Crane Advisory, LLC
Long book
$668.1M
Q1 2026
Positions
52
Top-10 weight
87%
concentration
Last quarter
+8.7%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsCrane Advisory, LLC is a wealth-management firm allocating client money, specialised in technology (71% of the long book), running a $668.1M US long book across 52 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD S&P 500 ETF, VANGUARD GROWTH ETF, PGIM ULTRA SHORT BOND ETF, SCHWAB INTERMEDIATE-TERM US, JPMORGAN ULTRA-SHORT INCOME.
Over the last 9 quarters its long book ran on average 1.6pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.1%
Q2 2024
+4.6%
Q3 2024
+0.9%
Q4 2024
-1.7%
Q1 2025
+6.1%
Q2 2025
+5.6%
Q3 2025
+2.1%
Q4 2025
-1.9%
Q1 2026
+8.7%
Sector allocation
Technology 76%
Healthcare 7%
Consumer discretionary 4%
Financials 3%
Industrials 3%
Energy 3%
Utilities 2%
Services media 1%
Long book by quarter
What does Crane Advisory, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 47.0K | $12.4M | 1.9% | -0.1% |
| GOOG ALPHABET INC-CL C | Technology | 16.4K | $5.4M | 0.8% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 9.3K | $2.2M | 0.3% | Held |
| NVDA NVIDIA CORP | Technology | 9.5K | $1.9M | 0.3% | -3.8% |
| META META PLATFORMS INC-CLASS A | Technology | 2.5K | $1.7M | 0.2% | -0.4% |
| GOOGL ALPHABET INC-CL A | Technology | 4.8K | $1.6M | 0.2% | -1.5% |
| MSFT MICROSOFT CORP | Technology | 3.8K | $1.6M | 0.2% | -7.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 5.6K | $1.4M | 0.2% | +1.9% |
| CAT CATERPILLAR INC | Industrials | 736 | $569K | 0.1% | Held |
| EIX EDISON INTERNATIONAL | Utilities | 7.7K | $548K | 0.1% | +0.9% |
| AON AON PLC-CLASS A | Financials | 1.6K | $547K | 0.1% | Held |
| CVX CHEVRON CORP | Energy | 2.6K | $487K | 0.1% | -7.4% |
| JPM JPMORGAN CHASE & CO | Financials | 1.4K | $439K | 0.1% | +2.9% |
| XOM EXXON MOBIL CORP | Energy | 2.5K | $376K | 0.1% | -2.7% |
| BA BOEING CO/THE | Industrials | 1.7K | $373K | 0.1% | Held |
| DIS WALT DISNEY CO/THE | Services media | 3.1K | $325K | 0.0% | -0.8% |
| HSY HERSHEY CO/THE | Consumer staples | 1.4K | $263K | 0.0% | Held |
| IBM INTL BUSINESS MACHINES CORP | Technology | 993 | $249K | 0.0% | Held |
| MRK MERCK & CO. INC. | Healthcare | 1.9K | $216K | 0.0% | Held |
| ATCX ATLAS CRITICAL MINERALS CORP | Materials | 10.8K | $55K | 0.0% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 21, 2026 | 52 | $668.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 15, 2026 | 52 | $661.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 15, 2025 | 50 | $636.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 17, 2025 | 46 | $603.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 17, 2025 | 44 | $553.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 14, 2025 | 44 | $570.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 43 | $553.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 12, 2024 | 41 | $518.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 12, 2024 | 41 | $495.8M | canonical | SEC ↗ |