Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Crescent Sterling, Ltd. (CIK 1962005) reported $103.3M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($8.3M, 8.01%), JNJ ($5.4M, 5.18%), AAPL ($4.5M, 4.32%), JPM ($4.4M, 4.26%), MSFT ($4.2M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $8.3M | 8.01% | 269,971 | Added |
| 2 | JNJ | JOHNSON & JOHNSON | $5.4M | 5.18% | 21,920 | Added |
| 3 | AAPL | APPLE INC | $4.5M | 4.32% | 17,607 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $4.4M | 4.26% | 14,974 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $4.2M | 4.08% | 11,378 | Added |
| 6 | CVX | CHEVRON CORPORATION | $3.9M | 3.79% | 18,951 | Trimmed |
| 7 | CSCO | CISCO SYS INC | $3.6M | 3.51% | 46,742 | Added |
| 8 | ABBV | ABBVIE INC | $3.2M | 3.14% | 14,901 | Added |
| 9 | MDY | STATE STR SPDR S&P MIDCAP 40 | $3.2M | 3.05% | 5,118 | Added |
| 10 | AMGN | AMGEN INC | $3.1M | 3.01% | 8,834 | Trimmed |
| 11 | PG | PROCTER & GAMBLE CO | $2.8M | 2.66% | 19,045 | Added |
| 12 | XOM | EXXON MOBIL CORP | $2.7M | 2.62% | 15,957 | Trimmed |
| 13 | HD | HOME DEPOT INC | $2.7M | 2.60% | 8,168 | Added |
| 14 | PEP | PEPSICO INC | $2.4M | 2.32% | 15,473 | Added |
| 15 | APD | AIR PRODUCTS AND CHEMICALS I | $2.2M | 2.13% | 7,565 | Trimmed |
| 16 | PSX | PHILLIPS 66 | $2.2M | 2.10% | 11,889 | Trimmed |
| 17 | SCHG | SCHWAB STRATEGIC TR | $2.0M | 1.91% | 67,663 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $1.9M | 1.84% | 1,904 | Trimmed |
| 19 | WMT | WALMART INC | $1.9M | 1.81% | 15,054 | Trimmed |
| 20 | HON | HONEYWELL INTL INC | $1.8M | 1.71% | 7,824 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $1.6M | 1.52% | 8,978 | Added |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $1.5M | 1.50% | 30,836 | Added |
| 23 | AMZN | AMAZON COM INC | $1.5M | 1.46% | 7,227 | Added |
| 24 | CMI | CUMMINS INC | $1.3M | 1.21% | 2,325 | Trimmed |
| 25 | VCSH | VANGUARD SCOTTSDALE FDS | $1.1M | 1.08% | 14,103 | Added |
Source: SEC Form 13F filings · as of 2026-03-31