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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 $100,251,411
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 70,609 $5,375,473 5.36%
2.
Apple Inc.
 AAPL 26,538 $5,109,406 5.09%
3.
Microsoft Corp
 MSFT 12,640 $4,752,973 4.74%
4.
Chevron Corp
 CVX 27,653 $4,124,721 4.11%
5.
Johnson & Johnson
 JNJ 23,787 $3,728,328 3.71%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)