Crane Advisory, LLC
CIK
1951283
Location
FULLERTON, CA
Portfolio Value
Micro
$28,200,918
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,104
/ 8,232
▲ 183
Top Industry
Consumer Electronics
44.7%
3Y Alpha vs SPY
-4.6%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
15 quarters · since Sep 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.0%
SPY
+76.3%
Annualised alpha
-4.6%
Max drawdown
−26.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
42.3%
−0.3 pts
Top 5
66.3%
−1.0 pts
Top 10
82.5%
−0.5 pts
HHI
2,020
Moderately concentrated−23
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 54.0% | $15,229,738 |
| Communication Services | 11.6% | $3,276,418 |
| Healthcare | 8.9% | $2,509,237 |
| Unclassified | 5.6% | $1,566,302 |
| Financial Services | 4.3% | $1,224,420 |
| Consumer Cyclical | 4.2% | $1,173,809 |
| Energy | 3.4% | $955,704 |
| Industrials | 3.1% | $860,175 |
| Utilities | 2.0% | $560,266 |
| Real Estate | 2.0% | $559,001 |
| Consumer Defensive | 1.0% | $285,848 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PSLV | Sprott Physical Silver Trust | +570 | 11,539 | $281,436 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +317 | 3,540 | $208,966 | |
| AMZN | Amazon Com Inc | +105 | 5,636 | $1,173,809 | |
| EIX | Edison International | +69 | 7,656 | $560,266 | |
| JPM | Jpmorgan Chase & Co | +40 | 1,416 | $416,530 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −372 | 9,538 | $1,663,427 | |
| MSFT | Microsoft Corp | −305 | 3,802 | $1,407,386 | |
| CVX | Chevron Corp | −206 | 2,588 | $535,457 | |
| GOOGL | Alphabet Inc. | −73 | 4,812 | $1,383,738 | |
| XOM | Exxon Mobil Corp | −69 | 2,477 | $420,247 | |
| AAPL | Apple Inc. | −54 | 46,961 | $11,918,232 | |
| DIS | Walt Disney Co | −24 | 3,132 | $301,862 | |
| GLD | Spdr Gold Trust | −21 | 2,108 | $907,051 | |
| META | Meta Platforms, Inc. | −10 | 2,466 | $1,410,872 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ATCX | ATLAS CRITICAL MINERALS Corp | 10,806 | $60,081 | |
| No positions match the current search. | ||||
25 positions ·
$28,200,918 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 46,961 | $11,918,232 | 42.26% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 9,346 | $2,284,536 | 8.10% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 9,538 | $1,663,427 | 5.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,466 | $1,410,872 | 5.00% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,802 | $1,407,386 | 4.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,812 | $1,383,738 | 4.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 5,636 | $1,173,809 | 4.16% | |
| GLD |
Spdr Gold Trust
|
Reduced | 2,108 | $907,051 | 3.22% | |
| EIX |
Edison International
Utilities
|
Added | 7,656 | $560,266 | 1.99% | |
| O |
Realty Income Corp
Real Estate
|
Held | 9,137 | $559,001 | 1.98% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 2,588 | $535,457 | 1.90% | |
| AON |
Aon plc
Financial Services
|
Held | 1,631 | $526,454 | 1.87% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 736 | $521,426 | 1.85% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 2,477 | $420,247 | 1.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,416 | $416,530 | 1.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 600 | $390,204 | 1.38% | |
| BA |
Boeing Co
Industrials
|
Held | 1,702 | $338,749 | 1.20% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 3,132 | $301,862 | 1.07% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 1,375 | $285,848 | 1.01% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Added | 11,539 | $281,436 | 1.00% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 993 | $240,693 | 0.85% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 1,868 | $224,701 | 0.80% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 3,540 | $208,966 | 0.74% | |
| PSO |
Pearson PLC
Communication Services
|
Held | 13,705 | $179,946 | 0.64% | |
| ATCX |
ATLAS CRITICAL MINERALS Corp
|
NEW | 10,806 | $60,081 | 0.21% |