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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,610.0 $468K 0.42% -14.0 -0.9% $290.59 -9.8%
22 VV VANGUARD INDEX FDS 1,200.0 $413K 0.37% -950.0 -44.2% $343.91 +2.6%
23 ORCL ORACLE CORP Technology 2,455.0 $360K 0.32% -123.0 -4.8% $146.56 -1.3%
24 GPC GENUINE PARTS CO Consumer Cyclical 2,717.0 $321K 0.29% -200.0 -6.9% $117.98 +16.9%
25 DD DUPONT DE NEMOURS INC Basic Materials 2,133.0 $289K 0.26% -4K -67.0% $135.64 +0.3%
26 GIS GENERAL MILLS INC Consumer Defensive 8,199.0 $285K 0.26% -2K -18.1% $34.80 +14.3%
27 MPC MARATHON PETE CORP Energy 1,008.0 $258K 0.23% -18.0 -1.8% $255.55 +38.9%
Page 2 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%