Crane Advisory, LLC

CIK

1951283

Location

FULLERTON, CA

Portfolio Value

Small $694,270,038

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,161 / 8,795 ▲ 21 · as of Jun 2026

Top Industry

Consumer Electronics 36.2%

Period ended 3 months ago

Filed Jul 20, 2026 · 3mo

16 quarters · since Sep 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

44.3%

+9.3 pts

Top 5

80.9%

−1.3 pts

Top 10

96.9%

+0.0 pts

HHI

2,368

Moderately concentrated+503

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.0%	$659,782,207	17
Technology	2.4%	$16,354,123	5
Communication Services	1.4%	$9,392,426	4
Healthcare	0.4%	$2,613,641	2
Consumer Cyclical	0.2%	$1,328,030	1
Financial Services	0.2%	$1,229,981	3
Industrials	0.2%	$1,153,046	2
Energy	0.1%	$785,141	2
Utilities	0.1%	$570,287	1
Real Estate	0.1%	$545,371	1
Consumer Defensive	0.1%	$515,785	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+1,103,510	1,836,182	$307,393,766
FNDA	Schwab Fundamental U.S. Small Company ETF	+53,023	2,844,705	$70,150,425
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+21,990	356,345	$30,244,398
FAAA	Fidelity AAA CLO ETF	+15,462	1,026,233	$46,683,339
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+11,987	1,215,213	$61,454,705
—		+7,015	995,137	$28,868,924
NCLO	Nuveen AA-BBB CLO ETF	+4,403	6,777	$500,621
EDV	Vanguard World Funds Extended Duration ETF	+2,400	9,526	$1,375,728
PSLV	Sprott Physical Silver Trust	+411	11,950	$225,496
XOM	ExxonMobil Holdings Corp	+128	2,605	$356,155
FBCG	Fidelity Blue Chip Growth ETF	+27	5,411	$316,110
EIX	Edison International	+4	7,660	$570,287
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+2	2,071	$394,566
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

9 positions

Ticker	Company	Δ Shares	Shares	Value
AAAD	PGIM AAA CLO Aggregate Duration ETF	−8,902	1,528,318	$75,728,156
AAPL	Apple Inc.	−3,856	43,105	$12,472,862
VIG	Vanguard Dividend Appreciation ETF	−1,453	136,218	$32,231,903
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
GOOGL	Alphabet Inc.	−14	21,171	$7,499,733
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

1 positions

Ticker	Company	Shares	Value	Open
FBTC	Fidelity Wise Origin Bitcoin Fund	3,540	$208,966
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 tracked positions · $694,270,038 total · filing declares 55 positions · $696,587,326 · 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
VB	Vanguard Morningstar Small-Cap ETF	Added	1,836,182	+1,103,510	$307,393,766	+63.9%	44.28%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Reduced	1,528,318	-8,902	$75,728,156	−0.5%	10.91%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	2,844,705	+53,023	$70,150,425	+0.9%	10.10%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	1,215,213	+11,987	$61,454,705	+0.9%	8.85%
FAAA	Fidelity AAA CLO ETF	Added	1,026,233	+15,462	$46,683,339	+1.2%	6.72%
VIG	Vanguard Dividend Appreciation ETF	Reduced	136,218	-1,453	$32,231,903	+8.9%	4.64%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	356,345	+21,990	$30,244,398	—	4.36%
		Added	995,137	+7,015	$28,868,924	+0.1%	4.16%
AAPL	Apple Inc. Technology	Reduced	43,105	-3,856	$12,472,862	+4.7%	1.80%
GOOGL	Alphabet Inc. Communication Services	Reduced	21,171	-14	$7,499,733	+23.3%	1.08%
JNJ	Johnson & Johnson Healthcare	Held	9,346	0	$2,373,603	+3.9%	0.34%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Held	31,040	0	$2,002,080	+42.5%	0.29%
NVDA	Nvidia Corp Technology	Held	9,538	0	$1,908,458	+14.7%	0.27%
MSFT	Microsoft Corp Technology	Reduced	3,782	-20	$1,410,761	+0.2%	0.20%
META	Meta Platforms, Inc. Communication Services	Added	2,467	+1	$1,389,636	−1.5%	0.20%
EDV	Vanguard World Funds Extended Duration ETF	Added	9,526	+2,400	$1,375,728	+33.2%	0.20%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,572	-64	$1,328,030	+13.1%	0.19%
BNDW	Vanguard Total World Bond ETF	Held	3,468	0	$1,174,680	+14.8%	0.17%
CAT	Caterpillar Inc Industrials	Added	737	+1	$784,831	+50.5%	0.11%
GLD	Spdr Gold Trust	Held	2,108	0	$776,545	−14.4%	0.11%
EIX	Edison International Utilities	Added	7,660	+4	$570,287	+1.8%	0.08%
O	Realty Income Corp Real Estate	Reduced	8,802	-335	$545,371	−2.4%	0.08%
AON	Aon plc Financial Services	Held	1,631	0	$540,986	+2.8%	0.08%
NCLO	Nuveen AA-BBB CLO ETF	Added	6,777	+4,403	$500,621	+131.9%	0.07%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,416	0	$463,499	+11.3%	0.07%
SPY	Spdr S&P 500 ETF Trust	Held	600	0	$448,062	+14.8%	0.06%
CVX	Chevron Corp Energy	Held	2,588	0	$428,986	−19.9%	0.06%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	2,071	+2	$394,566	+43.5%	0.06%
BA	Boeing Co Industrials	Reduced	1,701	-1	$368,215	+8.7%	0.05%
XOM	ExxonMobil Holdings Corp Energy	Added	2,605	+128	$356,155	−15.3%	0.05%
FBCG	Fidelity Blue Chip Growth ETF	Added	5,411	+27	$316,110	−0.6%	0.05%
DIS	Walt Disney Co Communication Services	Reduced	2,964	-168	$285,285	−5.5%	0.04%
MU	Micron Technology Inc Technology	NEW	245	NEW	$282,801	NEW	0.04%
IBM	International Business Machines Corp Technology	Held	993	0	$279,241	+16.0%	0.04%
WMT	Walmart Inc. Consumer Defensive	NEW	2,424	NEW	$274,542	NEW	0.04%
HSY	Hershey Co Consumer Defensive	Held	1,375	0	$241,243	−15.6%	0.03%
MRK	Merck & Co., Inc. Healthcare	Held	1,868	0	$240,038	+6.8%	0.03%
PSLV	Sprott Physical Silver Trust Financial Services	Added	11,950	+411	$225,496	−19.9%	0.03%
PSO	Pearson PLC Communication Services	Held	13,705	0	$217,772	+21.0%	0.03%
ATCX	ATLAS CRITICAL MINERALS Corp	Held	10,806	0	$38,199	−36.4%	0.01%

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.