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Latest Crane Advisory, LLC Stock Portfolio

$707Million | No. of Holdings #55

Crane Advisory, LLC Performance

2026 Q3+0.67%
YTD-27.39%
2025+9.27%

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

On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Crane Advisory, LLC reported an equity portfolio of $707.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Crane Advisory, LLC are VB, VB, PAB. The fund has invested 17.3% of it's portfolio in VANGUARD INDEX FDS and 14.7% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM) and ATLAS CRITICAL MINERALS CORP (JUPGF) stocks. They significantly reduced their stock positions in SPDR GOLD TR (GLD), ISHARES TR (DMXF) and META PLATFORMS INC (META). Crane Advisory, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP. The fund showed a lot of confidence in some stocks as they added substantially to NUSHARES ETF TR (NDVG), ISHARES TR (DMXF) and J P MORGAN EXCHANGE TRADED F (BBAX).
Crane Advisory, LLC Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$707Million
  as of Oct 13, 2026

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

Our best estimate is that Crane Advisory, LLC made a return of 0.67% in the last quarter. In trailing 12 months, it's portfolio return was -25.89%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp427,362
space exploration techn corp231,314
New stocks bought by Crane Advisory, LLC

Additions

Ticker% Inc.
nushares etf tr41.65
ishares tr34.18
j p morgan exchange traded f23.00
nushares etf tr8.57
j p morgan exchange traded f5.29
pgim etf tr3.13
ishares tr2.74
spdr series trust1.91
Additions to existing portfolio by Crane Advisory, LLC

Reductions

Ticker% Reduced
spdr gold tr-19.97
ishares tr-13.11
meta platforms inc-2.96
vanguard index fds-2.24
ishares tr-1.28
schwab strategic tr-1.11
vanguard index fds-0.22
fidelity merrimack str tr-0.01
Crane Advisory, LLC reduced stake in above stock

Sold off

Ticker$ Sold
atlas critical minerals corp-33,282
exxon mobil corp-380,233
Crane Advisory, LLC got rid off the above stocks

Sector Distribution

Crane Advisory, LLC has about 94.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
Sector%
Others94.9
Technology2.7
Communication Services1.3

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%
UNALLOCATED94.9
MEGA-CAP4.8

Stocks belong to which Index?

About 5.1% of the stocks held by Crane Advisory, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others94.9
S&P 5005.1
Top 5 Winners (%)%
MSFT
microsoft corp
30.9 %
MU
micron technology inc
24.7 %
NVDA
nvidia corporation
15.2 %
CSD
invesco exchange traded fd t
14.9 %
XLB
select sector spdr tr
13.2 %
Top 5 Winners ($)$
VB
vanguard index fds
6.2 M
VB
vanguard index fds
3.8 M
EMGF
ishares inc
0.6 M
MSFT
microsoft corp
0.5 M
NVDA
nvidia corporation
0.3 M
Top 5 Losers (%)%
EIX
edison intl
-30.5 %
AON
aon plc
-26.2 %
O
realty income corp
-18.2 %
FBCG
fidelity covington trust
-11.9 %
BA
boeing co
-10.1 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-2.5 M
FBND
fidelity merrimack str tr
-2.1 M
VB
vanguard index fds
-0.5 M
VIG
vanguard specialized funds
-0.4 M
BIL
spdr series trust
-0.3 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 86.4% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Crane Advisory, LLC last quarter.

$707.23MTotal Value
57.00Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Crane Advisory, LLC, last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crane Advisory, LLC's holding in Ishares Tr over time
0.06%3,636
$400.3K
0.06%
increased 2.74 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Crane Advisory, LLC's holding in Ishares Tr over time
0.18%25,175
$1.25M
0.18%
decreased 1.28 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Crane Advisory, LLC's holding in Ishares Tr over time
2.46%194,159
$17.41M
2.46%
increased 0.52 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
8.97%1,262,340
$63.42M
8.97%
increased 5.29 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
0.14%20,026
$954.0K
0.14%
increased 23 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Crane Advisory, LLC's holding in Spdr Series Trust over time
4.1%1,014,130
$29.02M
4.1%
increased 1.91 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Crane Advisory, LLC's holding in Vanguard Scottsdale Fds over time
0.17%3,468
$1.21M
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
0.3%31,040
$2.13M
0.3%
unchanged 0 percentunchanged
DMXF
Ishares Tr

Ishares Tr

DMXF
Crane Advisory, LLC's holding in Ishares Tr over time
0.3%21,188
$2.13M
0.3%
decreased 13.11 percentreduced
DMXF
Ishares Tr

Ishares Tr

DMXF
Crane Advisory, LLC's holding in Ishares Tr over time
0.06%7,733
$457.5K
0.06%
increased 34.18 percentadded
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Crane Advisory, LLC's holding in Vanguard World Fd over time
0.16%7,126
$1.15M
0.16%
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
$227.0K
0.03%
unchanged 0 percentunchanged