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Crane Advisory Portfolio holdings
AUM
$697M
1-Year Est. Return
12.55%
This Fund
S&P 500
This Quarter
Est. Return
-2.37%
1 Year Est. Return
+12.55%
3 Year Est. Return
+34.65%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$668M
AUM Growth
+$6.64M
(+1%)
Cap. Flow
+$3.6M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
87.06%
Holding
54
New
2
Increased
17
Reduced
17
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Growth ETF
VUG
|
+$4.06M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$1.93M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.16M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$784K |
| 5 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$293K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Value ETF
VTV
|
+$2.77M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$912K |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$602K |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$287K |
| 5 |
TJX Companies
TJX
|
+$251K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.41% |
| 2 | Communication Services | 1.39% |
| 3 | Healthcare | 0.36% |
| 4 | Consumer Discretionary | 0.21% |
| 5 | Financials | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Pearson
PSO
$10.6B
| $200K | 0.03% |
13,705
| – | – |
|
|
ATCX
52
Atlas Critical Minerals Corp
ATCX
$14.7M
| $54.7K | 0.01% |
+10,806
| New | +$75.5K |
|
|
53
TJX Companies
TJX
$180B
| – | – |
-1,600
| Closed | -$251K |
|
54
Tesla
TSLA
$1.2T
| – | – |
-497
| Closed | -$223K |
|
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Crane Advisory's Q1 2026 Portfolio in Review
As of Q1 2026, Crane Advisory held 54 positions worth $668M, up 1% from $661M the previous quarter. Its ten largest holdings account for 87% of the portfolio.
Crane Advisory's Q1 2026 filing shows 2 new, 17 increased, 17 reduced and 2 closed positions. Its largest new stake was Nuveen ESG Large-Cap Growth ETF: 2,374 shares worth $240K. The largest sale was Vanguard Value ETF, an estimated $2.77M.
By sector, the portfolio is most concentrated in Technology at 2.4% of assets, down from 2.5% a quarter earlier, followed by Communication Services and Healthcare.
- Crane Advisory's largest Q1 2026 buy was Nuveen ESG Large-Cap Growth ETF: 2,374 shares worth $240K.
- Crane Advisory added most to Vanguard Growth ETF in Q1 2026, an estimated $4.06M increase.
- Crane Advisory's biggest Q1 2026 reduction was Vanguard Value ETF, cutting an estimated $2.77M.
- Crane Advisory fully exited TJX Companies in Q1 2026, selling an estimated $251K.
- Crane Advisory's ten largest holdings make up 87% of its $668M portfolio in Q1 2026.
- Crane Advisory opened 2 new positions and closed 2 in Q1 2026.
- Crane Advisory's portfolio value rose 1% quarter-over-quarter to $668M.
Based on Crane Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.