account_balance
Investment manager · 13F filer · SEC CIK 1962005
Crescent Sterling, Ltd.
Reported value$122Mas of Sep 30, 2026
Positions92 11 new, 4 sold out
Top 10 weight42.0%SCHD alone is 8%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHDSchwab Strategic Tr
7.7%Added +3%
MSFTMicrosoft Corp
4.9%
JNJJohnson & Johnson
4.8%
AAPLApple Inc.
4.6%Trimmed −4%
CSCOCisco Systems, Inc.
4.1%
JPMJPMorgan Chase & Co
3.9%Trimmed −3%
AMGNAmgen Inc
3.2%
ABBVAbbVie Inc.
3.2%
CVXChevron Corp
3.0%
MDYSPDR S&P Midcap 400 ETF Trust
2.7%Trimmed −2%
PGProcter & Gamble Co
2.4%
PSXPhillips 66
2.3%Trimmed −6%
SCHDSchwab Strategic Tr
7.7%Added +3%
MSFTMicrosoft Corp
4.9%
JNJJohnson & Johnson
4.8%
AAPLApple Inc.
4.6%−4%
CSCOCisco Systems, Inc.
4.1%
JPMJPMorgan Chase & Co
3.9%
AMGNAmgen Inc
3.2%
ABBVAbbVie Inc.
3.2%
CVXChevron Corp
3.0%
MDY2.7%PG2.4%PSX2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHD Schwab Strategic Tr 7.7% Added +3%
MSFT Microsoft Corp 4.9% HeldJNJ Johnson & Johnson 4.8% HeldAAPL Apple Inc. 4.6% Trimmed −4%CSCO Cisco Systems, Inc. 4.1% HeldJPM JPMorgan Chase & Co 3.9% Trimmed −3%AMGN Amgen Inc 3.2% HeldABBV AbbVie Inc. 3.2% HeldCVX Chevron Corp 3.0% HeldMDY SPDR S&P Midcap 400 ETF Trust 2.7% Trimmed −2%PG Procter & Gamble Co 2.4% HeldPSX Phillips 66 2.3% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
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