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Portfolio (Quarterly) Guide ↗

Crescent Sterling, Ltd.

· CIK 0001962005
13F Portfolio $112M AUM 85 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 34 Added 27 Reduced 4 Exited
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHD SCHWAB STRATEGIC TR 277,997.0 $8.8M 7.88% +8K +3.0% $31.71 +10.7%
2 JNJ JOHNSON & JOHNSON Healthcare 22,059.0 $5.6M 5.01% +139.0 +0.6% $253.97 +7.5%
3 MSFT MICROSOFT CORP Technology 11,584.0 $4.3M 3.87% +206.0 +1.8% $373.01 +31.8%
4 ABBV ABBVIE INC Healthcare 15,059.0 $3.8M 3.39% +158.0 +1.1% $251.64 +5.6%
5 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 5,163.0 $3.6M 3.25% +45.0 +0.9% $703.29 -1.3%
6 AMGN AMGEN INC Healthcare 9,182.0 $3.3M 2.97% +348.0 +3.9% $362.12 +22.1%
7 PG PROCTER & GAMBLE CO Consumer Defensive 19,886.0 $2.9M 2.61% +841.0 +4.4% $146.64 -0.8%
8 NVDA NVIDIA CORPORATION Technology 9,423.0 $1.9M 1.69% +445.0 +5.0% $200.09 +6.5%
9 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,948.0 $1.8M 1.63% +44.0 +2.3% $935.47 +2.6%
10 AMZN AMAZON COM INC Consumer Cyclical 7,464.0 $1.8M 1.59% +237.0 +3.3% $238.34 +9.5%
11 VCSH VANGUARD SCOTTSDALE FDS 19,357.0 $1.5M 1.37% +5K +37.2% $79.03 -0.3%
12 VIOG VANGUARD ADMIRAL FDS INC 9,207.0 $1.4M 1.26% +413.0 +4.7% $153.42 -2.9%
13 XLK SELECT SECTOR SPDR TR 5,282.0 $1.0M 0.90% +237.0 +4.7% $190.52 -4.6%
14 CB CHUBB LIMITED Financial Services 2,735.0 $932K 0.83% +200.0 +7.9% $340.74 +0.7%
15 SCHF SCHWAB STRATEGIC TR 33,322.0 $923K 0.83% +202.0 +0.6% $27.70 +3.2%
16 DUK DUKE ENERGY CORP NEW Utilities 6,771.0 $857K 0.77% +608.0 +9.9% $126.58 -3.9%
17 WDIV SPDR INDEX SHS FDS 10,385.0 $830K 0.74% +491.0 +5.0% $79.91 +7.5%
18 MA MASTERCARD INCORPORATED Financial Services 1,546.0 $794K 0.71% +60.0 +4.0% $513.60 +16.7%
19 SCHX SCHWAB STRATEGIC TR 25,601.0 $753K 0.67% +15K +147.1% $29.43 +2.7%
20 ISHARES TR 13,980.0 $693K 0.62% +339.0 +2.5% $49.55
Page 1 of 2  ·  34 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 25.1%
Healthcare 17.5%
Financial Services 13.2%
Consumer Defensive 11.7%
Energy 10.7%
Industrials 7.8%
Consumer Cyclical 5.9%
Basic Materials 4.0%
Communication Services 2.3%
Utilities 1.3%