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
Track This Portfolio

Track Crescent Sterling, Ltd. Portfolio

Follow Crescent Sterling, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crescent Sterling, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Crescent Sterling, Ltd. with notifications on news.