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: $103.3M76 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.1M	1.0%	10,477 SH	New
ABBVIE INC	COM	$3.2M	3.1%Prev: 3.8%	14,901 SH	Decreased-2,680 SH
AIR PRODUCTS AND CHEMICALS I	COM	$2.2M	2.1%	7,565 SH	New
AMAZON COM INC	COM	$1.5M	1.5%Prev: 1.0%	7,227 SH	Increased+2,116 SH
AMGEN INC	COM	$3.1M	3.0%Prev: 3.0%	8,834 SH	Increased-655 SH
APPLE INC	COM	$4.5M	4.3%Prev: 5.1%	17,607 SH	Decreased-4,875 SH
ARM HOLDINGS PLC	SPONSORED ADS	$219K	0.2%	1,448 SH	New
BOEING CO	COM	$248K	0.2%	1,244 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$376K	0.4%Prev: 0.4%	6,200 SH	Decreased-866 SH
CHEVRON CORPORATION	COM	$3.9M	3.8%	18,951 SH	New
CHUBB LTD SWITZ	COM	$826K	0.8%	2,535 SH	New
CISCO SYS INC	COM	$3.6M	3.5%Prev: 3.0%	46,742 SH	Increased-1,244 SH
COCA COLA CO	COM	$439K	0.4%Prev: 0.6%	5,770 SH	Decreased-3,073 SH
CORTEVA INC	COM	$275K	0.3%Prev: 0.2%	3,282 SH	Increased-90 SH
COSTCO WHOLESALE CORPORATION	COM	$1.9M	1.8%	1,904 SH	New
CROWDSTRIKE HLDGS INC	CL A	$312K	0.3%	800 SH	New
CSX CORP	COM	$579K	0.6%Prev: 0.5%	14,100 SH	Increased-1,000 SH
CUMMINS INC	COM	$1.3M	1.2%Prev: 1.0%	2,325 SH	Increased-750 SH
DUKE ENERGY CORP NEW	COM NEW	$807K	0.8%Prev: 0.8%	6,163 SH	Increased-315 SH
DUPONT DE NEMOURS INC	COM	$296K	0.3%Prev: 0.6%	6,459 SH	Decreased-1,350 SH
ELI LILLY & CO	COM	$340K	0.3%Prev: 0.5%	370 SH	Decreased-183 SH
EXXON MOBIL CORP	COM	$2.7M	2.6%Prev: 2.8%	15,957 SH	Increased-6,606 SH
GENERAL MILLS INC	COM	$373K	0.4%	10,014 SH	New
GENUINE PARTS CO	COM	$308K	0.3%Prev: 0.4%	2,917 SH	Decreased-314 SH
HOME DEPOT INC	COM	$2.7M	2.6%Prev: 3.1%	8,168 SH	Decreased-173 SH
HONEYWELL INTL INC	COM	$1.8M	1.7%Prev: 1.5%	7,824 SH	Increased+931 SH
INTUIT	COM	$1.0M	1.0%Prev: 0.8%	2,388 SH	Increased+1,177 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$337K	0.3%Prev: 0.2%	2,326 SH	Increased+322 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$354K	0.3%Prev: 0.3%	7,817 SH	Increased-1,186 SH
INVESCO QQQ TR	UNIT SER 1	$229K	0.2%Prev: 0.3%	396 SH	Decreased-216 SH
ISHARES TR	CORE S&P500 ETF	$212K	0.2%	324 SH	New
ISHARES TR	MSCI INTL QUALTY	$631K	0.6%Prev: 0.4%	13,641 SH	Increased+3,159 SH
JOHNSON & JOHNSON	COM	$5.4M	5.2%Prev: 4.0%	21,920 SH	Increased-1,715 SH
JPMORGAN CHASE & CO	COM	$4.4M	4.3%	14,974 SH	New
KIMBERLY-CLARK CORP	COM	$432K	0.4%Prev: 0.9%	4,474 SH	Decreased-1,621 SH
L3HARRIS TECHNOLOGIES INC	COM	$561K	0.5%Prev: 0.4%	1,624 SH	Increased-186 SH
LOCKHEED MARTIN CORP	COM	$950K	0.9%Prev: 0.6%	1,572 SH	Increased+267 SH
MARATHON PETE CORP	COM	$251K	0.2%	1,026 SH	New
MASTERCARD INCORPORATED	CL A	$742K	0.7%Prev: 0.9%	1,486 SH	Decreased-189 SH
MERCK & CO INC	COM	$664K	0.6%Prev: 0.6%	5,519 SH	Increased-892 SH
META PLATFORMS INC	CL A	$376K	0.4%	657 SH	New
MICROSOFT CORP	COM	$4.2M	4.1%Prev: 4.6%	11,378 SH	Decreased-476 SH
NVIDIA CORPORATION	COM	$1.6M	1.5%Prev: 0.9%	8,978 SH	Increased+1,104 SH
ONEOK INC NEW	COM	$225K	0.2%	2,488 SH	New
ORACLE CORP	COM	$379K	0.4%Prev: 0.3%	2,578 SH	Increased+577 SH
PEPSICO INC	COM	$2.4M	2.3%Prev: 3.0%	15,473 SH	Decreased-4,126 SH
PHILLIPS 66	COM	$2.2M	2.1%Prev: 1.9%	11,889 SH	Increased-2,858 SH
PROCTER & GAMBLE CO	COM	$2.8M	2.7%	19,045 SH	New
QUALCOMM INC	COM	$850K	0.8%Prev: 1.5%	6,599 SH	Decreased-2,765 SH
REALTY INCOME CORP	COM	$331K	0.3%Prev: 0.2%	5,414 SH	Increased+1,352 SH
RTX CORPORATION	COM	$468K	0.5%	2,425 SH	New
SALESFORCE INC	COM	$818K	0.8%Prev: 0.8%	4,383 SH	Decreased+1,305 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$362K	0.3%Prev: 0.3%	7,391 SH	Increased-118 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$820K	0.8%Prev: 0.6%	33,120 SH	Increased+1,137 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$8.3M	8.0%Prev: 7.0%	269,971 SH	Increased+25,813 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.0M	1.9%Prev: 1.7%	67,663 SH	Increased+1,838 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$266K	0.3%	10,360 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.1M	1.1%Prev: 1.1%	35,255 SH	Increased-4,384 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$860K	0.8%Prev: 1.0%	29,566 SH	Decreased-11,725 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$670K	0.6%	5,045 SH	New
SELECTIVE INS GROUP INC	COM	$311K	0.3%Prev: 0.4%	4,130 SH	Decreased+30 SH
SHELL PLC	SPON ADS	$1.1M	1.0%Prev: 1.1%	11,570 SH	Increased-3,106 SH
SOLSTICE ADVANCED MATLS INC	COM SHS	$546K	0.5%	7,170 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$763K	0.7%	9,894 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.2M	2.1%	23,699 SH	New
STANLEY BLACK & DECKER INC	COM	$1.1M	1.0%Prev: 1.7%	15,113 SH	Decreased-6,654 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$366K	0.4%	563 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$3.2M	3.1%	5,118 SH	New
TEXAS INSTRS INC	COM	$740K	0.7%Prev: 0.9%	3,813 SH	Decreased-1,247 SH
UNION PAC CORP	COM	$268K	0.3%	1,103 SH	New
VALERO ENERGY CORP	COM	$736K	0.7%Prev: 1.1%	2,980 SH	Decreased-5,290 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$1.1M	1.1%Prev: 0.4%	8,794 SH	Increased+5,214 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$643K	0.6%Prev: 0.8%	2,150 SH	Decreased-850 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.1M	1.1%	14,103 SH	New
VERIZON COMMUNICATIONS INC	COM	$1.5M	1.5%Prev: 1.4%	30,836 SH	Increased-70 SH
WALMART INC	COM	$1.9M	1.8%Prev: 1.5%	15,054 SH	Increased-1,721 SH

Sold (vs prior filing)

3M CO — $212K
ABBOTT LABS — $1.3M
AIR PRODS & CHEMS INC — $2.3M
BECTON DICKINSON & CO — $740K
CHEVRON CORP NEW — $4.0M
CHUBB LIMITED — $419K
COSTCO WHSL CORP NEW — $858K
DOW INC — $1.8M
GENERAL MLS INC — $730K
INVESCO EXCHANGE TRADED FD T — $214K
JPMORGAN CHASE & CO. — $4.3M
MCDONALDS CORP — $363K
PACCAR INC — $743K
PROCTER AND GAMBLE CO — $3.6M
QUIPT HOME MEDICAL CORP — $23K
REGENERON PHARMACEUTICALS — $261K
SELECT SECTOR SPDR TR — $271K
SPDR INDEX SHS FDS — $498K
SPDR S&P 500 ETF TR — $324K
SPDR S&P MIDCAP 400 ETF TR — $2.3M
… 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