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Home > Institutional Investor > Crescent Sterling, Ltd. > Profile

Instuitional Investor - Crescent Sterling, Ltd.

Fund Profile
Filing Period:
Fund Name: Crescent Sterling, Ltd.
Portfolio Value $97,521,392
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 244,158 $6,826,658 7%
2.
Apple Inc.
 AAPL 22,482 $4,993,859 5.12%
3.
Microsoft Corp
 MSFT 11,854 $4,450,017 4.56%
4.
Jpmorgan Chase & Co
 JPM 17,375 $4,262,088 4.37%
5.
Chevron Corp
 CVX 23,858 $3,991,205 4.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)