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