Crescent Sterling, Ltd. 13F Holdings
CIK 0001962005 · METAIRIE, LA
As of Sep 30, 2025, Crescent Sterling, Ltd. reported 74 positions worth $95.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 250,759 | $6.8M | 7.20% |
| MICROSOFT CORP | MSFT | Technology | 10,898 | $5.6M | 5.94% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 15,213 | $4.8M | 5.05% |
| APPLE INC | AAPL | Technology | 18,104 | $4.6M | 4.85% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 21,983 | $4.1M | 4.29% |
| ABBVIE INC | ABBV | Equity | 15,511 | $3.6M | 3.78% |
| HOME DEPOT INC | HD | Consumer Cyclical | 7,926 | $3.2M | 3.38% |
| CISCO SYSTEMS INC | CSCO | Technology | 45,368 | $3.1M | 3.26% |
| CHEVRON CORP | CHV | Energy | 19,552 | $3.0M | 3.19% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 4,745 | $2.8M | 2.97% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 18,303 | $2.8M | 2.96% |
| AMGEN INC | AMGN | Healthcare | 8,909 | $2.5M | 2.64% |
| PEPSICO INC | PEP | Consumer Defensive | 15,455 | $2.2M | 2.28% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 66,992 | $2.1M | 2.25% |
| AIR PRODUCTS & CHEMICALS INC | APD | Basic Materials | 7,354 | $2.0M | 2.11% |
| EXXON MOBIL CORP | XOM | Energy | 16,550 |