Jim Cramer’s Portfolio [May 2026] Latest Holdings

Stocks
2026.07.31

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 May 2026. The summary is based on insights from Mad Money broadcasts and the CNBC Investing Club’s free newsletter.

1　Highlights of May 2026

In May 2026, it was confirmed that shares of Solstice had already been sold in January and shares of Texas Roadhouse had already been sold in February. In addition, it was announced that the Cisco position had also been sold. On the other hand, FedEx was promoted from the Bullpen list and added to the portfolio on May 18.

According to the Investment Club Newsletter dated May 28, the portfolio consisted of 33 holdings as of that date. Therefore, the following stocks are believed to have been held at that time.

2.　List of Holdings in Jim Cramer’s Charitable Trust (as of the end of May 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
AlphabetGOOGL5/21/2026NewsletterCommunication Services/ Internet Content & Information
Arms HollsingsARM5/29/2026NewsletterTechnology/ Semiconductors
AmazonAMZN5/21/2026NewsletterConsumer Cyclical/
Internet Retail
AppleAAPL5/19/2026Mad MoneyTechnology/
Consumer Electronics
BoeingBA5/28/2026NewsletterIndustrials/　
Aerospace & Defense
BroadcomAVGO5/29/2026Mad MoneyTechnology/
Semiconductors
Capital OneCOF5/12/2026NewsletterFinancial Services/　
Credit Services
Cardinal HealthCAH4/30/2026Mad MoneyHealthcare/ Medical Distribution
CorningGLW5/27/2026Mad Money & NewsletterTechnology/　
Electronic Components
CostcoCOST5/27/2026NewsletterConsumer Defensive/　Discount Stores
CrowdStrikeCRWD5/29/2026Mad Money & NewsletterTechnology/　
Software – Infrastructure
DoverDOV5/7/2026NewsletterIndustrials/　
Specialty Industrial Machinery
DuPontDD5/8/2026Mad MoneyBasic Materials/　
Specialty Chemicals
EatonETN5/28/2026NewsletterIndustrials/
Specialty Industrial Machinery
Eli LillyLLY5/6/2026NewsletterHealthcare/
Drug Manufacturers – General
FedExFDX5/27/2026NewsletterIndustrials/ Integrated Freight & Logistics
GE VernovaGEV5/28/2026NewsletterIndustrials/　
Specialty Industrial Machinery
Goldman SachsGS5/21/2026NewsletterFinancial Services/　
Capital Markets
Home DepotHD5/27/2026Mad MoneyConsumer Cyclical/　
Home Improvement Retail
HoneywellHON5/21/2026NewsletterIndustrials/
Conglomerates
Johnson & JohnsonJNJ5/13/2026NewsletterHealthcare/ Drug Manufactures – General
LindeLIN5/19/2026NewsletterBasic Materials/　Specialty Chemicals
Meta PlatformsMETA5/19/2026NewsletterCommunication Services/　
Internet Content & Information
MicrosoftMSFT5/27/2026Mad MoneyTechnology/
Software – Infrastructure
NikeNKE5/13/2026NewsletterConsumer Cyclical/
Footwear & Accessories
NvidiaNVDA5/21/2026NewsletterTechnology/
Semiconductors
Palo Alto NetworkPANW5/29/2026Mad Money & NewsletterTechnology/
Software – Infrastructure
Proctor & GamblePG5/11/2026Mad MoneyConsumer Defensive
Industry/ Household & Personal Products
Qnity ElectronicsQ5/18/2026Mad MoneyTechnology/ Semiconductor Equipment & Materials
SalesforceCRM5/29/2026NewsletterTechnology/　Software – Application
StarbucksSBUX4/13/2026NewsletterConsumer Cyclical/　
Restaurants
TJX CompanyTJX5/27/2026Mad MoneyConsumer Cyclical/　Apparel Retail
Wells FargoWFC5/8/2026NewsletterFinancial 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 May 2026.

NameTickerDates confirmed by Mad Money (Note 1）Dates confirmed by the Newsletter (Note 2）Sector/ Industry (Note 3）Special Notes (Note 4）
AlphabetGOOGLE5/19/2026 (Verbal)5/6/2026, 5/19/2026, 5/20/2026, 5/21/2026Communication Services/ Internet Content & InformationFirst confirmed: 1/6/2026 (mentioned on Mad Money & Newsletter

Magnificent Seven
Arms HoldingsARM5/1/2026 (Verbal), 5/20/2026, 5/28/2026 (Verbal),5/7/2026, 5/18/2026, 5/21/2026, 5/29/2026Technology/ SemiconductorsFirst confirmed: 4/24/2026 Newsletter
AmazonAMXN5/4/2026, 5/19/2026 (Verbal)5/5/2026, 5/21/2026Consumer Cyclical/
Internet Retail		Magnificent Seven
AppleAAPL5/19/2026 (Verbal)5/11/2026Technology/
Consumer Electronics		Magnificent Seven
BoeingBA4/17/20265/6/2026, 5/12/2026, 5/28/2026Industrials/　
Aerospace & Defense		First confirmed: 9/12/2025 Newsletter
BroadcomAVGO5/11/2026 (Verbal), 5/20/2026, 5/26/2026 (Verbal), 5/29/20265/14/2026, 5/19/2026Technology/
Semiconductors		First confirmed: 8/24/2023 Mad Money
Capital OneCOF4/29/2026 (Verbal)5/12/2026Financial Services/　
Credit Services		First confirmed: 3/18/2023 Newsletter
Cardinal HealthCAH4/23/20264/30/2026Healthcare/ Medical DistributionFirst confirmed: 4/23/2026 Mad Money; (According to 4/28/2026 Newsletter started holding since March 2026)
CorningGLW5/7/2026 (Verbal), 5/18/2026 (Verbal), 5/27/2026)5/6/2026, 5/7/2026, 5/11/2026, 5/13/2026, 5/19/2026Technology/　
Electronic Components		First confirmed: 10/28/2025 Newsletter
CostcoCOST5/15/20265/22/2026, 5/26/2026, 5/27/2026Consumer Defensive/　Discount StoresFirst confirmed: 7/10/2025 Mad Money
CrowdStrikeCRWD5/7/2026 (Verbal), 5/11/2026 (Verbal), 5/29/2026 (Verbal),5/7/2026, 5/18/2026, 5/19/2026, 5/27/2026, 5/29/2026Technology/　
Software – Infrastructure		First confirmed: 10/17/2024 Newsletter
DoverDOV2/4/20265/7/2026Industrials/　
Specialty Industrial Machinery		First confirmed: 7/25/2024 Newsletter
DuPontDD5/8/20265/5/2026Basic Materials/　
Specialty Chemicals		First confirmed: 8/29/2023 Newsletter
EatonETN5/1/2026, 5/5/2026 (Verbal)5/5/2026, 5/28/2026Industrials/
Specialty Industrial Machinery		First confirmed: 11/16/2023 Newsletter
Eli LillyLLY4/1/2026 (Verbal)5/6/2026Healthcare/
Drug Manufacturers – General		First confirmed: 10/8/2021
FedExFDX–5/18/2026, 5/27/2026Industrials/ Integrated Freight & LogisticsFirst confirmed: 5/27/2021
Newsletter
GE VernovaGEV4/17/20265/28/2026Industrials/　
Specialty Industrial Machinery		First confirmed: 5/20/2025 Mad Money
Goldman SachsGS5/6/2026 (Verbal) 5/8/2026, 5/21/2026Financial Services/　
Capital Markets		First confirmed: 1/6/2025 Newsletter
Home DepotHD5/12/2026, 5/15/2026, 5/27/2026 (Verbal)5/5/2026, 5/14/2026, 5/18/2026, 5/19/2026, 5/20/2026Consumer Cyclical/　
Home Improvement Retail		First confirmed: 9/9/2024 Newsletter
HoneywellHON2/4/20265/14/2026, 5/21/2026Industrials/
Conglomerates
Johnson & JohnsonJNJ 4/23/20265/13/2026Healthcare/ Drug Manufactures – GeneralFirst confirmed: 4/10/2026 Mad Money
LindeLIN12/15/2025　(Verbal)5/19/2026Basic Materials/　Specialty Chemicals
Meta PlatformsMETA5/19/2026 (Verbal)4/29/2026Communication Services/　
Internet Content & Information		Magnificent Seven
MicrosoftMSFT5/19/2026 (Verbal), 5/26/2026 (Verbal), 5/27/2026 (Verbal)5/11/2026Technology/
Software – Infrastructure		Magnificent Seven
NikeNKE4/20/2026 (Verbal)5/8/2026, 5/13/2026Consumer Cyclical/
Footwear & Accessories		First confirmed: 9/26/2025 Mad Money
NvidiaNVDA5/15/2026, 5/18/2026, 5/20/20265/6/2026, 5/7/2026 5/11/2026, 5/12/2026, 5/13/2026, 5/14/2026, 5/15/2026, 5/18/2026, 5/20/2026, 5/21/2026Technology/
Semiconductors		Magnificent Seven
Palo Alto NetworkPANW5/7/2026 (Verbal), 5/11/2026 (Verbal), 5/29/20265/7/2026, 5/18/2026, 5/27/2026, 5/29/2026Technology/
Software – Infrastructure		First confirmed: 2/21/2023 Newsletter
Procter & GamblePG5/11/2026 (VerbAL)4/23/2026Consumer Defensive
Industry/ Household & Personal Products		First confirmed: 12/15/2025 Mad Money
Qnity ElectronicsQ5/8/2026, 5/18/2026 (Verbal)5/12/2026Technology/ Semiconductor Equipment & MaterialsFirst confirmed: 2/28/2026 Newsletter
SalesforceCRM5/18/2026, 5/20/2026, 5/27/2026 (Verbal)5/5/2026, 5/18/2026, 5/26/2026, 5/27/2026, 5/29/2026Technology/　Software – Application
StarbucksSBUX10/24/20254/13/2026Consumer Cyclical/
Restaurants		First confirmed: 9/5/2022 Newsletter
TJX CompanyTJX5/11/2026 (Verbal), 5/27/2026 (Verbal)5/18/2026, 5/20/2026, 5/21/2026, 5/22/2026Consumer Cyclical/　Apparel RetailFirst confirmed: 8/26/2022 Newsletter
Wells FargoWFC4/14/2026 (Verbal)5/8/2026Financial Services/　Banks – Diversified

(Note 1) The dates listed indicate when the holdings in the Charitable Trust were confirmed in May 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.

Jim Cramer's Portfolio Trading Record | Newly Added Stocks & Sold Stocks
This page lists detailed record of Jim Cramer’s Investing Club stocks, based on Mad Money episodes and the free Investing Club Newsletter, including the stocks that Jim Cramer has sold in the past and the stocks that he has added to his portfolio.
junkurema.com
2025.12.15

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.

How I Research Jim Cramer’s Charitable Trust Portfolio | Monthly Holdings & Analysis
Discover how I track Jim Cramer’s Charitable Trust portfolio using publicly available sources, including Mad Money episodes and the free CNBC Investing Club newsletter. Learn about my methodology, date-of-confirmation rules, and how to read monthly portfolio reports.
junkurema.com
2026.01.11

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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Jun Kurema (暮眞★潤)

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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