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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  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CSCO CISCO SYS INC Technology 45,333.0 $5.3M 4.76% -1K -3.0% $117.46 -5.4%
2 AAPL APPLE INC Technology 17,447.0 $5.0M 4.52% -160.0 -0.9% $289.37 +7.1%
3 JPM JPMORGAN CHASE & CO Financial Services 14,852.0 $4.9M 4.35% -122.0 -0.8% $327.33 +9.0%
4 CVX CHEVRON CORPORATION Energy 17,607.0 $2.9M 2.61% -1K -7.1% $165.76 +20.6%
5 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7,448.0 $2.2M 1.95% -117.0 -1.6% $293.18 +3.6%
6 XOM EXXON MOBIL CORP Energy 15,526.0 $2.1M 1.90% -431.0 -2.7% $136.72 +17.5%
7 PEP PEPSICO INC Consumer Defensive 15,358.0 $2.1M 1.86% -115.0 -0.7% $135.40 +5.1%
8 PSX PHILLIPS 66 Energy 11,579.0 $2.0M 1.75% -310.0 -2.6% $169.05 +40.1%
9 CMI CUMMINS INC Industrials 2,282.0 $1.6M 1.46% -43.0 -1.9% $713.21 -19.7%
10 SWK STANLEY BLACK & DECKER INC Industrials 14,423.0 $1.4M 1.21% -690.0 -4.6% $94.12 +4.6%
11 TXN TEXAS INSTRS INC Technology 3,453.0 $1.0M 0.92% -360.0 -9.4% $298.07 -12.8%
12 SCHA SCHWAB STRATEGIC TR 27,893.0 $1.0M 0.90% -2K -5.7% $36.13 -4.2%
13 HON HONEYWELL INTL INC Industrials 4,025.0 $901K 0.81% -4K -48.6% $223.90 -3.7%
14 ABT ABBOTT LABORATORIES Healthcare 9,010.0 $818K 0.73% -1K -14.0% $90.74 +28.0%
15 SHEL SHELL PLC Energy 9,960.0 $772K 0.69% -2K -13.9% $77.54 +18.9%
16 CSX CSX CORP Industrials 13,800.0 $656K 0.59% -300.0 -2.1% $47.53 +8.4%
17 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 7,088.0 $628K 0.56% -82.0 -1.1% $88.60 -37.3%
18 CRM SALESFORCE INC Technology 3,830.0 $600K 0.54% -553.0 -12.6% $156.66 +31.3%
19 CRWD CROWDSTRIKE HLDGS INC Technology 675.0 $515K 0.46% -125.0 -15.6% $190.79 -2.8%
20 ARM ARM HOLDINGS PLC Technology 1,423.0 $505K 0.45% -25.0 -1.7% $354.57 -31.9%
Page 1 of 2  ·  27 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%