Aryn Sands

Crescent Sterling, Ltd.

Assets Managed

$111.798M

Holdings

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

8.18%(2Q avg: 7.06%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Crescent Sterling, Ltd.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Crescent Sterling, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 111.798M in assets, with a quarterly growth rate of 8.18% and a 2-quarter average growth rate of 7.06%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SCHD Schwab Us Dvd Equity Etf Recent Activity Increased 2.98%	7.89%	$8.815M 277,997 shares@ $31.72 avg price	Increased 2.98%
JNJ Johnson & Johnson Recent Activity Increased 0.64%	5.02%	$5.602M 22,059 shares@ $253.98 avg price	Increased 0.64%
CSCO Cisco Systems Inc Recent Activity Decreased -3.01%	4.77%	$5.325M 45,333 shares@ $117.47 avg price	Decreased -3.01%
AAPL Apple Inc Recent Activity Decreased -0.9%	4.52%	$5.049M 17,447 shares@ $289.37 avg price	Decreased -0.9%
JPM Jpmorgan Chase & Co Recent Activity Decreased -0.81%	4.35%	$4.862M 14,852 shares@ $327.33 avg price	Decreased -0.81%
MSFT Microsoft Corp Recent Activity Increased 1.82%	3.87%	$4.321M 11,584 shares@ $373.01 avg price	Increased 1.82%
ABBV Abbvie Inc Recent Activity Increased 1.07%	3.39%	$3.789M 15,059 shares@ $251.65 avg price	Increased 1.07%
MDY Spdr S&p Midcap 400 Etf Trst Recent Activity Increased 0.88%	3.25%	$3.631M 5,163 shares@ $703.3 avg price	Increased 0.88%
AMGN Amgen Inc Recent Activity Increased 3.94%	2.98%	$3.325M 9,182 shares@ $362.13 avg price	Increased 3.94%
CVX Chevron Corp Recent Activity Decreased -7.09%	2.62%	$2.919M 17,607 shares@ $165.76 avg price	Decreased -7.09%

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