Crescent Sterling, Ltd.

CIK 0001962005 • 7 13F filings • Apr 15, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $89.4M72 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.4M	1.5%	10,090 SH	New
ABBVIE INC	COM	$2.9M	3.2%Prev: 3.1%	15,636 SH	Decreased+735 SH
AIR PRODS & CHEMS INC	COM	$2.1M	2.4%	7,464 SH	New
AMAZON COM INC	COM	$1.1M	1.2%Prev: 1.5%	4,864 SH	Decreased-2,363 SH
AMGEN INC	COM	$2.5M	2.8%Prev: 3.0%	8,951 SH	Decreased+117 SH
APPLE INC	COM	$4.0M	4.4%Prev: 4.3%	19,306 SH	Decreased+1,699 SH
ARM HOLDINGS PLC	SPONSORED ADS	$234K	0.3%Prev: 0.2%	1,448 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$294K	0.3%Prev: 0.4%	6,359 SH	Decreased+159 SH
CHEVRON CORP NEW	COM	$3.1M	3.5%	21,761 SH	New
CHUBB LIMITED	COM	$598K	0.7%	2,064 SH	New
CISCO SYS INC	COM	$3.0M	3.4%Prev: 3.5%	43,537 SH	Decreased-3,205 SH
COCA COLA CO	COM	$450K	0.5%Prev: 0.4%	6,359 SH	Increased+589 SH
COSTCO WHSL CORP NEW	COM	$907K	1.0%	916 SH	New
CSX CORP	COM	$483K	0.5%Prev: 0.6%	14,800 SH	Decreased+700 SH
CUMMINS INC	COM	$946K	1.1%Prev: 1.2%	2,890 SH	Decreased+565 SH
DISNEY WALT CO	COM	$221K	0.2%	1,784 SH	New
DOW INC	COM	$1.1M	1.2%	40,398 SH	New
DUKE ENERGY CORP NEW	COM NEW	$750K	0.8%Prev: 0.8%	6,353 SH	Decreased+190 SH
DUPONT DE NEMOURS INC	COM	$445K	0.5%Prev: 0.3%	6,494 SH	Increased+35 SH
ELI LILLY & CO	COM	$431K	0.5%Prev: 0.3%	553 SH	Increased+183 SH
EXXON MOBIL CORP	COM	$1.9M	2.1%Prev: 2.6%	17,508 SH	Decreased+1,551 SH
GENERAL MLS INC	COM	$472K	0.5%	9,107 SH	New
GENUINE PARTS CO	COM	$387K	0.4%Prev: 0.3%	3,191 SH	Increased+274 SH
HOME DEPOT INC	COM	$2.9M	3.3%Prev: 2.6%	7,984 SH	Increased-184 SH
HONEYWELL INTL INC	COM	$1.5M	1.7%Prev: 1.7%	6,623 SH	Decreased-1,201 SH
INTUIT	COM	$1.1M	1.3%Prev: 1.0%	1,423 SH	Increased-965 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$275K	0.3%Prev: 0.3%	2,136 SH	Decreased-190 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$317K	0.4%Prev: 0.3%	7,778 SH	Decreased-39 SH
ISHARES TR	MSCI INTL QUALTY	$419K	0.5%Prev: 0.6%	9,702 SH	Decreased-3,939 SH
JOHNSON & JOHNSON	COM	$3.4M	3.8%Prev: 5.2%	22,214 SH	Decreased+294 SH
JPMORGAN CHASE & CO.	COM	$4.5M	5.1%	15,685 SH	New
KIMBERLY-CLARK CORP	COM	$744K	0.8%Prev: 0.4%	5,773 SH	Increased+1,299 SH
L3HARRIS TECHNOLOGIES INC	COM	$429K	0.5%Prev: 0.5%	1,710 SH	Decreased+86 SH
LOCKHEED MARTIN CORP	COM	$590K	0.7%Prev: 0.9%	1,274 SH	Decreased-298 SH
MASTERCARD INCORPORATED	CL A	$728K	0.8%Prev: 0.7%	1,295 SH	Decreased-191 SH
MERCK & CO INC	COM	$460K	0.5%Prev: 0.6%	5,816 SH	Decreased+297 SH
MICROSOFT CORP	COM	$5.5M	6.1%Prev: 4.1%	10,984 SH	Increased-394 SH
NVIDIA CORPORATION	COM	$1.2M	1.4%Prev: 1.5%	7,774 SH	Decreased-1,204 SH
ORACLE CORP	COM	$640K	0.7%Prev: 0.4%	2,925 SH	Increased+347 SH
PACCAR INC	COM	$703K	0.8%	7,391 SH	New
PEPSICO INC	COM	$2.1M	2.3%Prev: 2.3%	15,688 SH	Decreased+215 SH
PHILLIPS 66	COM	$1.5M	1.7%Prev: 2.1%	12,941 SH	Decreased+1,052 SH
PROCTER AND GAMBLE CO	COM	$2.9M	3.3%	18,432 SH	New
QUALCOMM INC	COM	$1.4M	1.6%Prev: 0.8%	8,763 SH	Increased+2,164 SH
QUIPT HOME MEDICAL CORP	COM	$18K	0.0%	10,000 SH	New
REALTY INCOME CORP	COM	$250K	0.3%Prev: 0.3%	4,339 SH	Decreased-1,075 SH
SALESFORCE INC	COM	$917K	1.0%Prev: 0.8%	3,363 SH	Increased-1,020 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$248K	0.3%Prev: 0.3%	6,204 SH	Decreased-1,187 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$706K	0.8%Prev: 0.8%	31,925 SH	Decreased-1,195 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.4M	7.2%Prev: 8.0%	241,388 SH	Decreased-28,583 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.9M	2.2%Prev: 1.9%	66,539 SH	Decreased-1,124 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$222K	0.2%Prev: 0.3%	9,070 SH	Decreased-1,290 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.0M	1.1%Prev: 1.1%	36,486 SH	Decreased+1,231 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$874K	1.0%Prev: 0.8%	34,536 SH	Increased+4,970 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$347K	0.4%	1,370 SH	New
SELECTIVE INS GROUP INC	COM	$360K	0.4%Prev: 0.3%	4,160 SH	Increased+30 SH
SHELL PLC	SPON ADS	$998K	1.1%Prev: 1.0%	14,173 SH	Decreased+2,603 SH
SPDR INDEX SHS FDS	S&P GLBDIV ETF	$446K	0.5%	6,323 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.5M	2.8%	4,483 SH	New
SPDR SERIES TRUST	AEROSPACE DEF	$254K	0.3%	1,204 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$622K	0.7%	6,525 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$445K	0.5%	8,493 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$299K	0.3%	3,366 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$311K	0.3%	3,903 SH	New
STANLEY BLACK & DECKER INC	COM	$1.3M	1.5%Prev: 1.0%	19,812 SH	Increased+4,699 SH
TEXAS INSTRS INC	COM	$808K	0.9%Prev: 0.7%	3,893 SH	Increased+80 SH
UNION PAC CORP	COM	$207K	0.2%Prev: 0.3%	898 SH	Decreased-205 SH
VALERO ENERGY CORP	COM	$456K	0.5%Prev: 0.7%	3,393 SH	Decreased+413 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$500K	0.6%Prev: 1.1%	4,373 SH	Decreased-4,421 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$856K	1.0%Prev: 0.6%	3,000 SH	Increased+850 SH
VERIZON COMMUNICATIONS INC	COM	$1.3M	1.5%Prev: 1.5%	30,577 SH	Decreased-259 SH
WALMART INC	COM	$1.6M	1.8%Prev: 1.8%	16,038 SH	Decreased+984 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.1M
AIR PRODUCTS AND CHEMICALS I — $2.2M
BOEING CO — $248K
CHEVRON CORPORATION — $3.9M
CHUBB LTD SWITZ — $826K
CORTEVA INC — $275K
COSTCO WHOLESALE CORPORATION — $1.9M
CROWDSTRIKE HLDGS INC — $312K
GENERAL MILLS INC — $373K
INVESCO QQQ TR — $229K
ISHARES TR — $212K
JPMORGAN CHASE & CO — $4.4M
MARATHON PETE CORP — $251K
META PLATFORMS INC — $376K
ONEOK INC NEW — $225K
PROCTER & GAMBLE CO — $2.8M
RTX CORPORATION — $468K
SELECT SECTOR SPDR TR — $670K
SOLSTICE ADVANCED MATLS INC — $546K
SPDR INDEX SHS FDS — $763K
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001754960-26-000896	—	View
Jan 7, 2026	Q4 2025	13F-HR	0001754960-26-000008	$97.6M	View
Oct 15, 2025	Q3 2025