Crescent Sterling, Ltd.: 13F holdings
CIK 19620052026Q2
| Positions | 85 |
|---|---|
| Reported value | $111.8m |
| Filed | 2026-07-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHD SCHWAB STRATEGIC TR | 277,997 | $8.8m | 7.9% |
| JNJ JOHNSON & JOHNSON | 22,059 | $5.6m | 5.0% |
| CSCO CISCO SYS INC | 45,333 | $5.3m | 4.8% |
| AAPL APPLE INC | 17,447 | $5.0m | 4.5% |
| JPM JPMORGAN CHASE & CO | 14,852 | $4.9m | 4.3% |
| MSFT MICROSOFT CORP | 11,584 | $4.3m | 3.9% |
| ABBV ABBVIE INC | 15,059 | $3.8m | 3.4% |
| MDY STATE STR SPDR S&P MIDCAP 40 | 5,163 | $3.6m | 3.2% |
| AMGN AMGEN INC | 9,182 | $3.3m | 3.0% |
| CVX CHEVRON CORPORATION | 17,607 | $2.9m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962005")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.