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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 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 15,058.0 $1.7M 1.52% $113.26 -7.0%
22 CMI CUMMINS INC Industrials 2,282.0 $1.6M 1.46% -43.0 -1.9% $713.21 -19.7%
23 VCSH VANGUARD SCOTTSDALE FDS 19,357.0 $1.5M 1.37% +5K +37.2% $79.03 -0.3%
24 VIOG VANGUARD ADMIRAL FDS INC 9,207.0 $1.4M 1.26% +413.0 +4.7% $153.42 -2.9%
25 SWK STANLEY BLACK & DECKER INC Industrials 14,423.0 $1.4M 1.21% -690.0 -4.6% $94.12 +4.6%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 30,959.0 $1.3M 1.17% $42.34 +18.7%
27 SCHM SCHWAB STRATEGIC TR 35,156.0 $1.3M 1.16% $36.87 -2.7%
28 QCOM QUALCOMM INC Technology 6,609.0 $1.2M 1.09% $184.79 -13.1%
29 TXN TEXAS INSTRS INC Technology 3,453.0 $1.0M 0.92% -360.0 -9.4% $298.07 -12.8%
30 SCHA SCHWAB STRATEGIC TR 27,893.0 $1.0M 0.90% -2K -5.7% $36.13 -4.2%
31 XLK SELECT SECTOR SPDR TR 5,282.0 $1.0M 0.90% +237.0 +4.7% $190.52 -4.6%
32 HONEYWELL AEROSPACE INC 4,318.0 $955K 0.85% NEW $221.08
33 CB CHUBB LIMITED Financial Services 2,735.0 $932K 0.83% +200.0 +7.9% $340.74 +0.7%
34 SCHF SCHWAB STRATEGIC TR 33,322.0 $923K 0.83% +202.0 +0.6% $27.70 +3.2%
35 HON HONEYWELL INTL INC Industrials 4,025.0 $901K 0.81% -4K -48.6% $223.90 -3.7%
36 DUK DUKE ENERGY CORP NEW Utilities 6,771.0 $857K 0.77% +608.0 +9.9% $126.58 -3.9%
37 WDIV SPDR INDEX SHS FDS 10,385.0 $830K 0.74% +491.0 +5.0% $79.91 +7.5%
38 ABT ABBOTT LABORATORIES Healthcare 9,010.0 $818K 0.73% -1K -14.0% $90.74 +28.0%
39 LMT LOCKHEED MARTIN CORP Industrials 1,577.0 $803K 0.72% $509.46 +9.2%
40 MA MASTERCARD INCORPORATED Financial Services 1,546.0 $794K 0.71% +60.0 +4.0% $513.60 +16.7%
Page 2 of 5  ·  85 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%