Crescent Sterling, Ltd.

All 13F Filings

Location
Metairie, LA
Most recent 13F
Q2 2026
Holdings value ($000)
111,798
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/7/2026 85 111,798 13F-HR Crescent Sterling, Ltd.
Q1 2026 4/7/2026 80 103,346 13F-HR Crescent Sterling, Ltd.
Q4 2025 1/7/2026 78 97,555 13F-HR Crescent Sterling, Ltd.
Q3 2025 10/15/2025 74 95,083 13F-HR Crescent Sterling, Ltd.
Q2 2025 8/4/2025 72 89,375 13F-HR Crescent Sterling, Ltd.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 81.44 K 72.8% 3.475 K 0 3.475 K
ETFs 30.36 K 27.2% 4.976 K 0 4.976 K
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Fund Snapshot

Q2 2026
Latest filed
7/7/2026
Total value ($000)
111,798
Holdings
85
QoQ value change ($000)
8,452 (8.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.