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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 $97,471,796
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 230,204 $6,289,180 6.45%
2.
Apple Inc.
 AAPL 23,653 $5,923,070 6.07%
3.
Microsoft Corp
 MSFT 11,730 $4,944,302 5.07%
4.
Jpmorgan Chase & Co
 JPM 17,589 $4,216,259 4.32%
5.
Procter & Gamble Co
 PG 22,362 $3,749,064 3.84%
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)