Jim Cramer’s Portfolio [February 2026] Latest Holdings

Stocks

This page provides an overview of the latest holdings in the Charitable Trust portfolio managed by Jim Cramer of the CNBC Investing Club, as of the end of February 2026. The summary is based on insights from Mad Money broadcasts and the CNBC Investing Club’s free newsletter.

1 Highlights of February 2026

In February 2026, it was formally confirmed that the charitable trust had existed Disney in November 2025. It was also learned in February 2026 that Qnity Electronics was added to the portfolio as a spin-off from DuPont.

2. List of Holdings in Jim Cramer’s Charitable Trust (as of the end of February 2026)

2.1 Summarized Version (Last Confirmation Date)

The table below only lists the dates on which holdings were last confirmed through Mad Money or the newsletter.

NameTickerLast Date When the holding is confirmedSource of informationSector/Industry
AlphabetGOOGL2/23/2026NewsletterCommunication Services/ Internet Content & Information
AmazonAMZN2/26/2026Mad Money & NewsletterConsumer Cyclical/
Internet Retail
AppleAAPL2/17/2026NewsletterTechnology/
Consumer Electronics
BlackRockBLK1/16/2026NewsletterFinancial Services/
Asset Management
BoeingBA2/20/2026Mad Money & NewsletterIndustrials/ 
Aerospace & Defense
Bristol-Myers SquibbBMY2/20/2025NewsletterHealthcare/ 
Drug Manufacturers – Genera
BroadcomAVGO2/27/2026NewsletterTechnology/
Semiconductors
Capital OneCOF1/26/2026NewsletterFinancial Services/ 
Credit Services
Cisco SystemsCSCO2/13/2026NewsletterTechnology/
Communication Equipment
CorningGLW1/28/2026NewsletterTechnology/ 
Electronic Components
CostcoCOST2/27/2026NewsletterConsumer Defensive/ Discount Stores
CrowdStrikeCRWD2/27/2026NewsletterTechnology/ 
Software – Infrastructure
DanaherDHR1/28/2026NewsletterHealthcare/
Diagnostics & Research
DoverDOV2/4/2026Mad MoneyIndustrials/ 
Specialty Industrial Machinery
DuPontDD1/21/2026NewsletterBasic Materials/ 
Specialty Chemicals
EatonETN2/3/2025NewsletterIndustrials/
Specialty Industrial Machinery
Eli LillyLLY2/23/2026NewsletterHealthcare/
Drug Manufacturers – General
GE VernovaGEV2/25/2025NewsletterIndustrials/ 
Specialty Industrial Machinery
Goldman SachsGS1/16/2026NewsletterFinancial Services/ 
Capital Markets
Home DepotHD2/26/2026NewsletterConsumer Cyclical/ 
Home Improvement Retail
HoneywellHON2/27/2025NewsletterIndustrials/
Conglomerates
LindeLIN2/6/2026NewsletterBasic Materials/ Specialty Chemicals
Meta PlatformsMETA2/24/2026NewsletterCommunication Services/ 
Internet Content & Information
MicrosoftMSFT1/26/2026NewsletterTechnology/
Software – Infrastructure
NikeNKE2/27/2026NewsletterConsumer Cyclical/
Footwear & Accessories
NvidiaNVDA2/27/2026NewsletterTechnology/
Semiconductors
Palo Alto NetworkPANW2/18/2026Mad MoneyTechnology/
Software – Infrastructure
Proctor & GamblePG2/24/2026NewsletterConsumer Defensive
Industry/ Household & Personal Products
Qnity ElectronicsQ2/28/2026NewsletterTechnology/ Semiconductor Equipment & Materials
SalesforceCRM2/26/2026NewsletterTechnology/ Software – Application
SolsticeSOLS11/19/2025NewsletterBasic Materials/
Specialty Chemicals
StarbucksSBUX2/10/2026NewsletterConsumer Cyclical/ 
Restaurants
Texas RoadhouseTXRH2/10/2026NewsletterConsumer Cyclical/ Restaurants
TJX CompanyTJX2/26/2026NewsletterConsumer Cyclical/ Apparel Retail
Wells FargoWFC1/14/2026Mad Money & NewsletterFinancial Services/ Banks – Diversified

2.2 Detailed version (List of Confirmation Dates)

The table below shows each holding’s most recent confirmation date, as well as all confirmation dates in February 2026.

NameTickerDates confirmed by Mad Money (Note 1)Dates confirmed by the Newsletter (Note 2)Sector/ Industry (Note 3)Special Notes (Note 4)
AlphabetGOOGLE2/6/2026 (Verbal)2/2/2026, 2/3/2026, 2/23/2026Communication Services/ Internet Content & InformationFirst confirmed: 1/6/2026 (mentioned on Mad Money & Newsletter

Magnificent Seven
AmazonAMZN2/6/2026 (Verbal)2/6/2026, 2/18/2026, 2/26/2026Consumer Cyclical/
Internet Retail
Magnificent Seven
AppleAAPL2/6/2026 (Verbal)2/10/2026, 2/17/2026Technology/
Consumer Electronics
Magnificent Seven
BlackRockBLK10/10/20251/16/2026Financial Services/
Asset Management
First confirmed: 11/11/2024 Newsletter
BoeingBA1/27/2026 (Verbal)2/5/2026, 2/19/2026, 2/20/2026Industrials/ 
Aerospace & Defense
First confirmed: 9/12/2025 Newsletter
Bristol-Myers SquibbBMY11/10/20252/20/2026Healthcare/ 
Drug Manufacturers – General
First confirmed: 12/16/2024 Newsletter
BroadcomAVGO2/4/2026, 2/27/20262/10/2026Technology/
Semiconductors
First confirmed: 8/24/2023 Mad Money
Capital OneCOF1/23/2026 (Verbal)1/26/2026Financial Services/ 
Credit Services
First confirmed: 3/18/2023 Newsletter
Cisco SystemsCSCO2/12/2026, 2/13/2026Technology/
Communication Equipment
First confirmed: 7/28/2025 Newsletter
CorningGLW1/28/2026Technology/ 
Electronic Components
First confirmed: 10/28/2025 Newsletter
CostcoCOST2/24/2026, 2/27/20262/20/2026, 2/27/2026Consumer Defensive/ Discount StoresFirst confirmed: 7/10/2025 Mad Money
CrowdStrikeCRWD2/3/2026, 2/23/2026, 2/27/20262/4/2026, 2/13/2026, 2/20/2026, 2/24/2026, 2/25/2026, 2/27/2026Technology/ 
Software – Infrastructure
First confirmed: 10/17/2024 Newsletter
DanaherDHR12/1/2025 (Verbal)1/28/2026Healthcare/
Diagnostics & Research
First confirmed: 1/3/2022
DoverDOV2/4/20262/2/2026Industrials/ 
Specialty Industrial Machinery
First confirmed: 7/25/2024 Newsletter
DuPontDD8/6/2024 1/21/2026Basic Materials/ 
Specialty Chemicals
First confirmed: 8/29/2023 Newsletter
EatonETN9/3/20252/3/2026Industrials/
Specialty Industrial Machinery
First confirmed: 11/16/2023 Newsletter
Eli LillyLLY1/6/2026 (口頭)2/5/2026, 2/6/2026, 2/20/2026, 2/23/2026Healthcare/
Drug Manufacturers – General
First confirmed: 10/8/2021
GE VernovaGEV2/24/20262/3/2026, 2/4/2026, 2/25/2026Industrials/ 
Specialty Industrial Machinery
First confirmed: 5/20/2025 Mad Money
Goldman SachsGS1/15/20261/16/2026Financial Services/ 
Capital Markets
First confirmed: 1/6/2025 Newsletter
Home DepotHD1/13/202062/12/2026, 2/25/2026, 2/26/2026Consumer Cyclical/ 
Home Improvement Retail
First confirmed: 9/9/2024 Newsletter
HoneywellHON2/4/20262/27/2026Industrials/
Conglomerates
LindeLIN12/15/2025 (Verbal)2/6/2026Basic Materials/ Specialty Chemicals
Meta PlatformsMETA1/6/2026 (Verbal)2/12/2026, 2/18/2026, 2/24/2026Communication Services/ 
Internet Content & Information
Magnificent Seven
MicrosoftMSFT1/6/2026 (Verbal)1/26/2026Technology/
Software – Infrastructure
Magnificent Seven
NikeNKE2/27/2026 (口頭)2/11/2026Consumer Cyclical/
Footwear & Accessories
First confirmed: 9/26/2025 Mad Money
NvidiaNVDA1/15/20262/4/2026, 2/10/2026, 2/18/2026, 2/23/2026, 2/27/2026Technology/
Semiconductors
Magnificent Seven
Palo Alto NetworkPANW12/18/20251/5/2026, 1/13/2026, 1/14/2026Technology/
Software – Infrastructure
First confirmed: 2/21/2023 Newsletter
Procter & GamblePG2/24/202612/17/2025Consumer Defensive
Industry/ Household & Personal Products
First confirmed: 12/15/2025 Mad Money
Qnity ElectronicsQ2/28/2026Technology/ Semiconductor Equipment & MaterialsFirst confirmed: 2/28/2026 Newsletter
SalesforceCRM2/2/2026 (Verbal), 2/3/2026, 2/23/20262/3/2026, 2/4/2026, 2/6/2026, 2/18/2026, 2/23/2026, 2/24/2026, 2/26/2026Technology/ Software – Application
SolsticeSOLS11/19/2025Basic Materials/
Specialty Chemicals
First confirmed: 11/19/2025 Newsletter
StarbucksSBUX10/24/20252/13/2026Consumer Cyclical/
Restaurants
First confirmed: 9/5/2022 Newsletter
Texas RoadhouseTXRH12/18/20252/10/2026Consumer Cyclical/ RestaurantsFirst confirmed: 2/20/2025 Newsletter
TJX CompanyTJX2/24/20262/25/2026, 2/26/2026Consumer Cyclical/ Apparel RetailFirst confirmed: 8/26/2022 Newsletter
Wells FargoWFC1/14/20261/14/2026Financial Services/ Banks – Diversified

(Note 1) The dates listed indicate when the holdings in the Charitable Trust were confirmed in January 2026, or the last date they were confirmed, based on Mad Money broadcasts and CNBC articles. If confirmation was based solely on statements made during a broadcast, it is indicated as “(verbal).”

(Note 2) The dates listed indicate when the holdings were confirmed, or last confirmed, based on the CNBC Investing Club free newsletter.

(Note 3) Sector and industry classifications for each stock follow Yahoo Finance’s classifications.

3. Newly Added Stocks & Sold Stocks

Newly added and sold stocks in Jim Cramer’s Charitable Trust portfolio are summarized chronologically in the article below. Please also review the movements of these additions and sales.

4. Notes and Remarks

The above tables were created based on information from CNBC’s Mad Money website and the free newsletter issued by CNBC Investing Club with Jim Cramer. Detailed information on sources and how to read the holdings report is summarized in the article below. Please refer to it if you are interested.

Disclaimer:
This article is for informational purposes only and does not constitute a recommendation to buy or sell any specific securities. All investment decisions should be made at your own risk.

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アメリカ(ニューヨーク)に住み始めて19年目です。株式投資、インターネット活動を通して自宅で安定収入を得ることを目指しています。 ▶ 詳しいプロフィールはこちらから。 ********************** I am a Japanese, residing in the US. I am trying to find a way to earn stable income at home through investments in stocks or other products as well as some sort of internet business. ▶ More detailed profile can be viewed from here.

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