Latest Crane Advisory, LLC Stock Portfolio
Crane Advisory, LLC Performance:
2025 Q3: 1%YTD: 0.73%2024: -0.93%
Performance for 2025 Q3 is 1%, and YTD is 0.73%, and 2024 is -0.93%.
About Crane Advisory, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Crane Advisory, LLC reported an equity portfolio of $636.2 Millions as of 30 Sep, 2025.
The top stock holdings of Crane Advisory, LLC are VB, PAB, VB. The fund has invested 17.2% of it's portfolio in VANGUARD INDEX FDS and 15.6% of portfolio in PGIM ETF TR.
They significantly reduced their stock positions in APPLE INC (AAPL), BOEING CO (BA) and CATERPILLAR INC (CAT). Crane Advisory, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), TJX COS INC NEW (TJX) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), FIDELITY WISE ORIGIN BITCOIN and ISHARES TR (DMXF).
The top stock holdings of Crane Advisory, LLC are VB, PAB, VB. The fund has invested 17.2% of it's portfolio in VANGUARD INDEX FDS and 15.6% of portfolio in PGIM ETF TR.
They significantly reduced their stock positions in APPLE INC (AAPL), BOEING CO (BA) and CATERPILLAR INC (CAT). Crane Advisory, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), TJX COS INC NEW (TJX) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), FIDELITY WISE ORIGIN BITCOIN and ISHARES TR (DMXF).
Crane Advisory, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Crane Advisory, LLC made a return of 1% in the last quarter. In trailing 12 months, it's portfolio return was 1.12%.
New Buys
| Ticker | $ Bought |
|---|---|
| j p morgan exchange traded f | 224,818 |
| tjx cos inc new | 221,696 |
| tesla inc | 211,672 |
| sprott asset management lp | 171,381 |
New stocks bought by Crane Advisory, LLC
Additions
| Ticker | % Inc. |
|---|---|
| amazon com inc | 10.65 |
| fidelity wise origin bitcoin | 6.89 |
| ishares tr | 6.44 |
| ishares tr | 4.39 |
| j p morgan exchange traded f | 3.97 |
| spdr series trust | 3.64 |
| pgim etf tr | 3.56 |
| vanguard index fds | 2.87 |
Additions to existing portfolio by Crane Advisory, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| apple inc | -38.77 |
| boeing co | -11.17 |
| caterpillar inc | -6.77 |
| vanguard index fds | -4.38 |
| realty income corp | -3.83 |
| ishares tr | -3.73 |
| vanguard index fds | -2.51 |
| ishares tr | -1.55 |
Crane Advisory, LLC reduced stake in above stock
Sold off
Sector Distribution
Crane Advisory, LLC has about 95% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 95 |
| Technology | 2.7 |
| Communication Services | 1.2 |
Market Cap. Distribution
Crane Advisory, LLC has about 4.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 95 |
| MEGA-CAP | 4.4 |
Stocks belong to which Index?
About 5% of the stocks held by Crane Advisory, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 95 |
| S&P 500 | 5 |
Crane Advisory, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Crane Advisory, LLC
Crane Advisory, LLC has 50 stocks in it's portfolio. About 88.2% of the portfolio is in top 10 stocks. DIS proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Crane Advisory, LLC last quarter.
Last Reported on: 15 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.94 | 48,614 | 12,350,000 | reduced | -38.77 | ||
| AAXJ | ishares tr | 0.06 | 3,296 | 363,360 | reduced | -1.55 | ||
| ACWF | ishares tr | 0.18 | 25,187 | 1,121,580 | reduced | -1.13 | ||
| AGT | ishares tr | 1.53 | 121,186 | 9,761,530 | added | 4.39 | ||
| AMZN | amazon com inc | 0.19 | 5,238 | 1,192,900 | added | 10.65 | ||
| AON | aon plc | 0.09 | 1,631 | 587,845 | reduced | -0.73 | ||
| BA | boeing co | 0.06 | 1,702 | 367,632 | reduced | -11.17 | ||
| BBAX | j p morgan exchange traded f | 11.76 | 1,477,570 | 74,780,000 | added | 3.97 | ||
| BBAX | j p morgan exchange traded f | 0.04 | 4,462 | 224,818 | new | |||
| BIL | spdr series trust | 4.38 | 950,856 | 27,831,500 | added | 3.64 | ||
| BNDW | vanguard scottsdale fds | 0.17 | 3,471 | 1,056,980 | unchanged | 0.00 | ||
| CAT | caterpillar inc | 0.06 | 826 | 413,297 | reduced | -6.77 | ||
| CSD | invesco exchange traded fd t | 0.22 | 31,040 | 1,414,490 | unchanged | 0.00 | ||
| CVX | chevron corp new | 0.07 | 2,767 | 419,588 | unchanged | 0.00 | ||
| DIS | disney walt co | 0.06 | 3,257 | 361,494 | unchanged | 0.00 | ||
| DMXF | ishares tr | 0.31 | 19,881 | 1,997,240 | added | 6.44 | ||
| DMXF | ishares tr | 0.04 | 4,934 | 256,198 | reduced | -3.73 | ||
| EDV | vanguard world fd | 0.15 | 7,126 | 980,395 | unchanged | 0.00 | ||
| EIX | edison intl | 0.07 | 8,198 | 435,066 | added | 0.5 | ||
| EMGF | ishares inc | 0.76 | 72,420 | 4,823,160 | added | 0.46 | ||