Crescent Sterling, Ltd. — 13F Holdings & Portfolio

CIK 1962005 · latest 13F-HR filed 2026-04-07

Crescent Sterling, Ltd. manages $103.3M in 13F-reported U.S. long-equity assets across 80 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SCHD (8.01%), JNJ (5.18%), AAPL (4.32%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 3, added to 39, and trimmed 16.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$103.3M

Long-equity book

Holdings

80

Distinct positions

Period

2026-03-31

Filed 2026-04-07

Q/Q Activity

+5 / −3 / ↑39 / ↓16

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$1.1M +14.6%
  • CHEVRON CORPORATION$959.0K +32.4%
  • JOHNSON & JOHNSON$823.8K +18.2%
  • EXXON MOBIL CORP$754.0K +38.6%
  • PHILLIPS 66$609.8K +39.2%
Show all 39

Top Trims

  • MICROSOFT CORP-$1.1M -20.8%
  • JPMORGAN CHASE & CO-$463.0K -9.5%
  • APPLE INC-$375.5K -7.8%
  • QUALCOMM INC-$352.8K -29.3%
  • ABBOTT LABORATORIES-$218.2K -16.9%
Show all 16

New Positions

  • MARATHON PETE CORP$250.5K
  • BOEING CO$247.6K
  • ONEOK INC NEW$224.9K
  • ARM HOLDINGS PLC$219.1K
  • ISHARES TR$211.9K
Show all 5

Exited Positions

  • PACCAR INC$765.6K
  • REGENERON PHARMACEUTICALS$215.4K
  • QUIPT HOME MEDICAL CORP$35.3K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHD 808524797 $8.3M 8.01% 269,971 SH
2 JOHNSON & JOHNSON JNJ 478160104 $5.4M 5.18% 21,920 SH
3 APPLE INC AAPL 037833100 $4.5M 4.32% 17,607 SH
4 JPMORGAN CHASE & CO JPM 46625H100 $4.4M 4.26% 14,974 SH
5 MICROSOFT CORP MSFT 594918104 $4.2M 4.08% 11,378 SH
6 CHEVRON CORPORATION CVX 166764100 $3.9M 3.79% 18,951 SH
7 CISCO SYS INC CSCO 17275R102 $3.6M 3.51% 46,742 SH
8 ABBVIE INC ABBV 00287Y109 $3.2M 3.14% 14,901 SH
9 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $3.2M 3.05% 5,118 SH
10 AMGEN INC AMGN 031162100 $3.1M 3.01% 8,834 SH
11 PROCTER & GAMBLE CO PG 742718109 $2.8M 2.66% 19,045 SH
12 EXXON MOBIL CORP XOM 30231G102 $2.7M 2.62% 15,957 SH
13 HOME DEPOT INC HD 437076102 $2.7M 2.60% 8,168 SH
14 PEPSICO INC PEP 713448108 $2.4M 2.32% 15,473 SH
15 AIR PRODUCTS AND CHEMICALS I APD 009158106 $2.2M 2.13% 7,565 SH
16 PHILLIPS 66 PSX 718546104 $2.2M 2.10% 11,889 SH
17 SCHWAB STRATEGIC TR SCHG 808524300 $2.0M 1.91% 67,663 SH
18 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.9M 1.84% 1,904 SH
19 WALMART INC WMT 931142103 $1.9M 1.81% 15,054 SH
20 HONEYWELL INTL INC HON 438516106 $1.8M 1.71% 7,824 SH
21 NVIDIA CORPORATION NVDA 67066G104 $1.6M 1.52% 8,978 SH
22 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.5M 1.50% 30,836 SH
23 AMAZON COM INC AMZN 023135106 $1.5M 1.46% 7,227 SH
24 CUMMINS INC CMI 231021106 $1.3M 1.21% 2,325 SH
25 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.1M 1.08% 14,103 SH
26 VANGUARD ADMIRAL FDS INC VIOG 921932794 $1.1M 1.06% 8,794 SH
27 SCHWAB STRATEGIC TR SCHM 808524508 $1.1M 1.06% 35,255 SH
28 SHELL PLC SHEL 780259305 $1.1M 1.04% 11,570 SH
29 ABBOTT LABORATORIES ABT 002824100 $1.1M 1.04% 10,477 SH
30 STANLEY BLACK & DECKER INC SWK 854502101 $1.1M 1.04% 15,113 SH
31 INTUIT INTU 461202103 $1.0M 1.00% 2,388 SH
32 LOCKHEED MARTIN CORP LMT 539830109 $950.1K 0.92% 1,572 SH
33 SCHWAB STRATEGIC TR SCHA 808524607 $859.8K 0.83% 29,566 SH
34 QUALCOMM INC QCOM 747525103 $849.8K 0.82% 6,599 SH
35 CHUBB LTD SWITZ CB H1467J104 $826.2K 0.80% 2,535 SH
36 SCHWAB STRATEGIC TR SCHF 808524805 $819.7K 0.79% 33,120 SH
37 SALESFORCE INC CRM 79466L302 $818.2K 0.79% 4,383 SH
38 DUKE ENERGY CORP NEW DUK 26441C204 $807.0K 0.78% 6,163 SH
39 SPDR INDEX SHS FDS WDIV 78463X459 $763.3K 0.74% 9,894 SH
40 MASTERCARD INCORPORATED MA 57636Q104 $742.5K 0.72% 1,486 SH
41 TEXAS INSTRS INC TXN 882508104 $740.3K 0.72% 3,813 SH
42 VALERO ENERGY CORP VLO 91913Y100 $736.3K 0.71% 2,980 SH
43 SELECT SECTOR SPDR TR XLK 81369Y803 $670.5K 0.65% 5,045 SH
44 MERCK & CO INC MRK 58933Y105 $663.9K 0.64% 5,519 SH
45 VANGUARD INDEX FDS VV 922908637 $642.5K 0.62% 2,150 SH
46 ISHARES TR IQLT 46434V456 $630.6K 0.61% 13,641 SH
47 SPDR SERIES TRUST SPYG 78464A409 $607.5K 0.59% 6,205 SH
48 CSX CORP CSX 126408103 $578.8K 0.56% 14,100 SH
49 L3HARRIS TECHNOLOGIES INC LHX 502431109 $560.5K 0.54% 1,624 SH
50 SOLSTICE ADVANCED MATLS INC SOLS 83443Q103 $546.1K 0.53% 7,170 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-07 $103.3M 80 0001754960-26-000201
2025-12-31 2026-01-07 $97.6M 78 0001754960-26-000008