Jim Cramer’s Portfolio [June 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 June 2026. The summary is based on insights from Mad Money broadcasts and the CNBC Investing Club’s free newsletter.

1 Highlights of June 2026

In June 2026, it was confirmed that three stocks—Intel, FedEx Freight, and Honeywell Aerospace—were added to the portfolio.

The additions of FedEx Freight and Honeywell Aerospace resulted from spin-offs by their respective parent companies, FedEx and Honeywell. In addition, following the spin-off transactions, Honeywell changed its company name from Honeywell International to Honeywell Technologies.

2. List of Holdings in Jim Cramer’s Charitable Trust (as of the end of June 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
AlphabetGOOGL6/30/2026Mad MoneyCommunication Services/ Internet Content & Information
Arms HollsingsARM6/24/2026NewsletterTechnology/ Semiconductors
AmazonAMZN6/30/2026Mad MoneyConsumer Cyclical/
Internet Retail
AppleAAPL6/30/2026Mad Money & NewsletterTechnology/
Consumer Electronics
BoeingBA6/26/2026NewsletterIndustrials/ 
Aerospace & Defense
BroadcomAVGO6/29/2026NewsletterTechnology/
Semiconductors
Capital OneCOF6/30/2026NewsletterFinancial Services/ 
Credit Services
Cardinal HealthCAH4/30/2026NewsletterHealthcare/ Medical Distribution
CorningGLW6/30/2026Mad MoneyTechnology/ 
Electronic Components
CostcoCOST5/27/2026NewsletterConsumer Defensive/ Discount Stores
CrowdStrikeCRWD6/4/2026NewsletterTechnology/ 
Software – Infrastructure
DoverDOV5/7/2026NewsletterIndustrials/ 
Specialty Industrial Machinery
DuPontDD6/15/2026Mad MoneyBasic Materials/ 
Specialty Chemicals
EatonETN6/30/2026NewsletterIndustrials/
Specialty Industrial Machinery
Eli LillyLLY6/12/2026Mad MoneyHealthcare/
Drug Manufacturers – General
FedExFDX6/24/2026NewsletterIndustrials/ Integrated Freight & Logistics
FedEx FreightFDXF6/26/2026NewsletterIndustrials/ Integrated Freight & Logistics
GE VernovaGEV6/30/2026NewsletterIndustrials/ 
Specialty Industrial Machinery
Goldman SachsGS6/29/2026NewsletterFinancial Services/ 
Capital Markets
Home DepotHD6/23/2026Mad MoneyConsumer Cyclical/ 
Home Improvement Retail
Honeywell TechnologiesHON6/29/2026NewsletterIndustrials/
Conglomerates
Honeywell AerospaceHONA6/29/2026NewsletterIndustrials/ 
Aerospace & Defense
IntelINTC6/30/2026Mad MoneyTechnology/
Semiconductors
Johnson & JohnsonJNJ6/22/2026NewsletterHealthcare/ Drug Manufactures – General
LindeLIN6/24/2026NewsletterBasic Materials/ Specialty Chemicals
Meta PlatformsMETA6/30/2026Mad MoneyCommunication Services/ 
Internet Content & Information
MicrosoftMSFT6/30/2026Mad MoneyTechnology/
Software – Infrastructure
NikeNKE6/26/2026NewsletterConsumer Cyclical/
Footwear & Accessories
NvidiaNVDA6/30/2026NewsletterTechnology/
Semiconductors
Palo Alto NetworkPANW6/30/2026NewsletterTechnology/
Software – Infrastructure
Proctor & GamblePG5/11/2026Mad MoneyConsumer Defensive
Industry/ Household & Personal Products
Qnity ElectronicsQ6/18/2026Mad MoneyTechnology/ Semiconductor Equipment & Materials
SalesforceCRM6/8/2026NewsletterTechnology/ Software – Application
StarbucksSBUX6/10/2026NewsletterConsumer Cyclical/ 
Restaurants
TJX CompanyTJX6/12/2026NewsletterConsumer Cyclical/ Apparel Retail
Wells FargoWFC6/4/2026NewsletterFinancial 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 June 2026.

NameTickerDates confirmed by Mad Money (Note 1)Dates confirmed by the Newsletter (Note 2)Sector/ Industry (Note 3)Special Notes (Note 4)
AlphabetGOOGLE6/30/20266/2/2026, 6/24/2026Communication Services/ Internet Content & InformationFirst confirmed: 1/6/2026 (mentioned on Mad Money & Newsletter

Magnificent Seven
Arms HoldingsARM5/28/2026 (Verbal)6/1/2026, 6/2/2026, 6/11/2026, 6/23/2026, 6/24/2026Technology/ SemiconductorsFirst confirmed: 4/24/2026 Newsletter
AmazonAMXN
6/30/2026
6/3/2026, 6/4/2026, 6/8/2026, 6/16/2026Consumer Cyclical/
Internet Retail
Magnificent Seven
AppleAAPL6/30/20266/8/2026, 6/18/2026, 6/30/2026Technology/
Consumer Electronics
Magnificent Seven
BoeingBA6/16/2026 (Verbal)6/17/2026, 6/26/2026Industrials/ 
Aerospace & Defense
First confirmed: 9/12/2025 Newsletter
BroadcomAVGO6/9/2026 (Verbal)6/4/2026, 6/8/2026, 6/17/2026, 6/25/2026, 6/29/2026Technology/
Semiconductors
First confirmed: 8/24/2023 Mad Money
Capital OneCOF6/17/2026 (Verbal)6/4/2026, 6/15/2026, 6/30/2026Financial 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)
CorningGLW6/30/2026 (Verbal)6/2/2026, 6/8/2026, 6/11/2026, 6/22/2026Technology/ 
Electronic Components
First confirmed: 10/28/2025 Newsletter
CostcoCOST5/15/20265/27/2026Consumer Defensive/ Discount StoresFirst confirmed: 7/10/2025 Mad Money
CrowdStrikeCRWD6/2/20266/4/2026Technology/ 
Software – Infrastructure
First confirmed: 10/17/2024 Newsletter
DoverDOV2/4/20265/7/2026Industrials/ 
Specialty Industrial Machinery
First confirmed: 7/25/2024 Newsletter
DuPontDD5/8/20266/15/2026Basic Materials/ 
Specialty Chemicals
First confirmed: 8/29/2023 Newsletter
EatonETN5/5/2026 (Verbal)6/17/2026, 6/30/2026Industrials/
Specialty Industrial Machinery
First confirmed: 11/16/2023 Newsletter
Eli LillyLLY6/2/2026, 6/3/2026 (Verbal), 6/12/2026 (Verbal)6/8/2026Healthcare/
Drug Manufacturers – General
First confirmed: 10/8/2021
FedExFDX6/1/2026 (Verbal), 6/18/20266/3/2026, 6/12/2026, 6/17/2026, 6/24/2026Industrials/ Integrated Freight & LogisticsFirst confirmed: 5/27/2021
Newsletter
FedEx FreightFDXF6/18/2026 (Verbal)6/12/2026, 6/15/2026, 6/17/2026, 6/26/2026Industrials/ Integrated Freight & LogisticsFirst confirmed: 6/12/2021
Newsletter
GE VernovaGEV6/30/2026 (Verbal)6/22/2026, 6/30/2026Industrials/ 
Specialty Industrial Machinery
First confirmed: 5/20/2025 Mad Money
Goldman SachsGS5/6/2026 (Verbal)6/4/2026, 6/11/2026, 6/16/2026, 6/18/2026, 6/22/2026, 6/23/2026, 6/25/2026, 6/29/2026Financial Services/ 
Capital Markets
First confirmed: 1/6/2025 Newsletter
Home DepotHD6/8/2026 (Verbal)6/2/2026, 6/4/2026, 6/23/2026Consumer Cyclical/ 
Home Improvement Retail
First confirmed: 9/9/2024 Newsletter
Honeywell TechnologiesHON
6/4/2024
6/4/2026, 6/8/2026, 6/10/2026, 6/17/2026, 6/26/2026, 6/29/2026Industrials/
Conglomerates
Honeywell AerospaceHONA6/26/2026, 6/29/2029Industrials/
Aerospace & Defense
First confirmed: 6/26/2026 Newsletter
IntelINTC6/18/2026 (Verbal), 6/30/20266/11/2026, 6/17/2026, 6/25/2026Technology/ SemiconductorsFirst confirmed: 6/11/2023 Newsletter
Johnson & JohnsonJNJ 6/2/2026, 6/5/2026 (Verbal)6/8/2026, 6/22/2026Healthcare/ Drug Manufactures – GeneralFirst confirmed: 4/10/2026 Mad Money
LindeLIN6/10/20266/24/2026Basic Materials/ Specialty Chemicals
Meta PlatformsMETA6/30/20264/29/2026Communication Services/ 
Internet Content & Information
Magnificent Seven
MicrosoftMSFT
6/30/2026
6/1/2026, 6/4/2026, 6/18/2026Technology/
Software – Infrastructure
Magnificent Seven
NikeNKE6/5/2026 (Verbal), 6/18/2026 (Verbal)6/23/2026, 6/26/2026Consumer Cyclical/
Footwear & Accessories
First confirmed: 9/26/2025 Mad Money
NvidiaNVDA6/1/2026 (口頭), 6/3/20266/8/2026, 6/12/2026, 6/18/2026, 6/25/2026, 6/29/2026, 6/30/2026Technology/
Semiconductors
Magnificent Seven
Palo Alto NetworkPANW6/2/20266/3/2026Technology/
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 ElectronicsQ6/18/2026 (Verbal)5/12/2026Technology/ Semiconductor Equipment & MaterialsFirst confirmed: 2/28/2026 Newsletter
SalesforceCRM6/2/2026 (Verbal)6/1/2026, 6/5/2026, 6/8/2026Technology/ Software – Application
StarbucksSBUX10/24/20256/10/2026Consumer Cyclical/
Restaurants
First confirmed: 9/5/2022 Newsletter
TJX CompanyTJX6/8/2026 (Verbal), 6/10/20266/12/2026Consumer Cyclical/ Apparel RetailFirst confirmed: 8/26/2022 Newsletter
Wells FargoWFC4/14/2026 (Verbal)6/4/2026Financial Services/ Banks – Diversified

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