Crane Advisory, LLC Portfolio Holdings

Crane Advisory, LLC

  • $627 Million
  • Q3 2025

Crane Advisory, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $627 Million distributed in 50 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 $109M, Pgim ETF Tr with a value of $99.6M, Vanguard Growth ETF with a value of $82.1M, Jp Morgan ETF Tr Ultra Short I with a value of $75M, and Vanguard Value ETF with a value of $48.7M.

Examining the 13F form we can see an increase of $30.9M in the current position value, from $596M to 627M.

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 $627 Million
ETFs: $595 Million
Technology: $16.8 Million
Communication Services: $7.56 Million
Healthcare: $1.85 Million
Consumer Cyclical: $1.6 Million
Financial Services: $1.15 Million
Industrials: $761,000
Energy: $715,000
Other: $1.35 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $627 Million
  • Prior Value $596 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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