Crane Advisory, LLC Portfolio Holdings

Crane Advisory, LLC

  • $640 Million
  • Q4 2025

Crane Advisory, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $640 Million distributed in 52 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 $108M, Vanguard Growth ETF with a value of $84.7M, Pgim ETF Tr with a value of $76.2M, Schwab Intermediate Term Us Tr with a value of $69.9M, and Jp Morgan ETF Tr Ultra Short I with a value of $59.3M.

Examining the 13F form we can see an increase of $13.1M in the current position value, from $627M to 640M.

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 $640 Million
ETFs: $608 Million
Technology: $16.8 Million
Communication Services: $8.05 Million
Healthcare: $2.04 Million
Consumer Cyclical: $1.73 Million
Financial Services: $1.17 Million
Industrials: $732,000
Energy: $731,000
Other: $1.21 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.52B
$180,000 0.03% of portfolio
13,705
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $640 Million
  • Prior Value $627 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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