Crane Advisory, LLC

CIK

1951283

Location

FULLERTON, CA

Portfolio Value

Micro $29,965,565

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,482 / 8,517 ▼ 968

Top Industry

Consumer Electronics 43.5%

3Y Alpha vs SPY

-2.3%

Period ended 46 days ago

Filed Jul 20, 2026 · 26d

16 quarters · since Sep 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+64.0%

SPY

+75.3%

Annualised alpha

-2.7%

Max drawdown

−21.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

41.6%

+4.2 pts

Top 5

66.3%

−17.7 pts

Top 10

82.5%

−9.8 pts

HHI

1,971

Moderately concentrated−183

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	54.6%	$16,354,123	5
Communication Services	12.0%	$3,607,354	4
Healthcare	8.7%	$2,613,641	2
Consumer Cyclical	4.4%	$1,328,030	1
Unclassified	4.2%	$1,262,806	3
Financial Services	4.1%	$1,229,981	3
Industrials	3.8%	$1,153,046	2
Energy	2.6%	$785,141	2
Utilities	1.9%	$570,287	1
Real Estate	1.8%	$545,371	1
Consumer Defensive	1.7%	$515,785	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	+411	11,950	$225,496
XOM	ExxonMobil Holdings Corp	+128	2,605	$356,155
EIX	Edison International	+4	7,660	$570,287
CAT	Caterpillar Inc	+1	737	$784,831
META	Meta Platforms, Inc.	+1	2,467	$1,389,636
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−16,387	4,798	$1,714,661
AAPL	Apple Inc.	−3,856	43,105	$12,472,862
O	Realty Income Corp	−335	8,802	$545,371
DIS	Walt Disney Co	−168	2,964	$285,285
AMZN	Amazon Com Inc	−64	5,572	$1,328,030
MSFT	Microsoft Corp	−20	3,782	$1,410,761
BA	Boeing Co	−1	1,701	$368,215
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	245	$282,801
WMT	Walmart Inc.	2,424	$274,542
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	137,671	$29,607,525
VB	Vanguard Morningstar Small-Cap ETF	63,769	$16,702,376
FBTC	Fidelity Wise Origin Bitcoin Fund	3,540	$208,966
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $29,965,565 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	43,105	-3,856	$12,472,862	+4.7%	41.62%
JNJ	Johnson & Johnson Healthcare	Held	9,346	0	$2,373,603	+3.9%	7.92%
NVDA	Nvidia Corp Technology	Held	9,538	0	$1,908,458	+14.7%	6.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,798	-16,387	$1,714,661	−71.8%	5.72%
MSFT	Microsoft Corp Technology	Reduced	3,782	-20	$1,410,761	+0.2%	4.71%
META	Meta Platforms, Inc. Communication Services	Added	2,467	+1	$1,389,636	−1.5%	4.64%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,572	-64	$1,328,030	+13.1%	4.43%
CAT	Caterpillar Inc Industrials	Added	737	+1	$784,831	+50.5%	2.62%
GLD	Spdr Gold Trust	Held	2,108	0	$776,545	−14.4%	2.59%
EIX	Edison International Utilities	Added	7,660	+4	$570,287	+1.8%	1.90%
O	Realty Income Corp Real Estate	Reduced	8,802	-335	$545,371	−2.4%	1.82%
AON	Aon plc Financial Services	Held	1,631	0	$540,986	+2.8%	1.81%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,416	0	$463,499	+11.3%	1.55%
SPY	Spdr S&P 500 ETF Trust	Held	600	0	$448,062	+14.8%	1.50%
CVX	Chevron Corp Energy	Held	2,588	0	$428,986	−19.9%	1.43%
BA	Boeing Co Industrials	Reduced	1,701	-1	$368,215	+8.7%	1.23%
XOM	ExxonMobil Holdings Corp Energy	Added	2,605	+128	$356,155	−15.3%	1.19%
DIS	Walt Disney Co Communication Services	Reduced	2,964	-168	$285,285	−5.5%	0.95%
MU	Micron Technology Inc Technology	NEW	245	NEW	$282,801	NEW	0.94%
IBM	International Business Machines Corp Technology	Held	993	0	$279,241	+16.0%	0.93%
WMT	Walmart Inc. Consumer Defensive	NEW	2,424	NEW	$274,542	NEW	0.92%
HSY	Hershey Co Consumer Defensive	Held	1,375	0	$241,243	−15.6%	0.81%
MRK	Merck & Co., Inc. Healthcare	Held	1,868	0	$240,038	+6.8%	0.80%
PSLV	Sprott Physical Silver Trust Financial Services	Added	11,950	+411	$225,496	−19.9%	0.75%
PSO	Pearson PLC Communication Services	Held	13,705	0	$217,772	+21.0%	0.73%
ATCX	ATLAS CRITICAL MINERALS Corp	Held	10,806	0	$38,199	−36.4%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.