Crescent Sterling, Ltd.

All 13F Filings

Location
Metairie, LA
Most recent 13F
Q4 2025
Holdings value ($000)
97,555
Description
Website
Founded
Chairman
CEO
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
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.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 91.17 K 93.5% 2.458 K 0 2.458 K
ETFs 6.385 K 6.5% 9 0 9
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
1/7/2026
Total value ($000)
97,555
Holdings
78
QoQ value change ($000)
2,472 (2.6%)
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.