Crane Advisory, LLC Portfolio Holdings

Crane Advisory, LLC

  • $596 Million
  • Q2 2025

Crane Advisory, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $596 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $101M, Pgim ETF Tr with a value of $96.1M, Vanguard Growth ETF with a value of $74.3M, Jp Morgan ETF Tr Ultra Short I with a value of $72M, and Vanguard Value ETF with a value of $44.9M.

Examining the 13F form we can see an increase of $28.6M in the current position value, from $568M to 596M.

Crane Advisory, LLC is based out at Fullerton, CA

Below you can find more details about Crane Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $596 Million
ETFs: $564 Million
Technology: $20.3 Million
Communication Services: $6.17 Million
Healthcare: $1.53 Million
Consumer Cyclical: $1.04 Million
Financial Services: $960,000
Industrials: $744,000
Energy: $670,000
Other: $1.28 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $596 Million
  • Prior Value $568 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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