Institutions / Crescent Sterling, Ltd.
Crescent Sterling, Ltd.
CIK 1962005 · Institution · as of Dec 31, 2025
Portfolio value
$97.55M
Positions
78
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 78 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $7.23M | 7.4% |
| Microsoft Corp | $5.32M | 5.5% |
| JPMorgan Chase & Co | $4.87M | 5.0% |
| Apple Inc. | $4.84M | 5.0% |
| Johnson & Johnson | $4.53M | 4.6% |
| Cisco Systems, Inc. | $3.55M | 3.6% |
| AbbVie Inc. | $3.39M | 3.5% |
| SPDR S&P Midcap 400 ETF Tr | $2.99M | 3.1% |
| Chevron Corp | $2.96M | 3.0% |
| Amgen Inc | $2.94M | 3.0% |
| Home Depot, Inc. | $2.76M | 2.8% |
| PROCTER & GAMBLE Co | $2.65M | 2.7% |
| Pepsico Inc | $2.22M | 2.3% |
| Schwab Strategic Tr | $2.17M | 2.2% |
| Exxon Mobil Corp | $1.95M | 2.0% |
| Air Products & Chemicals, Inc. | $1.88M | 1.9% |
| Walmart Inc. | $1.75M | 1.8% |
| Costco Wholesale Corp /New | $1.65M | 1.7% |
| Phillips 66 | $1.56M | 1.6% |
| NVIDIA Corp | $1.55M | 1.6% |
| Honeywell International Inc | $1.47M | 1.5% |
| Amazon.com Inc | $1.46M | 1.5% |
| Abbott Laboratories | $1.29M | 1.3% |
| Verizon Communications Inc | $1.25M | 1.3% |
| Cummins Inc | $1.22M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.