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Portfolio (Quarterly) Guide ↗

Crescent Sterling, Ltd.

· CIK 0001962005
13F Portfolio $103M AUM 80 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 40 Added 24 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MPC MARATHON PETE CORP Energy 1,026.0 $251K 0.24% NEW $244.17 +6.3%
2 BA BOEING CO Industrials 1,244.0 $248K 0.24% NEW $199.03 +8.0%
3 OKE ONEOK INC NEW Energy 2,488.0 $225K 0.22% NEW $90.39 +3.7%
4 ARM ARM HOLDINGS PLC Technology 1,448.0 $219K 0.21% NEW $151.28 +47.5%
5 IVV ISHARES TR 324.0 $212K 0.20% NEW $653.95 +12.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.3%
Healthcare 17.3%
Energy 13.6%
Consumer Defensive 12.4%
Financial Services 12.3%
Industrials 8.8%
Consumer Cyclical 5.5%
Basic Materials 4.1%
Communication Services 2.4%
Utilities 1.0%