Loading…
CIK 0001962005 • 7 13F filings • Apr 15, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("crescent-sterling-ltd","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.4M | 1.5% | 10,352 SH | New |
| ABBVIE INC | COM | $3.6M | 3.8%Prev: 3.4% | 15,511 SH | Decreased+452 SH |
| AIR PRODS & CHEMS INC | COM | $2.0M | 2.1% | 7,354 SH | New |
| AMAZON COM INC | COM | $1.2M | 1.3%Prev: 1.6% | 5,629 SH | Decreased-1,835 SH |
| AMGEN INC | COM | $2.5M | 2.6%Prev: 3.0% | 8,909 SH | Decreased-273 SH |
| APPLE INC | COM | $4.6M | 4.8%Prev: 4.5% | 18,104 SH | Decreased+657 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $222K | 0.2%Prev: 0.5% | 1,571 SH | Decreased+148 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $285K | 0.3% | 6,309 SH | New |
| CHEVRON CORP NEW | COM | $3.0M | 3.2% | 19,552 SH | New |
| CHUBB LIMITED | COM | $674K | 0.7%Prev: 0.8% | 2,387 SH | Decreased-348 SH |
| CISCO SYS INC | COM | $3.1M | 3.3%Prev: 4.8% | 45,368 SH | Decreased+35 SH |
| COCA COLA CO | COM | $417K | 0.4%Prev: 0.4% | 6,286 SH | Decreased+313 SH |
| CORTEVA INC | COM | $208K | 0.2%Prev: 0.2% | 3,082 SH | Decreased-192 SH |
| COSTCO WHSL CORP NEW | COM | $1.6M | 1.7% | 1,728 SH | New |
| CSX CORP | COM | $518K | 0.5%Prev: 0.6% | 14,600 SH | Decreased+800 SH |
| CUMMINS INC | COM | $1.1M | 1.2%Prev: 1.5% | 2,630 SH | Decreased+348 SH |
| DISNEY WALT CO | COM | $202K | 0.2% | 1,764 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $754K | 0.8%Prev: 0.8% | 6,093 SH | Decreased-678 SH |
| DUPONT DE NEMOURS INC | COM | $506K | 0.5%Prev: 0.3% | 6,494 SH | Increased+4,361 SH |
| ELI LILLY & CO | COM | $309K | 0.3%Prev: 0.4% | 405 SH | Decreased+21 SH |
| EXXON MOBIL CORP | COM | $1.9M | 2.0%Prev: 1.9% | 16,550 SH | Decreased+1,024 SH |
| GENERAL MLS INC | COM | $485K | 0.5% | 9,612 SH | New |
| GENUINE PARTS CO | COM | $413K | 0.4%Prev: 0.3% | 2,981 SH | Increased+264 SH |
| HOME DEPOT INC | COM | $3.2M | 3.4%Prev: 2.6% | 7,926 SH | Increased-241 SH |
| HONEYWELL INTL INC | COM | $1.4M | 1.5%Prev: 0.8% | 6,873 SH | Increased+2,848 SH |
| INTUIT | COM | $1.1M | 1.1% | 1,549 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $289K | 0.3%Prev: 0.4% | 2,138 SH | Decreased-525 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $349K | 0.4%Prev: 0.5% | 7,818 SH | Decreased-139 SH |
| INVESCO QQQ TR | UNIT SER 1 | $233K | 0.2% | 388 SH | New |
| ISHARES TR | MSCI INTL QUALTY | $487K | 0.5%Prev: 0.6% | 11,012 SH | Decreased-2,968 SH |
| JOHNSON & JOHNSON | COM | $4.1M | 4.3%Prev: 5.0% | 21,983 SH | Decreased-76 SH |
| JPMORGAN CHASE & CO. | COM | $4.8M | 5.0% | 15,213 SH | New |
| KIMBERLY-CLARK CORP | COM | $682K | 0.7%Prev: 0.5% | 5,481 SH | Increased+699 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $447K | 0.5%Prev: 0.4% | 1,462 SH | Decreased-148 SH |
| LOCKHEED MARTIN CORP | COM | $738K | 0.8%Prev: 0.7% | 1,479 SH | Decreased-98 SH |
| MARATHON PETE CORP | COM | $228K | 0.2%Prev: 0.2% | 1,182 SH | Decreased+174 SH |
| MASTERCARD INCORPORATED | CL A | $693K | 0.7%Prev: 0.7% | 1,219 SH | Decreased-327 SH |
| MERCK & CO INC | COM | $441K | 0.5%Prev: 0.6% | 5,251 SH | Decreased-246 SH |
| MICROSOFT CORP | COM | $5.6M | 5.9%Prev: 3.9% | 10,898 SH | Increased-686 SH |
| NVIDIA CORPORATION | COM | $1.4M | 1.5%Prev: 1.7% | 7,760 SH | Decreased-1,663 SH |
| ORACLE CORP | COM | $852K | 0.9%Prev: 0.3% | 3,028 SH | Increased+573 SH |
| PACCAR INC | COM | $687K | 0.7% | 6,991 SH | New |
| PEPSICO INC | COM | $2.2M | 2.3%Prev: 1.9% | 15,455 SH | Increased+97 SH |
| PHILLIPS 66 | COM | $1.7M | 1.8%Prev: 1.8% | 12,307 SH | Decreased+728 SH |
| PROCTER AND GAMBLE CO | COM | $2.8M | 3.0% | 18,303 SH | New |
| QUALCOMM INC | COM | $1.4M | 1.5%Prev: 1.1% | 8,363 SH | Increased+1,754 SH |
| REALTY INCOME CORP | COM | $274K | 0.3%Prev: 0.3% | 4,515 SH | Decreased-1,715 SH |
| SALESFORCE INC | COM | $868K | 0.9%Prev: 0.5% | 3,662 SH | Increased-168 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $272K | 0.3%Prev: 0.4% | 6,324 SH | Decreased-1,174 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $769K | 0.8%Prev: 0.8% | 33,031 SH | Decreased-291 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.8M | 7.2%Prev: 7.9% | 250,759 SH | Decreased-27,238 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.1M | 2.2%Prev: 2.0% | 66,992 SH | Decreased-560 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $261K | 0.3%Prev: 0.7% | 9,920 SH | Decreased-15,681 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.1M | 1.1%Prev: 1.2% | 36,070 SH | Decreased+914 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $929K | 1.0%Prev: 0.9% | 33,306 SH | Decreased+5,413 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $481K | 0.5% | 1,707 SH | New |
| SELECTIVE INS GROUP INC | COM | $339K | 0.4%Prev: 0.4% | 4,180 SH | Decreased+50 SH |
| SHELL PLC | SPON ADS | $925K | 1.0%Prev: 0.7% | 12,928 SH | Increased+2,968 SH |
| SPDR INDEX SHS FDS | S&P GLBDIV ETF | $471K | 0.5% | 6,473 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $293K | 0.3% | 440 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $2.8M | 3.0% | 4,745 SH | New |
| SPDR SERIES TRUST | AEROSPACE DEF | $292K | 0.3% | 1,241 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $673K | 0.7% | 6,435 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $475K | 0.5% | 8,588 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $319K | 0.3% | 3,380 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $348K | 0.4% | 3,920 SH | New |
| STANLEY BLACK & DECKER INC | COM | $1.4M | 1.5%Prev: 1.2% | 18,840 SH | Increased+4,417 SH |
| TEXAS INSTRS INC | COM | $698K | 0.7%Prev: 0.9% | 3,798 SH | Decreased+345 SH |
| UNION PAC CORP | COM | $249K | 0.3%Prev: 0.3% | 1,053 SH | Decreased-82 SH |
| VALERO ENERGY CORP | COM | $559K | 0.6%Prev: 0.7% | 3,285 SH | Decreased+310 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $685K | 0.7%Prev: 1.3% | 5,627 SH | Decreased-3,580 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $739K | 0.8%Prev: 0.4% | 2,400 SH | Increased+1,200 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.4M | 1.4%Prev: 1.2% | 30,727 SH | Increased-232 SH |
| WALMART INC | COM | $1.6M | 1.7%Prev: 1.5% | 15,767 SH | Decreased+709 SH |
| 13F-HR |
| 0001754960-25-000669 |
| $95.1M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000398 | $111.8M | View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000527 | $89.4M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000201 | $103.3M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000192 | $97.5M | View |