§ 13F · FUND PROFILE
Crescent Sterling, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $89.4T (13F)Positions · 72Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$97.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 263K | $7.2T | 7.4% | NEW |
| 2 | MSFT | MICROSOFT CORP | 11K | $5.3T | 5.5% | NEW |
| 3 | JPM | JPMORGAN CHASE & CO. | 15K | $4.9T | 5.0% | NEW |
| 4 | AAPL | APPLE INC | 18K | $4.8T | 5.0% | NEW |
| 5 | JNJ | JOHNSON & JOHNSON | 22K | $4.5T | 4.6% | NEW |
| 6 | CSCO | CISCO SYS INC | 46K | $3.6T | 3.6% | NEW |
| 7 | ABBV | ABBVIE INC | 15K | $3.4T | 3.5% | NEW |
| 8 | MDY | SPDR S&P MIDCAP 400 ETF TR | 5K | $3.0T | 3.1% | NEW |
| 9 | CVX | CHEVRON CORP NEW | 19K | $3.0T | 3.0% | NEW |
| 10 | AMGN | AMGEN INC | 9K | $2.9T | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CRESCENT SIGNAL
AC read
Crescent Sterling, Ltd. is a Other fund managing $89375.0 trillion in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed