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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VLO VALERO ENERGY CORP Energy 2,975.0 $775K 0.69% $260.44 +30.7%
42 SHEL SHELL PLC Energy 9,960.0 $772K 0.69% -2K -13.9% $77.54 +18.9%
43 SCHX SCHWAB STRATEGIC TR 25,601.0 $753K 0.67% +15K +147.1% $29.43 +2.7%
44 SPYG SPDR SERIES TRUST 6,207.0 $739K 0.66% $118.99 +1.0%
45 MRK MERCK & CO INC Healthcare 5,497.0 $706K 0.63% $128.51 +21.7%
46 ISHARES TR 13,980.0 $693K 0.62% +339.0 +2.5% $49.55
47 CSX CSX CORP Industrials 13,800.0 $656K 0.59% -300.0 -2.1% $47.53 +8.4%
48 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 7,088.0 $628K 0.56% -82.0 -1.1% $88.60 -37.3%
49 CRM SALESFORCE INC Technology 3,830.0 $600K 0.54% -553.0 -12.6% $156.66 +31.3%
50 SPYV SPDR SERIES TRUST 8,698.0 $529K 0.47% $60.79 +4.6%
51 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,782.0 $525K 0.47% +308.0 +6.9% $109.77 +1.1%
52 CRWD CROWDSTRIKE HLDGS INC Technology 675.0 $515K 0.46% -125.0 -15.6% $190.79 -2.8%
53 SPY STATE STR SPDR S&P 500 ETF T Financial Services 689.0 $515K 0.46% +126.0 +22.4% $746.77 +2.6%
54 RSPT INVESCO EXCHANGE TRADED FD T 7,957.0 $513K 0.46% +140.0 +1.8% $64.50 -1.6%
55 ARM ARM HOLDINGS PLC Technology 1,423.0 $505K 0.45% -25.0 -1.7% $354.57 -31.9%
56 KO COCA COLA CO Consumer Defensive 5,973.0 $485K 0.43% +203.0 +3.5% $81.26 +12.8%
57 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,610.0 $468K 0.42% -14.0 -0.9% $290.59 -9.8%
58 BA BOEING CO Industrials 2,133.0 $462K 0.41% +889.0 +71.5% $216.47 -2.5%
59 LLY ELI LILLY & CO Healthcare 384.0 $461K 0.41% +14.0 +3.8% $1199.43 +2.8%
60 XMMO INVESCO EXCHANGE TRADED FD T 2,663.0 $453K 0.41% +337.0 +14.5% $170.14 -8.6%
Page 3 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%