Crescent Sterling, Ltd.
All holdings · as of Dec 31, 2025
| 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% |
| QUALCOMM INC/DE | $1.20M | 1.2% |
| INTUIT INC. | $1.16M | 1.2% |
| STANLEY BLACK & DECKER, INC. | $1.07M | 1.1% |
| SCHWAB STRATEGIC TR | $1.05M | 1.1% |
| Salesforce Inc | $999.8K | 1.0% |
| VANGUARD ADMIRAL FDS INC | $927.1K | 1.0% |
| SHELL PLC | $892.6K | 0.9% |
| SCHWAB STRATEGIC TR | $861.4K | 0.9% |
| SCHWAB STRATEGIC TR | $783.5K | 0.8% |
| PACCAR INC | $765.6K | 0.8% |
| Chubb Ltd | $762.2K | 0.8% |
| LOCKHEED MARTIN CORP | $730.3K | 0.7% |
| Mastercard Inc | $727.3K | 0.7% |
| Duke Energy Corp | $717.1K | 0.7% |
| VANGUARD INDEX FDS | $676.8K | 0.7% |
| SPDR SERIES TRUST | $672.5K | 0.7% |
| TEXAS INSTRUMENTS INC | $663.3K | 0.7% |
| SPDR INDEX SHS FDS | $578.8K | 0.6% |
| ISHARES TR | $578.4K | 0.6% |
| SELECT SECTOR SPDR TR | $567.8K | 0.6% |
| Merck & Co., Inc. | $549.0K | 0.6% |
| Valero Energy Corp | $530.7K | 0.5% |
| ORACLE CORP | $527.7K | 0.5% |
| VANGUARD SCOTTSDALE FDS | $524.3K | 0.5% |
| CSX CORP | $522.0K | 0.5% |