| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 5.5% |
| APPLE INC | 7 | Q2 2024 | 5.5% |
| CHEVRON CORP NEW | 7 | Q2 2024 | 5.1% |
| MICROSOFT CORP | 7 | Q2 2024 | 5.1% |
| JOHNSON & JOHNSON | 7 | Q2 2024 | 5.1% |
| PROCTER AND GAMBLE CO | 7 | Q2 2024 | 4.3% |
| PEPSICO INC | 7 | Q2 2024 | 4.1% |
| ABBVIE INC | 7 | Q2 2024 | 3.7% |
| JPMORGAN CHASE & CO. | 7 | Q2 2024 | 3.7% |
| CISCO SYS INC | 7 | Q2 2024 | 4.3% |
View Crescent Sterling, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-15 |
| 13F-HR | 2024-07-17 |
| N-PX | 2024-07-17 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-20 |
View Crescent Sterling, Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.