13F Insight
DOSSIER · 13F-HR · Q2 2026

Crescent Sterling, Ltd.

$112M in tracked AUM across 85 positions as of Q2 2026.

CS
CIK 0001962005 · last filed Jun 30, 2026
Total AUM
$112M
as of Q2 2026
Holdings
85
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Crescent Sterling, Ltd. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$9M278K7.9%02
JNJ
JOHNSON & JOHNSON
$6M22K5.0%03
CSCO
CISCO SYS INC
$5M45K4.8%04
AAPL
APPLE INC
$5M17K4.5%05
JPM
JPMORGAN CHASE & CO
$5M15K4.3%06
MSFT
MICROSOFT CORP
$4M12K3.9%07
ABBV
ABBVIE INC
$4M15K3.4%08
MDY
STATE STR SPDR S&P MIDCAP 40
$4M5K3.2%09
AMGN
AMGEN INC
$3M9K3.0%10
CVX
CHEVRON CORPORATION
$3M18K2.6%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$95M▼ 10.3%
72 positionsLocked
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