StockDriftsStockDriftsTop 50 Crescent Sterling, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 8.01% | 270.0K | $8.3M | +2.50%(+6.57K) | $24.67(+28.43%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 5.18% | 21.9K | $5.4M | +0.05%(+10) | $169.09(+33.39%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.32% | 17.6K | $4.5M | -1.18%(-211) | $134.53(+111.24%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.26% | 15.0K | $4.4M | -0.88%(-133) | $120.51(+156.73%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.08% | 11.4K | $4.2M | +3.45%(+379) | $249.92(+64.60%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.79% | 19.0K | $3.9M | -2.49%(-483) | $161.85(+19.02%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 3.51% | 46.7K | $3.6M | +1.29%(+597) | $45.77(+106.01%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 3.14% | 14.9K | $3.2M | +0.34%(+50) | $148.90(+38.42%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 3.05% | 5.1K | $3.2M | +3.10%(+154) | $485.69(+37.71%) | 2026-03-31 | |
| AMGN | AMGEN INC | 3.01% | 8.8K | $3.1M | -1.79%(-161) | $248.03(+32.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.87% | +25.52% |
| Top 20 Holdings Unweighted | +8.64% | +28.22% |
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