Crane Advisory, LLC

CIK 1951283 · View on SEC EDGAR ↗

Portfolio value
$696.6M
#3,093 of 9,443 by 13F value · top 32.8%
Positions
55
As of
June 30, 2026

Portfolio value QoQ: +4.3% 13F does not disclose cash

Top 10 holdings weight
86.47%
Top 25 holdings weight
98.21%
Positions above 1%
14
Effective number of positions
10.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.53% Est. buys $100,803,170 · sells $3,648,779

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 91.7% still held

New positions
4
Increased
21
Decreased
12
Closed
1
On this page

Sector breakdown

Technology
2.6%
Communication Services
1.4%
Healthcare
0.4%
Retail
0.2%
Financials
0.2%
Industrials
0.1%
Utilities
0.1%
Real Estate
0.1%
Energy
0.1%
Consumer Staples
0.0%
Diversified Consumer Services
0.0%
Other/Unmapped
94.8%

Full portfolio 55 positions

Type Streak 8Q trend
VOO $118,540,620 17.02% 171,763 $7,223,034 Down ×5
VUG $96,401,485 13.84% 1,113,696 $6,991,478 Up ×4
PULS $75,835,140 10.89% 1,528,318 $-457,096 Down ×1
SCHR $69,780,605 10.02% 2,844,705 $239,810 Up ×4
JPST $60,522,104 8.69% 1,198,932 $156,699 Up ×2
VTV $54,162,527 7.78% 247,476 $3,424,316 Down ×2
FBND $46,447,327 6.67% 1,026,233 $73,163 Up ×4
VIG $32,573,760 4.68% 136,218 $1,614,303 Down ×2
SPTS $28,819,162 4.14% 995,137 $15,392 Up ×4
VB $19,235,883 2.76% 64,565 $1,407,958 Up ×1
VO $18,922,964 2.72% 234,747 $1,331,603 Up ×1
IDEV $17,261,480 2.48% 193,146 $1,405,562 Up ×4
AAPL Apple Inc. - Common Stock $14,365,074 2.06% 43,105 $1,995,460 Down ×5
IEMG $8,124,387 1.17% 104,012 $291,523 Up ×4
GOOG Alphabet Inc. - Class C Capital Stock $5,792,760 0.83% 16,373 $344,478
SGOV iShares 0-3 Month Treasury Bond ETF $2,451,811 0.35% 24,384 $475,994 Up ×1
JNJ Johnson & Johnson Common Stock $2,336,220 0.34% 9,346 $144,209
NVDA NVIDIA Corporation - Common Stock $1,978,257 0.28% 9,538 $86,383
RSPT $1,855,571 0.27% 31,040 $284,326
GOOGL Alphabet Inc. - Class A Common Stock $1,700,561 0.24% 4,798 $83,502 Down ×2
META Meta Platforms, Inc. - Class A Common Stock $1,639,159 0.24% 2,467 $-29,671 Up ×1
MSFT Microsoft Corporation - Common Stock $1,517,025 0.22% 3,782 $-80,868 Down ×2
AMZN Amazon.com, Inc. - Common Stock $1,392,387 0.20% 5,572 $-14,922 Down ×1
IQLT $1,263,052 0.18% 25,501 $14,684 Up ×3
VONE Vanguard Russell 1000 ETF $1,178,322 0.17% 3,468 $76,400
MGV $1,159,400 0.17% 7,126 $94,704
JMUB $817,306 0.12% 16,281 $396,801 Up ×3
GLD $769,336 0.11% 2,108 $-158,353
CAT Caterpillar, Inc. Common Stock $646,241 0.09% 737 $77,563 Up ×1
VTI $638,139 0.09% 1,722 $42,275
AON Aon plc Class A Ordinary Shares (Ireland) $601,236 0.09% 1,631 $54,296
EIX Edison International Common Stock $597,890 0.09% 7,660 $49,724 Up ×2
O Realty Income Corporation Common Stock $578,732 0.08% 8,802 $-11,884 Down ×1
JPM JP Morgan Chase & Co. Common Stock $485,900 0.07% 1,416 $47,011
CVX Chevron Corporation Common Stock $475,830 0.07% 2,588 $-11,102
SPY SPY $450,432 0.06% 600 $29,436
VOE $450,146 0.06% 2,213 $28,127
SHV iShares 0-1 Year Treasury Bond ETF $390,033 0.06% 3,539 $153,658 Up ×1
XOM Exxon Mobil Corporation Common Stock $380,233 0.05% 2,605 $3,848 Up ×1
XLK XLK $367,669 0.05% 2,071 $53,204 Up ×4
BA Boeing Company (The) Common Stock $364,592 0.05% 1,701 $-7,942 Down ×1
XVV $331,488 0.05% 5,763 $-3,003 Down ×1
FUTY $317,424 0.05% 5,411 $-4,808 Up ×1
DIS Walt Disney Company (The) Common Stock $295,540 0.04% 2,964 $-29,875 Down ×3
WMT Walmart Inc. - Common Stock $278,639 0.04% 2,424
NULG $273,514 0.04% 2,413 $34,001 Up ×1
HSY The Hershey Company Common Stock $240,240 0.03% 1,375 $-22,880
MRK Merck & Company, Inc. Common Stock (new) $238,413 0.03% 1,868 $22,734
PSO Pearson, Plc Common Stock $231,477 0.03% 13,705 $31,384
NULV $224,702 0.03% 4,364 Up ×1
IBM International Business Machines Corporation Common Stock $217,517 0.03% 993 $-31,726
PSLV $213,666 0.03% 11,950 $-81,502 Up ×3
MGK $211,632 0.03% 2,400 Up ×1
MU Micron Technology, Inc. - Common Stock $209,034 0.03% 245 Up ×1
ATCX Atlas Critical Minerals Corporation - Common Stock $33,282 0.00% 10,806 $-21,396

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
VUG $96,401,485 13.84% up ×4
SCHR $69,780,605 10.02% up ×4
FBND $46,447,327 6.67% up ×4
SPTS $28,819,162 4.14% up ×4
IDEV $17,261,480 2.48% up ×4
IEMG $8,124,387 1.17% up ×4
IQLT $1,263,052 0.18% up ×3
JMUB $817,306 0.12% up ×3
XLK $367,669 0.05% up ×4
PSLV $213,666 0.03% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
WMT $278,639 2,424 0.04%
NULV $224,702 4,364 0.03%
MGK $211,632 2,400 0.03%
MU $209,034 245 0.03%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VOO Trimmed -860 +$7.2M
VUG Bought more +930K +$7.0M
VTV Trimmed -3K +$3.4M
AAPL Trimmed -4K +$2.0M
VIG Trimmed -1K +$1.6M
VB Bought more +796 +$1.4M
IDEV Bought more +15K +$1.4M
VO Bought more +177K +$1.3M
SGOV Bought more +5K +$476K
PULS Trimmed -9K -$457K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
WMT June 30, 2025 3,315 $307,632 19.2%
SHV March 31, 2025 2,416 $266,189
MUB March 31, 2025 2,380 $253,660 No longer tracked
TJX March 31, 2026 1,600 $251,360 -6.8%
SGOV March 31, 2025 2,453 $246,208 -0.1%
FBTC June 30, 2026 3,540 $232,330 No longer tracked
TSLA March 31, 2026 497 $223,133 -9.0%
TJX June 30, 2025 1,600 $205,040 20.5%
FTEC June 30, 2025 1,322 $204,315 No longer tracked