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Crescent Sterling, Ltd. - Portfolio Stock Holdings

Crescent Sterling, Ltd. disclosed 96 stock positions in a recent SEC 13F filing. $121,870,105 of stock holdings were filed, with the largest holdings including SCHD, MSFT, and JNJ. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $210,200,000 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

96

Est. Stock Holding Value:

$121,870,105

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Crescent Sterling, Ltd.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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