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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 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FNDF SCHWAB STRATEGIC TR 7,391.0 $362K 0.35% +837.0 +12.8% $48.93 +7.3%
62 RSPT INVESCO EXCHANGE TRADED FD T 7,817.0 $354K 0.34% +100.0 +1.3% $45.26 +27.1%
63 XAR SPDR SERIES TRUST 1,390.0 $353K 0.34% +101.0 +7.8% $253.98 +2.1%
64 LLY ELI LILLY & CO Healthcare 370.0 $340K 0.33% -10.0 -2.6% $919.77 +7.8%
65 XMMO INVESCO EXCHANGE TRADED FD T 2,326.0 $337K 0.33% +93.0 +4.2% $145.02 +9.6%
66 SLYG SPDR SERIES TRUST 3,486.0 $337K 0.33% +61.0 +1.8% $96.62 +8.9%
67 O REALTY INCOME CORP Real Estate 5,414.0 $331K 0.32% +830.0 +18.1% $61.18 +0.6%
68 CRWD CROWDSTRIKE HLDGS INC Technology 800.0 $312K 0.30% +345.0 +75.8% $390.41 +59.1%
69 SIGI SELECTIVE INS GROUP INC Financial Services 4,130.0 $311K 0.30% -160.0 -3.7% $75.39 +17.9%
70 GPC GENUINE PARTS CO Consumer Cyclical 2,917.0 $308K 0.30% -64.0 -2.1% $105.74 -13.7%
71 DD DUPONT DE NEMOURS INC Basic Materials 6,459.0 $296K 0.29% -35.0 -0.5% $45.80 +3.1%
72 CTVA CORTEVA INC Basic Materials 3,282.0 $275K 0.27% +100.0 +3.1% $83.71 -4.7%
73 UNP UNION PAC CORP Industrials 1,103.0 $268K 0.26% $242.62 +12.0%
74 SCHX SCHWAB STRATEGIC TR 10,360.0 $266K 0.26% +350.0 +3.5% $25.64 +12.5%
75 MPC MARATHON PETE CORP Energy 1,026.0 $251K 0.24% NEW $244.17 +5.5%
76 BA BOEING CO Industrials 1,244.0 $248K 0.24% NEW $199.03 +9.5%
77 QQQ INVESCO QQQ TR Financial Services 396.0 $229K 0.22% $577.18 +21.6%
78 OKE ONEOK INC NEW Energy 2,488.0 $225K 0.22% NEW $90.39 +3.9%
79 ARM ARM HOLDINGS PLC Technology 1,448.0 $219K 0.21% NEW $151.28 +41.7%
80 IVV ISHARES TR 324.0 $212K 0.20% NEW $653.95 +12.8%
Page 4 of 4  ·  80 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%