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Latest Crane Advisory, LLC Stock Portfolio

Crane Advisory, LLC Performance:
2025 Q4: 2.03%YTD: 9.24%2024: 4.25%
Performance for 2025 Q4 is 2.03%, and YTD is 9.24%, and 2024 is 4.25%.

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 $661.4 Millions as of 31 Dec, 2025.

The top stock holdings of Crane Advisory, LLC are VB, VB, PAB. The fund has invested 16.8% of it's portfolio in VANGUARD INDEX FDS and 13% of portfolio in VANGUARD INDEX FDS.

They significantly reduced their stock positions in PGIM ETF TR (PAB), J P MORGAN EXCHANGE TRADED F (BBAX) and REALTY INCOME CORP (O). Crane Advisory, LLC opened new stock positions in FIDELITY COVINGTON TRUST (FBCG) and MERCK & CO INC (MRK). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), FIDELITY MERRIMACK STR TR (FBND) and J P MORGAN EXCHANGE TRADED F (BBAX).

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

Our best estimate is that Crane Advisory, LLC made a return of 2.03% in the last quarter. In trailing 12 months, it's portfolio return was 9.24%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity covington trust297,628
merck & co inc203,967
New stocks bought by Crane Advisory, LLC

Additions

Ticker% Inc.
select sector spdr tr100
fidelity merrimack str tr90.47
j p morgan exchange traded f83.19
schwab strategic tr54.04
ishares tr28.87
ishares inc26.12
ishares tr13.24
fidelity wise origin bitcoin12.3
Additions to existing portfolio by Crane Advisory, LLC

Reductions

Ticker% Reduced
pgim etf tr-23.37
j p morgan exchange traded f-20.68
realty income corp-13.35
caterpillar inc-10.9
nvidia corporation-9.01
edison intl-7.45
vanguard index fds-7.41
vanguard index fds-6.49
Crane Advisory, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Crane Advisory, LLC

Sector Distribution

Crane Advisory, LLC has about 95% of it's holdings in Others sector.

Sector%
Others95
Technology2.5
Communication Services1.4

Market Cap. Distribution

Crane Advisory, LLC has about 4.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED95
MEGA-CAP4.5

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%
Others95
S&P 5005
Top 5 Winners (%)%
PSLV
sprott asset management lp
68.4 %
GOOG
alphabet inc
37.0 %
GOOG
alphabet inc
36.5 %
CAT
caterpillar inc
24.4 %
GLD
spdr gold tr
15.4 %
Top 5 Winners ($)$
VB
vanguard index fds
3.9 M
VB
vanguard index fds
2.9 M
GOOG
alphabet inc
1.5 M
VIG
vanguard specialized funds
1.2 M
VB
vanguard index fds
1.1 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-42.3 %
fidelity wise origin bitcoin
-23.5 %
META
meta platforms inc
-12.4 %
MSFT
microsoft corp
-8.6 %
NVDA
nvidia corporation
-3.8 %
Top 5 Losers ($)$
META
meta platforms inc
-0.2 M
XLB
select sector spdr tr
-0.2 M
MSFT
microsoft corp
-0.2 M
FBND
fidelity merrimack str tr
-0.1 M
NVDA
nvidia corporation
-0.1 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 52 stocks in it's portfolio. About 87.6% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Crane Advisory, LLC last quarter.

Last Reported on: 15 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions