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Disclosery

13F-HR filed by Crescent Sterling, Ltd.

Crescent Sterling, Ltd. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-07, with 78 holding rows worth $97,554,738.

Accession
0001754960-26-000008
Filer
CIK 1962005
Filed
2026-01-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 78 entries on the cover page, a total value of $97,554,738 stated on the cover page (in dollars after the unit check, H1), rows summing to $97,554,738 with VALUE read as dollars as filed, 13F file number 028-22741. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SCHD808524797COM263,398$7,225,007dollars as filed
Microsoft Corp594918104COM10,999$5,319,444dollars as filed
JPMorgan Chase & Co46625H100COM15,107$4,867,778dollars as filed
Apple Inc037833100COM17,818$4,844,050dollars as filed
Johnson & Johnson478160104COM21,910$4,534,239dollars as filed
Cisco Systems,Inc.17275R102COM46,145$3,554,560dollars as filed
AbbVie,Inc.00287Y109COM14,851$3,393,305dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS4,964$2,994,961dollars as filed
Chevron Corporation166764100COM19,434$2,961,936dollars as filed
Amgen Inc.031162100COM8,995$2,944,153dollars as filed
Home Depot, Inc437076102COM8,008$2,755,542dollars as filed
Procter & Gamble Co742718109COM18,521$2,654,283dollars as filed
PepsiCo,Inc.713448108COM15,445$2,216,640dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS66,502$2,169,295dollars as filed
EXXON MOBIL CORP30231G102COM16,231$1,953,197dollars as filed
AIR PRODS & CHEMS INC009158106COM7,614$1,880,810dollars as filed
Walmart Inc.931142103COM15,726$1,752,025dollars as filed
Costco Wholesale Corporation22160K105COM1,919$1,654,830dollars as filed
PHILLIPS 66 COM718546104Stock12,059$1,556,093dollars as filed
NVIDIA Corp67066G104COM8,324$1,552,426dollars as filed
Honeywell Technologies438516106COM7,560$1,474,880dollars as filed
Amazon.com, Inc023135106COM6,319$1,458,592dollars as filed
Abbott Laboratories002824100COM10,327$1,293,870dollars as filed
Verizon Communications Inc92343V104COM30,663$1,248,885dollars as filed
CUMMINS INC COM231021106Stock2,392$1,220,996dollars as filed
Qualcomm Incorporated747525103COM7,031$1,202,653dollars as filed
Intuit Inc.461202103COM1,750$1,159,235dollars as filed
STANLEY BLACK & DECKER INC COM854502101Stock14,451$1,073,420dollars as filed
Schwab US Mid-Cap ETF808524508SHS34,824$1,047,158dollars as filed
Salesforce.com, Inc79466L302COM3,774$999,774dollars as filed
VANGUARD S&P SMALL-CAP 600 GROWTH ETF921932794ETF7,644$927,104dollars as filed
SHELL PLC SPON ADS780259305ADR12,148$892,635dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS30,246$861,406dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF32,590$783,464dollars as filed
PACCAR INC COM693718108Stock6,992$765,643dollars as filed
Chubb LimitedH1467J104COM2,442$762,197dollars as filed
Lockheed Martin Corporation539830109COM1,510$730,342dollars as filed
MasterCard, Inc57636Q104COM1,274$727,301dollars as filed
Duke Energy Corporation26441C204COM6,118$717,091dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF2,150$676,820dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS6,303$672,530dollars as filed
Texas Instruments Incorporated882508104COM3,823$663,252dollars as filed
SPDR INDEX SHS FDS78463X459ST STR SP GLBDIV7,672$578,823dollars as filed
ISHARES TR46434V456MSCI INTL QUALTY12,726$578,397dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS3,944$567,818dollars as filed
Merck & Co.,Inc.58933Y105COM5,215$548,956dollars as filed
VALERO ENERGY CORP COM91913Y100Stock3,260$530,695dollars as filed
Oracle Corporation68389X105COM2,707$527,694dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM6,576$524,304dollars as filed
CSX Corporation126408103COM14,400$522,000dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock1,724$506,115dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL8,698$494,133dollars as filed
GENERAL MILLS INC COM370334104Stock10,138$471,409dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock4,478$451,787dollars as filed
Raytheon Technologies Corporation75513E101COM2,315$424,571dollars as filed
Coca-Cola Company191216100COM6,045$422,633dollars as filed
Eli Lilly and Company532457108COM380$408,378dollars as filed
GENUINE PARTS CO COM372460105Stock2,981$366,596dollars as filed
SELECTIVE INS GROUP INC816300107COM4,290$358,944dollars as filed
SPDR S&P 600 Small Cap Value ETF78464A300SHS3,920$356,602dollars as filed
INVESCO EXCHANGE TRADED FD T46137V282S&P500 EQL TEC7,717$351,201dollars as filed
Bristol-Myers Squibb Company110122108COM6,200$334,428dollars as filed
SPY78462F103SHS488$332,777dollars as filed
SPDR SERIES TRUST78464a201ST STR SP600GRWO3,425$322,601dollars as filed
SPDR S&P Aerospace & Defense ETF78464A631SHS1,289$310,958dollars as filed
Invesco S&P MidCap Momentum ETF46137V464SHS2,233$309,181dollars as filed
SOLS83443Q103COM6,262$304,208dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL6,554$296,306dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS10,010$269,369dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock6,494$261,059dollars as filed
REALTY INCOME CORP COM756109104REIT4,584$258,400dollars as filed
Union Pacific Corporation907818108COM1,103$255,146dollars as filed
META PLATFORMS INC CL A30303M102COM371$244,933dollars as filed
INVESCO QQQ TR46090E103COM396$243,267dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock279$215,352dollars as filed
CORTEVA INC COM22052L104Stock3,182$213,289dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM455$213,286dollars as filed
QUIPT HOME MEDICAL CORP74880P104COM10,000$35,300dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000008this filing2026-01-07acceptance time not in the bulk data set