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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOOGL ALPHABET INC Communication Services 724.0 $259K 0.23% NEW $357.37 -2.9%
82 MPC MARATHON PETE CORP Energy 1,008.0 $258K 0.23% -18.0 -1.8% $255.55 +38.9%
83 VIG VANGUARD SPECIALIZED FUNDS 1,035.0 $245K 0.22% NEW $236.62 +3.2%
84 OKE ONEOK INC NEW Energy 2,488.0 $216K 0.19% $86.94 +5.5%
85 SCHB SCHWAB STRATEGIC TR 7,426.0 $215K 0.19% NEW $28.96 +2.2%
Page 5 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%