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Latest Crane Advisory, LLC Stock Portfolio

$696Million | No. of Holdings #55

Crane Advisory, LLC Performance

2026 Q2-28.17%
YTD-27.87%
2025+9.27%

About Crane Advisory, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Crane Advisory, LLC reported an equity portfolio of $696.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Crane Advisory, LLC are VB, VB, PAB. The fund has invested 17% of it's portfolio in VANGUARD INDEX FDS and 13.8% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off FIDELITY WISE ORIGIN BITCOIN stocks. They significantly reduced their stock positions in APPLE INC (AAPL), ISHARES TR (DMXF) and DISNEY WALT CO (DIS). Crane Advisory, LLC opened new stock positions in WALMART INC (WMT), NUSHARES ETF TR (NDVG) and VANGUARD WORLD FD (EDV). 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 ISHARES TR (AAXJ).
Crane Advisory, LLC Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$696Million
  as of Jul 20, 2026

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

Our best estimate is that Crane Advisory, LLC made a return of -28.17% in the last quarter. In trailing 12 months, it's portfolio return was -22.99%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
walmart inc278,639
nushares etf tr224,702
vanguard world fd211,632
micron technology inc209,034
New stocks bought by Crane Advisory, LLC

Additions

Ticker% Inc.
vanguard index fds505
vanguard index fds304
j p morgan exchange traded f95.1
ishares tr65.07
ishares tr24.07
ishares tr8.12
exxon mobil corp5.17
sprott asset management lp3.56
Additions to existing portfolio by Crane Advisory, LLC

Reductions

Ticker% Reduced
apple inc-8.21
ishares tr-7.7
disney walt co-5.36
realty income corp-3.67
vanguard index fds-1.19
amazon com inc-1.14
vanguard specialized funds-1.06
pgim etf tr-0.58
Crane Advisory, LLC reduced stake in above stock

Sold off

Ticker$ Sold
fidelity wise origin bitcoin-232,330
Crane Advisory, LLC got rid off the above stocks

Sector Distribution

Crane Advisory, LLC has about 94.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
Sector%
Others94.8
Technology2.6
Communication Services1.4

Market Cap. Distribution

Crane Advisory, LLC has about 4.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED94.8
MEGA-CAP4.8

Stocks belong to which Index?

About 5.2% of the stocks held by Crane Advisory, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others94.8
S&P 5005.2
Top 5 Winners (%)%
AAPL
apple inc
25.4 %
CSD
invesco exchange traded fd t
18.1 %
XLB
select sector spdr tr
16.8 %
PSO
pearson plc
15.7 %
CAT
caterpillar inc
13.5 %
Top 5 Winners ($)$
VB
vanguard index fds
7.8 M
VB
vanguard index fds
4.1 M
AAPL
apple inc
3.1 M
VIG
vanguard specialized funds
2.0 M
VB
vanguard index fds
1.2 M
Top 5 Losers (%)%
VB
vanguard index fds
-72.9 %
VB
vanguard index fds
-63.2 %
JUPGF
atlas critical minerals corp
-39.1 %
PSLV
sprott asset management lp
-29.7 %
GLD
spdr gold tr
-17.1 %
Top 5 Losers ($)$
VB
vanguard index fds
-259.5 M
VB
vanguard index fds
-32.5 M
FNDA
schwab strategic tr
-1.1 M
FBND
fidelity merrimack str tr
-0.6 M
BIL
spdr series trust
-0.2 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 55 stocks in it's portfolio. About 86.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Crane Advisory, LLC last quarter.

$696.59MTotal Value
56.00Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Crane Advisory, LLC, last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crane Advisory, LLC's holding in Ishares Tr over time
0.06%3,539
$390.0K
0.06%
increased 65.07 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Crane Advisory, LLC's holding in Ishares Tr over time
0.18%25,501
$1.26M
0.18%
increased 0.11 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Crane Advisory, LLC's holding in Ishares Tr over time
2.48%193,146
$17.26M
2.48%
increased 8.12 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Crane Advisory, LLC's holding in J P Morgan Exchange Traded F over time
8.69%1,198,930
$60.52M
8.69%
increased 0.34 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Crane Advisory, LLC's holding in J P Morgan Exchange Traded F over time
0.12%16,281
$817.3K
0.12%
increased 95.1 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Crane Advisory, LLC's holding in Spdr Series Trust over time
4.14%995,137
$28.82M
4.14%
increased 0.71 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Crane Advisory, LLC's holding in Vanguard Scottsdale Fds over time
0.17%3,468
$1.18M
0.17%
unchanged 0 percentunchanged
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
Crane Advisory, LLC's holding in Invesco Exchange Traded Fd T over time
0.27%31,040
$1.86M
0.27%
unchanged 0 percentunchanged
DMXF
Ishares Tr

Ishares Tr

DMXF
Crane Advisory, LLC's holding in Ishares Tr over time
0.35%24,384
$2.45M
0.35%
increased 24.07 percentadded
DMXF
Ishares Tr

Ishares Tr

DMXF
Crane Advisory, LLC's holding in Ishares Tr over time
0.05%5,763
$331.5K
0.05%
decreased 7.7 percentreduced
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Crane Advisory, LLC's holding in Vanguard World Fd over time
0.17%7,126
$1.16M
0.17%
unchanged 0 percentunchanged
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Crane Advisory, LLC's holding in Vanguard World Fd over time
0.03%2,400
$211.6K
0.03%
new position