | - | - |
| Meta Platforms Inc | 3.78% | - | - |
| Talen Energy Corp | 8.31% | - | - |
| Intuit Inc | 4.40% | - | - |
| Ferguson Enterprises Inc | 5.50% | - | - |
| Veeva Systems Inc | 4.43% | - | - |
| Martin Marietta Materials Inc | 5.07% | - | - |
| Dreyfus Treasury Obligations Cash Management Fund | 4.93% | - | - |
| ATI Inc | 5.98% | - | - |
| GE Vernova Inc | 4.52% | - | - |
| GE Vernova Inc. COM | 6.71% | - | - |
| Danaher Corporation COM | 5.91% | - | - |
| Ferguson Enterprises Inc COMMON STOCK NEW | 5.77% | - | - |
| Martin Marietta Materials Inc COM | 5.32% | - | - |
| Palo Alto Networks Inc COM | 5.18% | - | - |
| ATI Inc COM | 5.16% | - | - |
| International Flavors Fragrances Inc. COM | 4.51% | - | - |
| Talen Energy Corporation COM | 4.47% | - | - |
| Arm Holdings PLC SPONSORED ADS | 4.31% | - | - |
| BWX Technologies Inc. COM | 4.10% | - | - |
| PALO ALTO NETWORKS INC COM | 10.29% | - | - |
| ARM HOLDINGS PLC SPONSORED ADS | 8.39% | - | - |
| ATI INC COM | 6.53% | - | - |
| GE VERNOVA INC COM | 6.45% | - | - |
| DANAHER CORP COM | 5.55% | - | - |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 5.49% | - | - |
| TALEN ENERGY CORP COM | 5.03% | - | - |
| INTERNATIONAL FLAVORS FRAGRANCES INC COM | 4.60% | - | - |
| MARTIN MARIETTA MATERIALS INC COM | 4.38% | - | - |
| BLOOM ENERGY CORP COM CL A | 4.28% | - | - |