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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RSPT INVESCO EXCHANGE TRADED FD T 7,717.0 $351K 0.36% NEW $45.51 +25.9%
62 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,200.0 $334K 0.34% NEW $53.94 +8.1%
63 SPY SPDR S&P 500 ETF TR Financial Services 488.0 $333K 0.34% NEW $681.92 +7.6%
64 SLYG SPDR SERIES TRUST 3,425.0 $323K 0.33% NEW $94.19 +11.5%
65 XAR SPDR SERIES TRUST 1,289.0 $311K 0.32% NEW $241.24 +7.6%
66 XMMO INVESCO EXCHANGE TRADED FD T 2,233.0 $309K 0.32% NEW $138.46 +14.9%
67 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 6,262.0 $304K 0.31% NEW $48.58 +68.9%
68 FNDF SCHWAB STRATEGIC TR 6,554.0 $296K 0.30% NEW $45.21 +16.2%
69 SCHX SCHWAB STRATEGIC TR 10,010.0 $269K 0.28% NEW $26.91 +7.1%
70 DD DUPONT DE NEMOURS INC Basic Materials 6,494.0 $261K 0.27% NEW $40.20 +21.0%
71 O REALTY INCOME CORP Real Estate 4,584.0 $258K 0.27% NEW $56.37 +9.5%
72 UNP UNION PAC CORP Industrials 1,103.0 $255K 0.26% NEW $231.32 +18.9%
73 META META PLATFORMS INC Communication Services 371.0 $245K 0.25% NEW $660.20 -7.4%
74 QQQ INVESCO QQQ TR Financial Services 396.0 $243K 0.25% NEW $614.31 +14.2%
75 REGN REGENERON PHARMACEUTICALS Healthcare 279.0 $215K 0.22% NEW $771.87 -18.4%
76 CTVA CORTEVA INC Basic Materials 3,182.0 $213K 0.22% NEW $67.03 +21.0%
77 CRWD CROWDSTRIKE HLDGS INC Technology 455.0 $213K 0.22% NEW $468.76 +32.0%
78 QUIPT HOME MEDICAL CORP 10,000.0 $35K 0.04% NEW $3.53
Page 4 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%