Latest Crane Advisory, LLC Stock Portfolio

Crane Advisory, LLC Performance:

2025 Q2: 0.64%YTD: -0.34%2024: -1.44%

Performance for 2025 Q2 is 0.64%, and YTD is -0.34%, and 2024 is -1.44%.

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 $603.5 Millions as of 30 Jun, 2025.

The top stock holdings of Crane Advisory, LLC are VB, PAB, VB. The fund has invested 16.9% of it's portfolio in VANGUARD INDEX FDS and 15.9% of portfolio in PGIM ETF TR.

The fund managers got completely rid off WALMART INC (WMT), TJX COS INC NEW (TJX) and FIDELITY COVINGTON TRUST (FBCG) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), AMAZON COM INC (AMZN) and SPDR SERIES TRUST (BIL). Crane Advisory, LLC opened new stock positions in ISHARES TR (AGT), ISHARES TR (DMXF) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), J P MORGAN EXCHANGE TRADED F (BBAX) and PGIM ETF TR (PAB).

Crane Advisory, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Crane Advisory, LLC made a return of 0.64% in the last quarter. In trailing 12 months, it's portfolio return was 0.19%.

New Buys

Ticker	$ Bought
ishares tr	8,796,060
ishares tr	1,877,330
ishares tr	368,992
fidelity wise origin bitcoin	276,985
select sector spdr tr	263,690

New stocks bought by Crane Advisory, LLC

Additions

Ticker	% Inc.
vanguard index fds	56.73
j p morgan exchange traded f	54.83
pgim etf tr	6.81
realty income corp	3.99
alphabet inc	0.02

Additions to existing portfolio by Crane Advisory, LLC

Reductions

Ticker	% Reduced
ishares tr	-88.16
amazon com inc	-30.37
spdr series trust	-28.85
ishares tr	-18.05
apple inc	-16.89
edison intl	-16.11
hershey co	-12.7
caterpillar inc	-12.62

Crane Advisory, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
walmart inc	-307,632
tjx cos inc new	-205,040
fidelity covington trust	-204,315

Crane Advisory, LLC got rid off the above stocks

Sector Distribution

Crane Advisory, LLC has about 94.5% of it's holdings in Others sector.

Sector	%
Others	94.5
Technology	3.5

Market Cap. Distribution

Crane Advisory, LLC has about 5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.5
MEGA-CAP	5

Stocks belong to which Index?

About 5.5% of the stocks held by Crane Advisory, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.5
S&P 500	5.5

Top 5 Winners (%)		%
NVDA	nvidia corporation	46.6 %
BA	boeing co	44.6 %
DIS	disney walt co	41.2 %
CAT	caterpillar inc	34.0 %
META	meta platforms inc	32.0 %

Top 5 Winners ($)		$
AAPL	apple inc	0.7 M
NVDA	nvidia corporation	0.6 M
MSFT	microsoft corp	0.5 M
META	meta platforms inc	0.4 M
GOOG	alphabet inc	0.4 M

Top 5 Losers (%)		%
EIX	edison intl	-8.6 %
AON	aon plc	-5.5 %
HSY	hershey co	-0.9 %

Top 5 Losers ($)		$
EIX	edison intl	0.0 M
AON	aon plc	0.0 M
HSY	hershey co	0.0 M

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 46 stocks in it's portfolio. About 87.8% of the portfolio is in top 10 stocks. EIX 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: 17 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	16.91	178,008	102,038,000	reduced	-5.71
Historical Trend of VANGUARD INDEX FDS Position Held By Crane Advisory, LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	PAB	pgim etf tr	15.88	1,930,820	95,845,800	added	6.81

	VB	vanguard index fds	12.40	169,430	74,825,300	reduced	-9.31

	BBAX	j p morgan exchange traded f	11.90	1,421,210	71,828,000	added	54.83

	VB	vanguard index fds	7.51	254,185	45,311,000	reduced	-1.41

	FNDA	schwab strategic tr	7.22	1,759,050	43,554,000	reduced	-0.73

	VIG	vanguard specialized funds	4.60	134,724	27,743,800	reduced	-5.62

	BIL	spdr series trust	4.43	917,431	26,733,900	reduced	-28.85

	FBND	fidelity merrimack str tr	3.92	520,833	23,656,300	reduced	-3.23

	VB	vanguard index fds	2.99	74,542	18,061,500	reduced	-5.51

	VB	vanguard index fds	2.99	63,995	18,061,300	reduced	-7.91

	AAPL	apple inc	2.78	79,397	16,765,600	reduced	-16.89

	AGT	ishares tr	1.46	116,089	8,796,060	new

	EMGF	ishares inc	0.72	72,091	4,329,770	reduced	-7.84

	GOOG	alphabet inc	0.50	16,685	3,025,070	unchanged	0.00

	MSFT	microsoft corp	0.34	4,049	2,038,170	reduced	-0.34

	DMXF	ishares tr	0.31	18,678	1,877,330	new

	NVDA	nvidia corporation	0.30	10,926	1,801,920	reduced	-7.67

	META	meta platforms inc	0.29	2,417	1,734,420	unchanged	0.00

	JNJ	johnson & johnson	0.26	9,994	1,568,060	unchanged	0.00