Crescent Sterling, Ltd. Portfolio Holdings

Crescent Sterling, Ltd.

  • $95.1 Billion
  • Q3 2025

Crescent Sterling, Ltd. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $95.1 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $6.85B, Microsoft Corp with a value of $5.64B, Jpmorgan Chase & CO with a value of $4.8B, Apple Inc. with a value of $4.61B, and Johnson & Johnson with a value of $4.08B.

Examining the 13F form we can see an increase of $5.71B in the current position value, from $89.4B to 95.1B.

Crescent Sterling, Ltd. is based out at Metairie, LA

Below you can find more details about Crescent Sterling, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $95.1 Billion
ETFs: $21.2 Billion
Technology: $19.7 Billion
Healthcare: $12.6 Billion
Consumer Defensive: $9.79 Billion
Energy: $8.29 Billion
Industrials: $6.6 Billion
Financial Services: $6.5 Billion
Consumer Cyclical: $4.86 Billion
Other: $5.3 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $95.1 Billion
  • Prior Value $89.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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