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

1 Highlights of July 2026

It has been confirmed that Nike and Arm Holdings were removed from the portfolio in July 2026.

Additionally, there was mention that the holdings of Corning and Procter & Gamble (P&G) were partially sold (trimmed).

2. List of Holdings in Jim Cramer’s Charitable Trust (as of the end of July 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
AlphabetGOOGL7/23/2026NewsletterCommunication Services/ Internet Content & Information
AmazonAMZN7/21/2026NewsletterConsumer Cyclical/
Internet Retail
AppleAAPL7/31/2026NewsletterTechnology/
Consumer Electronics
BoeingBA7/31/2026NewsletterIndustrials/ 
Aerospace & Defense
BroadcomAVGO7/27/2026NewsletterTechnology/
Semiconductors
Capital OneCOF7/28/2026NewsletterFinancial Services/ 
Credit Services
Cardinal HealthCAH7/2/2026NewsletterHealthcare/ Medical Distribution
CorningGLW7/28/2026Mad Money & NewsletterTechnology/ 
Electronic Components
CostcoCOST7/9/2026NewsletterConsumer Defensive/ Discount Stores
CrowdStrikeCRWD7/28/2026NewsletterTechnology/ 
Software – Infrastructure
DoverDOV7/23/2026NewsletterIndustrials/ 
Specialty Industrial Machinery
DuPontDD7/2/2026NewsletterBasic Materials/ 
Specialty Chemicals
EatonETN7/31/2026NewsletterIndustrials/
Specialty Industrial Machinery
Eli LillyLLY7/29/2026Mad MoneyHealthcare/
Drug Manufacturers – General
FedExFDX7/29/2026NewsletterIndustrials/ Integrated Freight & Logistics
FedEx FreightFDXF7/21/2026NewsletterIndustrials/ Integrated Freight & Logistics
GE VernovaGEV7/24/2026NewsletterIndustrials/ 
Specialty Industrial Machinery
Goldman SachsGS7/21/2026Mad MoneyFinancial Services/ 
Capital Markets
Home DepotHD7/30/2026Mad MoneyConsumer Cyclical/ 
Home Improvement Retail
Honeywell TechnologiesHON7/27/2026Mad MoneyIndustrials/
Conglomerates
Honeywell AerospaceHONA7/16/2026NewsletterIndustrials/ 
Aerospace & Defense
IntelINTC7/28/2026Mad Money & NewsletterTechnology/
Semiconductors
Johnson & JohnsonJNJ7/28/2026Mad Money & NewsletterHealthcare/ Drug Manufactures – General
LindeLIN7/30/2026NewsletterBasic Materials/ Specialty Chemicals
Meta PlatformsMETA7/15/2026Mad MoneyCommunication Services/ 
Internet Content & Information
MicrosoftMSFT7/31/2026NewsletterTechnology/
Software – Infrastructure
NvidiaNVDA7/28/2026Mad Money & NewsletterTechnology/
Semiconductors
Palo Alto NetworkPANW7/28/2026NewsletterTechnology/
Software – Infrastructure
Proctor & GamblePG7/28/2026NewsletterConsumer Defensive
Industry/ Household & Personal Products
Qnity ElectronicsQ7/2/2026NewsletterTechnology/ Semiconductor Equipment & Materials
SalesforceCRM7/28/2026Mad MoneyTechnology/ Software – Application
StarbucksSBUX7/30/2026NewsletterConsumer Cyclical/ 
Restaurants
TJX CompanyTJX7/29/2026Mad MoneyConsumer Cyclical/ Apparel Retail
Wells FargoWFC7/21/2026Mad MoneyFinancial 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)
AlphabetGOOGL7/7/20267/9/20267/15/20267/23/2026Communication Services/ Internet Content & InformationFirst confirmed: 1/6/2026 (mentioned on Mad Money & Newsletter

Magnificent Seven
AmazonAMXN
7/7/20267/9/20267/15/2026
7/21/2026Consumer Cyclical/
Internet Retail
Magnificent Seven
AppleAAPL7/7/20267/9/20267/15/2026, 7/20/2026 (Verbal), 7/21/2026 (Verbal)7/6/2026, 7/8/2026, 7/17/2026, 7/23/2026, 7/27/2026, 7/31/2026Technology/
Consumer Electronics
Magnificent Seven
BoeingBA7/7/2026 (Verbal), 7/16/2026 (Verbal), 7/20/20267/2/2026, 7/16/2026, 7/28/2026, 7/31/2026Industrials/ 
Aerospace & Defense
First confirmed: 9/12/2025 Newsletter
BroadcomAVGO6/9/2026 (Verbal)7/6/2026, 7/8/2026, 7/27/2026Technology/
Semiconductors
First confirmed: 8/24/2023 Mad Money
Capital OneCOF6/17/2026 (Verbal)7/13/2026, 7/22/2026, 7/24/2026, 7/28/2026Financial Services/ 
Credit Services
First confirmed: 3/18/2023 Newsletter
Cardinal HealthCAH7/1/2026 (Verbal)7/2/2026Healthcare/ Medical DistributionFirst confirmed: 4/23/2026 Mad Money; (According to 4/28/2026 Newsletter started holding since March 2026)
CorningGLW7/1/2026, 7/20/2026 (Verbal), 7/28/2026 (Verbal)7/6/2026, 7/28/2026Technology/ 
Electronic Components
First confirmed: 10/28/2025 Newsletter
CostcoCOST7/6/2026 (Verbal)7/9/2026Consumer Defensive/ Discount StoresFirst confirmed: 7/10/2025 Mad Money
CrowdStrikeCRWD7/1/2026 (Verbal), 7/27/2026 (Verbal)7/1/2026, 7/28/2026Technology/ 
Software – Infrastructure
First confirmed: 10/17/2024 Newsletter
DoverDOV2/4/20267/23/2026Industrials/ 
Specialty Industrial Machinery
First confirmed: 7/25/2024 Newsletter
DuPontDD5/8/20267/2/2026Basic Materials/ 
Specialty Chemicals
First confirmed: 8/29/2023 Newsletter
EatonETN5/5/2026 (Verbal)7/31/2026Industrials/
Specialty Industrial Machinery
First confirmed: 11/16/2023 Newsletter
Eli LillyLLY7/29/20267/6/2026, 7/7/2026, 7/9/2026, 7/16/2026, 7/20/2026Healthcare/
Drug Manufacturers – General
First confirmed: 10/8/2021
FedExFDX7/8/2026 (Verbal), 7/20/2026, 7/21/2026 (Verbal)7/28/2026, 7/29/2026Industrials/ Integrated Freight & LogisticsFirst confirmed: 5/27/2021
Newsletter
FedEx FreightFDXF7/8/2026 (Verbal), 7/20/2026, 7/21/2026 (Verbal)7/1/2026, 7/8/2026, 7/9/2026, 7/16/2026Industrials/ Integrated Freight & LogisticsFirst confirmed: 6/12/2021
Newsletter
GE VernovaGEV7/22/20267/22/2026, 7/24/2026Industrials/ 
Specialty Industrial Machinery
First confirmed: 5/20/2025 Mad Money
Goldman SachsGS7/6/2026 (Verbal), 7/14/20267/20/20267/21/20267/14/2026, 7/16/2026Financial Services/ 
Capital Markets
First confirmed: 1/6/2025 Newsletter
Home DepotHD7/30/2026 (Verbal)7/7/2026, 7/14/2026, 7/22/2026Consumer Cyclical/ 
Home Improvement Retail
First confirmed: 9/9/2024 Newsletter
Honeywell TechnologiesHON
7/20/2026, 7/27/2026 (Verbal)
7/13/2026, 7/23/2026Industrials/
Conglomerates
Honeywell AerospaceHONA7/7/2026 (Verbal), 7/16/2026 (Verbal), 7/7/2026 (Verbal)7/2/2026, 7/10/2026, 7/16/2026Industrials/
Aerospace & Defense
First confirmed: 6/26/2026 Newsletter
IntelINTC7/20/2026, 7/27/2026 (Verbal), 7/28/20267/10/2026, 7/13/2026, 7/14/2026, 7/16/2026, 7/21/2026, 7/24/2026, 7/28/2026Technology/ SemiconductorsFirst confirmed: 6/11/2023 Newsletter
Johnson & JohnsonJNJ7/6/20267/21/20267/28/20267/9/2026, 7/28/2026Healthcare/ Drug Manufactures – GeneralFirst confirmed: 4/10/2026 Mad Money
LindeLIN6/10/20267/31/2026Basic Materials/ Specialty Chemicals
Meta PlatformsMETA7/1/20267/7/20267/9/20267/13/20267/15/20264/29/2026Communication Services/ 
Internet Content & Information
Magnificent Seven
MicrosoftMSFT
7/9/20267/15/2026
7/21/2026, 7/31/2026Technology/
Software – Infrastructure
Magnificent Seven
NvidiaNVDA7/1/2026 (Verbal), 7/7/20267/9/20267/14/20267/20/2026, 7/21/2026 (Verbal), 7/22/20267/28/20267/2/2026, 7/7/2026, 7/24/2026, 7/27/2026, 7/28/2026Technology/
Semiconductors
Magnificent Seven
Palo Alto NetworkPANW7/1/2026 (Verbal)7/1/2026, 7/28/2026Technology/
Software – Infrastructure
First confirmed: 2/21/2023 Newsletter
Procter & GamblePG5/11/2026 (VerbAL)7/10/2026, 7/28/2026Consumer Defensive
Industry/ Household & Personal Products
First confirmed: 12/15/2025 Mad Money
Qnity ElectronicsQ6/18/2026 (Verbal)7/2/2026Technology/ Semiconductor Equipment & MaterialsFirst confirmed: 2/28/2026 Newsletter
SalesforceCRM7/7/20267/28/20267/21/2026Technology/ Software – Application
StarbucksSBUX7/6/20267/30/2026Consumer Cyclical/
Restaurants
First confirmed: 9/5/2022 Newsletter
TJX CompanyTJX7/6/20267/13/2026, 7/29/2026 (Verbal)6/12/2026Consumer Cyclical/ Apparel RetailFirst confirmed: 8/26/2022 Newsletter
Wells FargoWFC7/20/20267/21/20267/7/2026Financial Services/ Banks – Diversified

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

The following two tabs change content below.
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.

Comments

Copied title and URL