Cromwell Tran Focus Fund (LIMAX) is an MF managed by Independent / Boutique. Its largest position is GE Vernova Inc. (GEV), representing 6.71% of fund assets.
Cromwell Tran Focus Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LIMAX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 26, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
GE Vernova Inc.
|
6.71% | $1,483,930.00 | 1,700 |
|
-
DANAHER CORP /DE/
|
5.91% | $1,308,240.00 | 6,900 |
|
-
Ferguson Enterprises Inc. /DE/
|
5.77% | $1,277,098.50 | 5,475 |
|
-
MARTIN MARIETTA MATERIALS INC
|
5.32% | $1,177,948.68 | 2,001 |
|
-
Palo Alto Networks Inc
|
5.18% | $1,145,967.36 | 7,148 |
|
-
ATI INC
|
5.16% | $1,141,861.00 | 7,850 |
|
-
INTERNATIONAL FLAVORS & FRAGRANCES INC
|
4.51% | $998,433.10 | 13,762 |
|
-
Talen Energy Corp
|
4.47% | $989,613.00 | 3,100 |
|
-
ARM HOLDINGS PLC /UK
|
4.31% | $953,064.00 | 6,300 |
|
-
BWX Technologies, Inc.
|
4.10% | $907,322.13 | 4,437 |
|
-
ENTEGRIS INC
|
3.75% | $829,590.24 | 7,076 |
|
-
Phillips 66
|
3.71% | $819,810.00 | 4,500 |
|
-
TYLER TECHNOLOGIES INC
|
3.68% | $813,152.50 | 2,375 |
|
-
INTUIT INC.
|
3.19% | $706,076.54 | 1,633 |
|
-
Avantor, Inc.
|
3.05% | $675,808.00 | 86,200 |
|
-
DREYFUS TRSY OBLIG CASH M
|
2.99% | $662,131.40 | 662,131 |
|
-
WESCO INTERNATIONAL INC
|
2.97% | $656,688.00 | 2,400 |
|
-
SPS COMMERCE INC
|
2.77% | $612,370.00 | 11,000 |
|
-
Air Products & Chemicals, Inc.
|
2.59% | $573,717.75 | 1,975 |
|
-
LPL Financial Holdings Inc.
|
2.46% | $544,502.30 | 1,810 |
|
-
TENET HEALTHCARE CORP
|
2.28% | $503,855.70 | 2,670 |
|
-
Bloom Energy Corp
|
2.05% | $453,891.50 | 3,350 |
|
-
MARKEL GROUP INC.
|
2.03% | $449,806.45 | 235 |
|
-
Meta Platforms, Inc.
|
2.00% | $443,400.75 | 775 |
|
-
Texas Pacific Land Corp
|
1.88% | $415,240.00 | 875 |
|
-
Vertiv Holdings Co
|
1.80% | $398,923.36 | 1,592 |
|
-
Venture Global, Inc.
|
1.80% | $398,728.00 | 25,300 |
|
-
Elemental Royalty Corp
|
1.58% | $348,540.00 | 18,500 |
|
-
QXO, Inc.
|
1.23% | $271,880.00 | 14,000 |
|
-
SNOWLINE GOLD CORP
|
0.90% | $199,270.00 | 20,000 |
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