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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 1 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHD SCHWAB STRATEGIC TR 263,398.0 $7.2M 7.41% NEW $27.43 +17.0%
2 MSFT MICROSOFT CORP Technology 10,999.0 $5.3M 5.45% NEW $483.63 -13.7%
3 JPM JPMORGAN CHASE & CO. Financial Services 15,107.0 $4.9M 4.99% NEW $322.22 -8.2%
4 AAPL APPLE INC Technology 17,818.0 $4.8M 4.96% NEW $271.86 +10.0%
5 JNJ JOHNSON & JOHNSON Healthcare 21,910.0 $4.5M 4.65% NEW $206.95 +11.1%
6 CSCO CISCO SYS INC Technology 46,145.0 $3.6M 3.64% NEW $77.03 +49.8%
7 ABBV ABBVIE INC Healthcare 14,851.0 $3.4M 3.48% NEW $228.49 -6.4%
8 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 4,964.0 $3.0M 3.07% NEW $603.34 +8.1%
9 CVX CHEVRON CORP NEW Energy 19,434.0 $3.0M 3.04% NEW $152.41 +29.5%
10 AMGN AMGEN INC Healthcare 8,995.0 $2.9M 3.02% NEW $327.31 +1.1%
11 HD HOME DEPOT INC Consumer Cyclical 8,008.0 $2.8M 2.83% NEW $344.10 -12.1%
12 PG PROCTER AND GAMBLE CO Consumer Defensive 18,521.0 $2.7M 2.72% NEW $143.31 -1.4%
13 PEP PEPSICO INC Consumer Defensive 15,445.0 $2.2M 2.27% NEW $143.52 +4.8%
14 SCHG SCHWAB STRATEGIC TR 66,502.0 $2.2M 2.22% NEW $32.62 +3.9%
15 XOM EXXON MOBIL CORP Energy 16,231.0 $2.0M 2.00% NEW $120.34 +35.1%
16 APD AIR PRODS & CHEMS INC Basic Materials 7,614.0 $1.9M 1.93% NEW $247.02 +18.1%
17 WMT WALMART INC Consumer Defensive 15,726.0 $1.8M 1.80% NEW $111.41 +20.5%
18 COST COSTCO WHSL CORP NEW Consumer Defensive 1,919.0 $1.7M 1.70% NEW $862.34 +26.9%
19 PSX PHILLIPS 66 Energy 12,059.0 $1.6M 1.59% NEW $129.04 +41.3%
20 NVDA NVIDIA CORPORATION Technology 8,324.0 $1.6M 1.59% NEW $186.50 +18.3%
Page 1 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%