LIMAX holdings — Cromwell Tran Focus Fund
Cromwell Tran Focus Fund (LIMAX) held 26 positions with net assets of $23.7M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 61.0% of the fund, led by PANW, ARM, ATI.
LIMAX top holdings
- PANW PALO ALTO NETWORKS INC — 10.29% ($2.44M)
- ARM ARM HOLDINGS PLC — 8.39% ($1.99M)
- ATI ATI INC — 6.53% ($1.55M)
- GEV GE VERNOVA INC — 6.45% ($1.53M)
- DHR DANAHER CORP — 5.55% ($1.31M)
- FERG FERGUSON ENTERPRISES INC — 5.49% ($1.30M)
- TLN TALEN ENERGY CORP — 5.03% ($1.19M)
- IFF INTERNATIONAL FLAVORS & FRAGRANCES INC — 4.60% ($1.09M)
- MLM MARTIN MARIETTA MATERIALS INC — 4.38% ($1.04M)
- BE BLOOM ENERGY CORP — 4.28% ($1.01M)
- BWXT BWX TECHNOLOGIES INC — 3.65% ($864K)
- WCC WESCO INTERNATIONAL INC — 3.50% ($829K)
- TYL TYLER TECHNOLOGIES INC — 3.43% ($812K)
- PSX PHILLIPS 66 — 3.21% ($761K)
- LPLA LPL FINANCIAL HOLDINGS INC — 3.00% ($711K)
- TPL TEXAS PACIFIC LAND CORP — 2.68% ($635K)
- ALC ALCON AG — 2.58% ($611K)
- CF CF INDUSTRIES HOLDINGS INC — 2.51% ($595K)
- APD AIR PRODUCTS AND CHEMICALS INC — 2.45% ($579K)
- CROX CROCS INC — 2.29% ($543K)
- VRT VERTIV HOLDINGS COMPANY — 2.25% ($533K)
- THC TENET HEALTHCARE CORP — 2.11% ($500K)
- DTRXX DREYFUS TREASURY OBLIGATIONS CASH MANAGEMENT — 1.91% ($453K)
- ELE ELEMENTAL ROYALTY CORP — 1.62% ($384K)
- QXO QXO INC — 1.02% ($242K)
What are LIMAX's top 10 holdings?
PANW (10.3%), ARM (8.4%), ATI (6.5%), GEV (6.5%), DHR (5.6%), FERG (5.5%), TLN (5.0%), IFF (4.6%), MLM (4.4%), BE (4.3%).
How many stocks are in LIMAX?
Cromwell Tran Focus Fund reported 26 holdings as of June 30, 2026.
Share classes: LIMAX, LIMIX