Crescent Sterling, Ltd. — 13F holdings

Crescent Sterling, Ltd. reported 92 holdings worth $122M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. SCHD SCHWAB STRATEGIC TR — $9.36M (7.7%)
  2. MSFT MICROSOFT CORP — $5.92M (4.9%)
  3. JNJ Johnson & Johnson — $5.80M (4.8%)
  4. AAPL APPLE INC — $5.59M (4.6%)
  5. CSCO CISCO SYS INC — $4.94M (4.1%)
  6. JPM JPMorgan Chase & Co. — $4.78M (3.9%)
  7. AMGN AMGEN INC — $3.94M (3.2%)
  8. ABBV ABBVIE INC — $3.88M (3.2%)
  9. CVX CHEVRON CORP NEW — $3.63M (3.0%)
  10. MDY SPDR S&P MIDCAP 400 ETF TR — $3.32M (2.7%)