13F Insight
DOSSIER · 13F-HR · Q3 2026

Crescent Sterling, Ltd.

$122M in tracked AUM across 92 positions as of Q3 2026.

CS
CIK 0001962005 · last filed Sep 30, 2026
Total AUM
$122M
as of Q3 2026
Holdings
92
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Crescent Sterling, Ltd. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$9M288K7.7%02
MSFT
MICROSOFT CORP
$6M12K4.9%03
JNJ
JOHNSON & JOHNSON
$6M22K4.8%04
AAPL
APPLE INC
$6M17K4.6%05
CSCO
CISCO SYS INC
$5M46K4.1%06
JPM
JPMORGAN CHASE & CO
$5M14K3.9%07
AMGN
AMGEN INC
$4M9K3.2%08
ABBV
ABBVIE INC
$4M15K3.2%09
CVX
CHEVRON CORPORATION
$4M18K3.0%10
MDY
STATE STR SPDR S&P MIDCAP 40
$3M5K2.7%

Filing history

2026Q3Sep 30
$122M▲ 9.0%
92 positionsView →2026Q2Jun 30
$112M▲ 8.2%
85 positionsView →2026Q1Mar 31
$103M▲ 5.9%
80 positionsView →2025Q4Dec 31
$98M▲ 2.6%
78 positionsView →2025Q3Sep 30
$95M▲ 6.4%
74 positionsLocked2025Q2Jun 30
$89M▼ 8.4%
72 positionsLocked2025Q1Mar 31
$98M▲ 0.1%
75 positionsLocked2024Q4Dec 31
$97M▼ 7.2%
75 positionsLocked2024Q3Sep 30
$105M▲ 0.6%
77 positionsLocked2024Q2Jun 30
$104M▼ 4.9%
77 positionsLocked2024Q1Mar 31
$110M▲ 9.5%
80 positionsLocked2023Q4Dec 31
$100M▲ 6.1%
76 positionsLocked
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