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Portfolio (Quarterly) Guide ↗

Crescent Sterling, Ltd.

· CIK 0001962005
13F Portfolio $98M AUM 78 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 78 New
Page 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYG SPDR SERIES TRUST 6,303.0 $673K 0.69% NEW $106.70 +10.6%
42 TXN TEXAS INSTRS INC Technology 3,823.0 $663K 0.68% NEW $173.49 +74.3%
43 WDIV SPDR INDEX SHS FDS 7,672.0 $579K 0.59% NEW $75.45 +7.8%
44 ISHARES TR 12,726.0 $578K 0.59% NEW $45.45
45 XLK SELECT SECTOR SPDR TR 3,944.0 $568K 0.58% NEW $143.97 +23.0%
46 MRK MERCK & CO INC Healthcare 5,215.0 $549K 0.56% NEW $105.26 +8.6%
47 VLO VALERO ENERGY CORP Energy 3,260.0 $531K 0.54% NEW $162.79 +61.3%
48 ORCL ORACLE CORP Technology 2,707.0 $528K 0.54% NEW $194.94 -6.9%
49 VCSH VANGUARD SCOTTSDALE FDS 6,576.0 $524K 0.54% NEW $79.73 -1.1%
50 CSX CSX CORP Industrials 14,400.0 $522K 0.54% NEW $36.25 +27.1%
51 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,724.0 $506K 0.52% NEW $293.57 +5.0%
52 SPYV SPDR SERIES TRUST 8,698.0 $494K 0.51% NEW $56.81 +6.5%
53 GIS GENERAL MLS INC Consumer Defensive 10,138.0 $471K 0.48% NEW $46.50 -27.4%
54 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,478.0 $452K 0.46% NEW $100.89 -4.4%
55 RTX RTX CORPORATION Industrials 2,315.0 $425K 0.43% NEW $183.40 -4.9%
56 KO COCA COLA CO Consumer Defensive 6,045.0 $423K 0.43% NEW $69.91 +17.2%
57 LLY ELI LILLY & CO Healthcare 380.0 $408K 0.42% NEW $1074.68 -5.0%
58 GPC GENUINE PARTS CO Consumer Cyclical 2,981.0 $367K 0.38% NEW $122.98 -24.8%
59 SIGI SELECTIVE INS GROUP INC Financial Services 4,290.0 $359K 0.37% NEW $83.67 +5.6%
60 SLYV SPDR SERIES TRUST 3,920.0 $357K 0.37% NEW $90.97 +12.1%
Page 3 of 4  ·  78 positions

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 25.6%
Healthcare 17.5%
Financial Services 13.2%
Consumer Defensive 12.3%
Energy 10.1%
Industrials 8.9%
Consumer Cyclical 5.9%
Basic Materials 3.4%
Communication Services 1.9%
Utilities 0.9%