Titelia

Holdings of Cromwell Greenspring Mid Cap Fund

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Net assets
120.4M $ including 117.4M $ in equities, 97.5 %
Positions
49 in 4 countries
Top ten
53.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1EMCOR Group Inc 15,42811.4M $9.46 %
2Republic Services Inc 44,6399.8M $8.12 %
3MYR Group Inc 28,3168M $6.64 %
4Johnson Controls International plc 58,6007.7M $6.37 %
5KBR Inc 167,6166.2M $5.13 %
6W R Berkley Corp 71,4154.7M $3.93 %
7Nextpower Inc 36,5204.4M $3.66 %
8Primo Brands Corp 219,1744.1M $3.43 %
9Flex Ltd 59,6093.9M $3.24 %
10EOG Resources Inc 25,2263.6M $3.03 %
11Primis Financial Corp. 209,5892.8M $2.31 %
12Qnity Electronics Inc 23,6312.7M $2.26 %
13nVent Electric PLC 20,0002.4M $1.96 %
14Cadre Holdings Inc 76,5712.3M $1.95 %
15US Foods Holding Corp 24,4862.3M $1.87 %
16Amdocs Ltd 33,8782.2M $1.84 %
17DuPont de Nemours Inc 47,2622.2M $1.80 %
18Minerals Technologies Inc 30,4382.2M $1.79 %
19Shore Bancshares Inc 109,1932M $1.69 %
20Alphabet Inc 7,1092M $1.69 %
21Ziff Davis Inc 46,7842M $1.63 %
22Zimmer Biomet Holdings Inc 20,7321.9M $1.56 %
23T-Mobile US Inc 8,8631.9M $1.55 %
24Emerson Electric Co. 14,1051.8M $1.53 %
25NextEra Energy Inc 17,7281.6M $1.37 %
26Advanced Drainage Systems Inc 11,9251.6M $1.36 %
27Akamai Technologies Inc 12,9311.5M $1.23 %
28Chubb Ltd 4,2321.4M $1.15 %
29WSFS Financial Corp 19,2421.3M $1.05 %
30American Homes 4 Rent 42,6951.2M $0.99 %
31Medtronic PLC 13,6151.2M $0.98 %
32Rush Enterprises Inc 17,8391.2M $0.98 %
33Rush Enterprises Inc 17,3281.1M $0.93 %
34Blackbaud Inc 25,142970.7K $0.81 %
35Levi Strauss & Co 51,240947.4K $0.79 %
36Wyndham Hotels & Resorts Inc 11,638945.4K $0.78 %
37Xylem Inc/NY 7,906944.8K $0.78 %
38Roper Technologies Inc 2,474875.4K $0.73 %
39Abbott Laboratories 8,155837.3K $0.70 %
40Cannae Holdings Inc 69,182786.6K $0.65 %
41Everpure Inc 13,289784.6K $0.65 %
42Amazon.com Inc 3,167659.6K $0.55 %
43United Parcel Service Inc 6,445634.1K $0.53 %
44Visa Inc 1,772535.6K $0.44 %
45OceanFirst Financial Corp 29,137525.6K $0.44 %
46Sherwin-Williams Co/The 1,629522.2K $0.43 %
47Phillips 66 2,813512.5K $0.43 %
48Shoals Technologies Group Inc 34,500227K $0.19 %
49STERIS PLC 598132.2K $0.11 %

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Sector breakdown

  • Industrials 28.2 %
  • Technology 5.6 %
  • Energy 3.5 %
  • Communication 3.3 %
  • Health care 3.3 %
  • Consumer staples 1.9 %
  • Financials 1.6 %
  • Utilities 1.4 %
  • Materials 1.1 %
  • Consumer discretionary 0.6 %
  • Unattributed 49.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 86.2 %
  • Ireland 8.6 %
  • Singapore 3.3 %
  • Guernsey 1.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States45101.2M $86.24 %
2Ireland210M $8.55 %
3Singapore13.9M $3.32 %
4Guernsey12.2M $1.88 %
Cite this page

Titelia. "Holdings of Cromwell Greenspring Mid Cap Fund". https://titelia.com/en/funds/S000080740