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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
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 370.0 $340K 0.33% -10.0 -2.6% $919.77 +9.5%
22 SIGI SELECTIVE INS GROUP INC Financial Services 4,130.0 $311K 0.30% -160.0 -3.7% $75.39 +17.8%
23 GPC GENUINE PARTS CO Consumer Cyclical 2,917.0 $308K 0.30% -64.0 -2.1% $105.74 -10.3%
24 DD DUPONT DE NEMOURS INC Basic Materials 6,459.0 $296K 0.29% -35.0 -0.5% $45.80 +4.1%
Page 2 of 2  ·  24 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 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%