Crescent Sterling, Ltd. - Portfolio overview
Crescent Sterling, Ltd. has 82 reported holdings in this dataset, with the latest filing dated 2026-04-07.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Healthcare.
Largest reported holdings by portfolio allocation
- SCHD - SCHWAB STRATEGIC TR, 7.95%
- JNJ - JOHNSON & JOHNSON, 5.14%
- AAPL - APPLE INC, 4.29%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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