Crescent Capital Consulting, LLC

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CIK 1676613

13F portfolio (2021-Q4)

$607M

Positions

503

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2021-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2021-Q4)

Holdings

486

Top 5

27.2%

Top 10

39.8%

Effective N

36.5

HHI

0.027

This quarter

26 new · 0 exit →

By sector

Unclassified72.3%

Information Technology5.6%

Materials4.3%

Health Care4.1%

Consumer Discretionary3.2%

Financials2.8%

Consumer Staples2.3%

Industrials1.9%

Other3.5%

By market cap

Unknown72.9%

Mega (>$200B)14.3%

Large ($10–200B)12.0%

Mid ($2–10B)0.7%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

Other72.3%

North America27.3%

Europe0.4%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	72.71%	178
Pharmaceuticals & Biotechnology	3.61%	18
Metals & Mining	3.41%	3
Specialty Retail	2.63%	11
Technology Hardware & Equipment	2.19%	13
Software	1.63%	9
Oil, Gas & Consumable Fuels	1.61%	16
Beverages	1.50%	6
Banks	1.42%	18
Semiconductors & Semiconductor Equipment	1.26%	13
Machinery	0.98%	12
Chemicals	0.86%	13
Software & IT Services	0.70%	11
Capital Markets	0.68%	8
Health Care Equipment & Supplies	0.68%	10
Diversified Telecommunication Services	0.68%	7
Tobacco	0.53%	3
Utilities	0.47%	18
Hotels, Restaurants & Leisure	0.30%	9
Road & Rail	0.30%	5
Insurance	0.28%	9
Food Products	0.26%	10
Aerospace & Defense	0.22%	8
Automobiles & Components	0.16%	6
Equity Real Estate Investment Trusts (REITs)	0.15%	14
Entertainment	0.11%	2
Communications Equipment	0.11%	1
Distributors	0.09%	5
Professional Services	0.08%	1
Electrical Equipment & Components	0.07%	4
Airlines	0.06%	3
Commercial Services & Supplies	0.06%	12
Paper & Forest Products	0.06%	5
Real Estate Management & Development	0.04%	3
Media & Entertainment	0.03%	3
Food & Staples Retailing	0.03%	1
Household Durables	0.02%	3
Transportation Infrastructure	0.01%	2
Health Care Providers & Services	0.01%	3
Agricultural Products	0.00%	1
Life Sciences Tools & Services	0.00%	4
Marine	0.00%	1
Construction & Engineering	0.00%	2
Construction Materials	0.00%	1
Textiles, Apparel & Luxury Goods	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	11.05%
2	IWF	ISHARES TR	Unclassified	5.62%
3		INVESCO EXCH TRD SLF IDX FD	Unclassified	3.60%
4		INVESCO EXCH TRD SLF IDX FD	Unclassified	3.59%
5	FCX	FREEPORT-MCMORAN INC	Materials	3.29%
6	VONG	VANGUARD SCOTTSDALE FDS	Unclassified	2.94%
7	IWD	ISHARES TR	Unclassified	2.68%
8	IVW	ISHARES TR	Unclassified	2.49%
9	PSI	INVESCO EXCHANGE TRADED FD T	Unclassified	2.28%
10	TIP	ISHARES TR	Unclassified	2.27%

309/486 names classified · sector 27.7% of weight · industry 27.3% · mkt cap 27.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 5 quarters

Information TechnologyMSFT, AAPL, NVDA, INTC, ADP · other

MaterialsFCX, PG, GLW, CL, IP · other

Health CareLLY, MRK, JNJ, PFE, BMY · other

FinancialsBRK.B, BAC, JPM, BX, UNH · other

Consumer DiscretionaryAMZN, HD, LOW, WMT, MCD · other

Consumer StaplesKO, PM, DEO, MO, PEP · other

IndustrialsCAT, MMM, BWXT, CSX, NSC · other

EnergyXOM, CVX, COP, MPLX, HAL · other

Communication ServicesGOOG, T, VZ, LUMN, DIS · other

UtilitiesEPD, PPL, TRGP, ATO, SO · other

Real EstateWELL, COLD, O, VTR, CBRE · other

UnclassifiedIVV, INVESCO EXCH TRD SLF IDX FD, IWF, SPMB, IGIB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 27.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2021-Q4), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 26% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (266 classified)Crescent Capital Consulting, LLC centroid (Large Core)

Information TechnologyMaterialsHealth CareConsumer DiscretionaryFinancialsConsumer StaplesIndustrialsEnergyCommunication ServicesUtilitiesReal Estate

Style box summary for Crescent Capital Consulting, LLC: centroid Large Core. Heaviest cells: Large Core 8.6%, Large Value 7.6%, Large Growth 6.8%.

Classified: 26.1% of book weight (266/438 names) · unclassified 73.9%: IVV, , IWF, VONG, IWD, IVW, PSI, TIP, VONV, BSJO +162 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 503 positions (2021-Q4) · largest first · Δ vs 2021-Q3

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	140,585	$67M	11.0%	HOLD
2	IWFISHARES TR	1,123,817	$34M	5.6%	ADD 2%
3	INVESCO EXCH TRD SLF IDX FD	863,246	$22M	3.6%	ADD 7%
4	INVESCO EXCH TRD SLF IDX FD	938,547	$22M	3.6%	ADD 6%
5	FCXFREEPORT MCMORAN INC	478,980	$20M	3.3%	HOLD
6	VONGVANGUARD SCOTTSDALE FDS	227,502	$18M	2.9%	TRIM −3%
7	IWDISHARES TR	96,814	$16M	2.7%	ADD 5%
8	IVWISHARES TR	180,613	$15M	2.5%	ADD 48%
9	PSIINVESCO EXCHANGE TRADED FD T	89,947	$14M	2.3%	ADD 14%
10	TIPISHARES TR	106,596	$14M	2.3%	ADD 745%
11	VONVVANGUARD SCOTTSDALE FDS	156,983	$12M	1.9%	HOLD
12	BSJOINVESCO EXCH TRD SLF IDX FD	454,682	$11M	1.9%	NEW
13	VGKVANGUARD INTL EQUITY INDEX F	148,980	$10M	1.7%	ADD 82%
14	KBESPDR SERIES TRUST	185,710	$10M	1.7%	NEW
15	USMVISHARES TR	121,593	$10M	1.6%	ADD 167%
16	IVEISHARES TR	60,923	$10M	1.6%	ADD 5%
17	VNQVANGUARD INDEX FDS	80,984	$9M	1.5%	ADD 4%
18	IWMISHARES TR	40,023	$9M	1.5%	TRIM −11%
19	MSFTMICROSOFT CORP	25,136	$9M	1.4%	HOLD
20	VIGVANGUARD SPECIALIZED FUNDS	47,133	$8M	1.3%	TRIM −8%
21	EFAISHARES TR	102,431	$8M	1.3%	TRIM −30%
22	AAPLAPPLE INC	40,547	$7M	1.2%	HOLD
23	KOCOCA COLA CO	119,162	$7M	1.2%	ADD 48%
24	AMZNAMAZON COM INC	1,042	$7M	1.1%	HOLD
25	FDNFIRST TR EXCHANGE-TRADED FD	28,518	$6M	1.1%	TRIM −36%
26	VHTVANGUARD WORLD FD	24,094	$6M	1.1%	ADD 15%
27	DIASPDR DOW JONES INDL AVERAGE	17,510	$6M	1.0%	ADD 12%
28	ESGVVanguard ESG US Stock - ETF	71,493	$6M	1.0%	ADD 11%
29	ACWVISHARES INC	57,268	$6M	1.0%	ADD 171%
30	IBBISHARES TR	38,102	$6M	1.0%	ADD 8%
31	LLYELI LILLY & CO	19,548	$5M	0.9%	ADD 10%
32	PFFDGLOBAL X FDS	207,435	$5M	0.9%	TRIM −60%
33	HDHOME DEPOT INC	9,087	$5M	0.8%	HOLD
34	DVYEISHARES INC	125,094	$5M	0.8%	ADD 26%
35	PGPROCTER AND GAMBLE CO	27,568	$5M	0.7%	HOLD
36	PFEPFIZER INC	71,672	$4M	0.7%	ADD 12%
37	RSPINVESCO EXCHANGE TRADED FD T	24,526	$4M	0.7%	TRIM −49%
38	EQALINVESCO EXCH TRADED FD TR II	74,453	$4M	0.6%	TRIM −45%
39	MRKMERCK & CO INC	45,290	$4M	0.6%	ADD 9%
40	EEMVISHARES INC	54,848	$3M	0.6%	ADD 95%
41	NVDANVIDIA CORPORATION	11,511	$3M	0.6%	TRIM −3%
42	BWXTBWX TECHNOLOGIES INC	68,175	$3M	0.5%	ADD 991%
43	ACWIISHARES TR	30,803	$3M	0.5%	HOLD
44	JNJJOHNSON & JOHNSON	18,539	$3M	0.5%	TRIM −3%
45	XOMEXXON MOBIL CORP	51,304	$3M	0.5%	TRIM −5%
46	IJKISHARES TR	35,550	$3M	0.5%	TRIM −38%
47	GLDSPDR GOLD TR	17,634	$3M	0.5%	ADD 4%
48	IWSISHARES TR	24,424	$3M	0.5%	TRIM −24%
49	NEARISHARES U S ETF TR	59,603	$3M	0.5%	ADD 17%
50	IJJISHARES TR	26,790	$3M	0.5%	TRIM −24%
51	CVXCHEVRON CORP NEW	23,008	$3M	0.5%	ADD 5%
52	IWPISHARES TR	25,017	$3M	0.5%	TRIM −38%
53	IJHISHARES TR	9,416	$3M	0.4%	HOLD
54	LOWLOWES COS INC	9,327	$3M	0.4%	HOLD
55	BACBANK AMERICA CORP	50,170	$2M	0.4%	HOLD
56	BRK.BBERKSHIRE HATHAWAY INC DEL	8,011	$2M	0.4%	TRIM −9%
57	IWNISHARES TR	14,120	$2M	0.4%	TRIM −28%
58	IJTISHARES TR	16,778	$2M	0.4%	TRIM −52%
59	BMYBRISTOL-MYERS SQUIBB CO	36,491	$2M	0.4%	HOLD
60	JEPIJPMorgan Equity Premium Income ETF	36,000	$2M	0.4%	HOLD
61	BXBLACKSTONE INC	17,410	$2M	0.4%	HOLD
62	IJSISHARES TR	21,360	$2M	0.4%	TRIM −18%
63	IWOISHARES TR	7,490	$2M	0.4%	TRIM −50%
64	ISRGINTUITIVE SURGICAL INC	5,131	$2M	0.4%	ADD 201%
65	VBVANGUARD INDEX FDS	9,459	$2M	0.4%	ADD 11%
66	CWBSPDR SER TR	25,331	$2M	0.3%	HOLD
67	GOOGALPHABET INC	723	$2M	0.3%	HOLD
68	PMPHILIP MORRIS INTL INC	21,790	$2M	0.3%	HOLD
69	JPMJPMORGAN CHASE & CO	13,024	$2M	0.3%	ADD 22%
70	CATCATERPILLAR INC	9,886	$2M	0.3%	HOLD
71	SMMVISHARES TR	50,048	$2M	0.3%	ADD 261%
72	XSVMINVESCO EXCHANGE TRADED FD T	36,238	$2M	0.3%	TRIM −32%
73	ADPAUTOMATIC DATA PROCESSING IN	6,825	$2M	0.3%	HOLD
74	INTCINTEL CORP	33,998	$2M	0.3%	ADD 42%
75	AMLPALPS ETF TR	47,417	$2M	0.3%	HOLD
76	DEODIAGEO PLC	6,790	$1M	0.2%	HOLD
77	VZVERIZON COMMUNICATIONS INC	28,235	$1M	0.2%	ADD 5%
78	LUMNLUMEN TECHNOLOGIES INC	111,770	$1M	0.2%	HOLD
79	MMM3M CO	7,585	$1M	0.2%	HOLD
80	KKRKKR & CO INC	17,959	$1M	0.2%	TRIM −4%
81	XMVMINVESCO EXCHANGE TRADED FD T	27,268	$1M	0.2%	TRIM −34%
82	IBMINTERNATIONAL BUSINESS MACHS	9,717	$1M	0.2%	HOLD
83	WMTWALMART INC	8,802	$1M	0.2%	HOLD
84	CSCOCISCO SYS INC	19,682	$1M	0.2%	HOLD
85	UNHUNITEDHEALTH GROUP INC	2,369	$1M	0.2%	TRIM −4%
86	ABBVABBVIE INC	8,714	$1M	0.2%	HOLD
87	STXSEAGATE TECHNOLOGY HLDNGS PL	10,410	$1M	0.2%	HOLD
88	SPYSTATE STR SPDR S&P 500 ETF T	2,142	$1M	0.2%	ADD 9%
89	TAT&T INC	46,071	$1M	0.2%	TRIM −31%
90	MCDMCDONALDS CORP	3,946	$1M	0.2%	HOLD
91	MOALTRIA GROUP INC	22,334	$1M	0.2%	ADD 11%
92	AVGOBROADCOM INC	1,570	$1M	0.2%	HOLD
93	EPDENTERPRISE PRODS PARTNERS L	47,347	$1M	0.2%	HOLD
94	NSRGYNESTLE S A SPONSORED ADR	7,125	$1M	0.2%	HOLD
95	ADBEADOBE INC	1,454	$950,000	0.2%	HOLD
96	TSLATESLA INC	46	$868,000	0.1%	ADD 28%
97	KEYKEYCORP	37,042	$857,000	0.1%	HOLD
98	ARCCARES CAPITAL CORP	40,113	$850,000	0.1%	HOLD
99	PPLPPL CORP	26,165	$786,000	0.1%	HOLD
100	CSXCSX CORP	20,740	$780,000	0.1%	HOLD
101	INVESCO EXCH TRD SLF IDX FD	36,232	$778,000	0.1%	TRIM −90%
102	HALHALLIBURTON CO	33,500	$766,000	0.1%	ADD 2133%
103	ABTABBOTT LABS	5,420	$763,000	0.1%	HOLD
104	COPCONOCOPHILLIPS	10,282	$742,000	0.1%	HOLD
105	AXPAMERICAN EXPRESS CO	4,450	$728,000	0.1%	ADD 28%
106	FHNFIRST HORIZON CORPORATION	44,644	$727,000	0.1%	HOLD
107	VAWVANGUARD WORLD FD	3,491	$687,000	0.1%	ADD 14%
108	HPQHP INC	18,100	$684,000	0.1%	HOLD
109	QCOMQUALCOMM INC	3,566	$653,000	0.1%	ADD 39%
110	DISDISNEY WALT CO	4,145	$642,000	0.1%	HOLD
111	PIIMPINJ INC	7,000	$621,000	0.1%	HOLD
112	NSCNORFOLK SOUTHN CORP	2,075	$618,000	0.1%	ADD 71%
113	ROPROPER TECHNOLOGIES INC	1,250	$614,000	0.1%	HOLD
114	AVOAAVOCA L L C COM NEW	618	$601,000	0.1%	HOLD
115	GLWCORNING INC	15,600	$580,000	0.1%	HOLD
116	ENBENBRIDGE INC	13,880	$543,000	0.1%	ADD 47%
117	TXNTEXAS INSTRS INC	2,836	$535,000	0.1%	HOLD
118	FRFHFFAIRFAX FINL HLDGS LTD SUB VTG ISIN CA3039011026	1,066	$525,000	0.1%	HOLD
119	RRBIRED RIVER BANCSHARES INC	9,437	$505,000	0.1%	HOLD
120	IWBISHARES TR	1,848	$489,000	0.1%	HOLD
121	CLCOLGATE PALMOLIVE CO	5,534	$474,000	0.1%	HOLD
122	PAYXPAYCHEX INC	3,481	$474,000	0.1%	HOLD
123	ROYAL DUTCH SHELL PLC	10,682	$463,000	0.1%	HOLD
124	BDXBECTON DICKINSON & CO	1,750	$441,000	0.1%	HOLD
125	MDLZMONDELEZ INTL INC	6,511	$432,000	0.1%	HOLD
126	RFREGIONS FINANCIAL CORP NEW	19,342	$421,000	0.1%	HOLD
127	ROYAL DUTCH SHELL PLC	9,267	$402,000	0.1%	HOLD
128	WELLWELLTOWER INC	4,586	$393,000	0.1%	HOLD
129	HWCHANCOCK WHITNEY CORPORATION	7,834	$392,000	0.1%	ADD 24%
130	RTXRTX CORPORATION	4,510	$387,000	0.1%	HOLD
131	SANDERSON FARMS INC	2,000	$382,000	0.1%	HOLD
132	AGGISHARES TR	3,317	$379,000	0.1%	HOLD
133	DHRDANAHER CORP DEL	1,135	$373,000	0.1%	HOLD
134	MPCMARATHON PETE CORP	5,700	$365,000	0.1%	HOLD
135	VOOVANGUARD INDEX FDS	808	$353,000	0.1%	NEW
136	MRNAMODERNA INC	1,335	$339,000	0.1%	ADD 18%
137	MPLXMPLX LP	10,900	$323,000	0.1%	TRIM −35%
138	VGTVANGUARD WORLD FD	697	$320,000	0.1%	HOLD
139	PSXPHILLIPS 66	4,392	$319,000	0.1%	HOLD
140	UPSUNITED PARCEL SERVICE INC	1,073	$316,000	0.1%	HOLD
141	IWRISHARES TR	3,790	$315,000	0.1%	TRIM −6%
142	MCKMCKESSON CORP	1,260	$312,000	0.1%	HOLD
143	OEFISHARES TR	1,413	$310,000	0.1%	HOLD
144	DEDEERE & CO	900	$308,000	0.1%	HOLD
145	PEPPEPSICO INC	1,727	$299,000	0.0%	HOLD
146	NVSNOVARTIS AG	3,303	$289,000	0.0%	HOLD
147	SHLAFSCHINDLER HOLDING AG	1,100	$288,000	0.0%	HOLD
148	HPEHEWLETT PACKARD ENTERPRISE C	18,100	$285,000	0.0%	HOLD
149	VTIVANGUARD INDEX FDS	1,171	$282,000	0.0%	ADD 47%
150	VDCVANGUARD WORLD FD	1,387	$277,000	0.0%	TRIM −87%
151	IYTISHARES TR	1,000	$276,000	0.0%	HOLD
152	ACWXISHARES TR	4,855	$270,000	0.0%	TRIM −97%
153	VWOVANGUARD INTL EQUITY INDEX F	5,427	$268,000	0.0%	TRIM −66%
154	TOTALENERGIES SE	5,376	$267,000	0.0%	HOLD
155	SBIOALPS ETF TR	6,000	$253,000	0.0%	HOLD
156	MARMARRIOTT INTL INC NEW	1,528	$252,000	0.0%	HOLD
157	GSGOLDMAN SACHS GROUP INC	650	$248,000	0.0%	HOLD
158	BABOEING CO	1,220	$246,000	0.0%	HOLD
159	GDGENERAL DYNAMICS CORP	1,162	$242,000	0.0%	HOLD
160	URIUNITED RENTALS INC	710	$236,000	0.0%	HOLD
161	NOCNORTHROP GRUMMAN CORP	600	$231,000	0.0%	HOLD
162	PDIPIMCO DYNAMIC INCOME FD	8,850	$229,000	0.0%	ADD 3%
163	AZNASTRAZENECA PLC	3,801	$221,000	0.0%	HOLD
164	PTYPIMCO CORPORATE & INCOME OPP	13,397	$221,000	0.0%	HOLD
165	EMREMERSON ELEC CO	2,348	$218,000	0.0%	HOLD
166	TFCTRUIST FINL CORP	3,668	$215,000	0.0%	HOLD
167	GPCGENUINE PARTS CO	1,500	$210,000	0.0%	HOLD
168	FDXFEDEX CORP	807	$209,000	0.0%	HOLD
169	IYEISHARES TR	6,927	$209,000	0.0%	HOLD
170	CMCSACOMCAST CORP NEW	4,101	$206,000	0.0%	ADD 201%
171	HONHONEYWELL INTL INC	985	$206,000	0.0%	ADD 18%
172	TRGPTARGA RES CORP	3,968	$206,000	0.0%	HOLD
173	VLOVALERO ENERGY CORP	2,725	$204,000	0.0%	HOLD
174	DRIDARDEN RESTAURANTS INC	1,300	$196,000	0.0%	HOLD
175	CBRECBRE GROUP INC	1,800	$195,000	0.0%	NEW
176	INVESCO EXCH TRD SLF IDX FD	8,839	$194,000	0.0%	HOLD
177	HSYHERSHEY CO	1,000	$193,000	0.0%	HOLD
178	CITHE CIGNA GROUP	813	$187,000	0.0%	ADD 27%
179	AAPADVANCE AUTO PARTS INC	775	$186,000	0.0%	HOLD
180	ATOATMOS ENERGY CORP	1,750	$184,000	0.0%	HOLD
181	STZCONSTELLATION BRANDS INC	735	$184,000	0.0%	HOLD
182	INVESCO EXCH TRD SLF IDX FD	8,309	$181,000	0.0%	HOLD
183	DVYISHARES TR	1,475	$181,000	0.0%	HOLD
184	CVSCVS HEALTH CORP	1,739	$180,000	0.0%	HOLD
185	IPINTERNATIONAL PAPER CO	3,757	$176,000	0.0%	HOLD
186	CMGCHIPOTLE MEXICAN GRILL INC	100	$175,000	0.0%	HOLD
187	ORCLORACLE CORP	2,000	$174,000	0.0%	HOLD
188	CAGCONAGRA BRANDS INC	5,100	$173,000	0.0%	HOLD
189	GISGENERAL MILLS INC	2,531	$170,000	0.0%	HOLD
190	PANWPALO ALTO NETWORKS INC	300	$167,000	0.0%	HOLD
191	KHCKRAFT HEINZ CO	4,509	$162,000	0.0%	HOLD
192	CCITIGROUP INC	2,600	$156,000	0.0%	ADD 18%
193	KMBKIMBERLY-CLARK CORP	1,063	$152,000	0.0%	HOLD
194	OGNORGANON & CO	4,862	$146,000	0.0%	ADD 7%
195	SNYSANOFI SA	2,886	$144,000	0.0%	HOLD
196	PCEFINVESCO EXCH TRADED FD TR II	5,900	$143,000	0.0%	HOLD
197	SLBSCHLUMBERGER LTD	4,784	$142,000	0.0%	HOLD
198	MKCMCCORMICK & CO INC	1,400	$135,000	0.0%	HOLD
199	SCHWSCHWAB CHARLES CORP	1,578	$133,000	0.0%	HOLD
200	COLDAMERICOLD REALTY TRUST INC	4,000	$131,000	0.0%	HOLD

showing the top 200 by weight

☆Crescent Capital Consulting, LLC