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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL AEROSPACE INC 4,318.0 $955K 0.85% NEW $221.08
2 GOOG ALPHABET INC 1,165.0 $412K 0.37% NEW $353.33
3 SCHV SCHWAB STRATEGIC TR 9,511.0 $331K 0.30% NEW $34.81 +0.3%
4 COHR COHERENT CORP Technology 800.0 $316K 0.28% NEW $394.47 -27.0%
5 IGSB ISHARES TR 5,493.0 $288K 0.26% NEW $52.41 -0.3%
6 GEV GE VERNOVA INC Utilities 229.0 $269K 0.24% NEW $1174.86 -21.1%
7 GOOGL ALPHABET INC Communication Services 724.0 $259K 0.23% NEW $357.37 -2.9%
8 VIG VANGUARD SPECIALIZED FUNDS 1,035.0 $245K 0.22% NEW $236.62 +3.2%
9 SCHB SCHWAB STRATEGIC TR 7,426.0 $215K 0.19% NEW $28.96 +2.2%

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%