Crane Advisory 13F annual report
Crane Advisory is an investment fund managing more than $519 billion ran by Scott Crane. There are currently 31 companies in Mr. Crane’s portfolio. The largest investments include Vanguard Index Fds and Pgim Etf Tr, together worth $288 billion.
$519 billion Assets Under Management (AUM)
As of 5th July 2024, Crane Advisory’s top holding is 706,149 shares of Vanguard Index Fds currently worth over $220 billion and making up 42.3% of the portfolio value.
In addition, the fund holds 1,385,303 shares of Pgim Etf Tr worth $68.6 billion.
The third-largest holding is Ishares Tr worth $82.5 billion and the next is Spdr Ser Tr worth $49.1 billion, with 1,702,133 shares owned.
Currently, Crane Advisory's portfolio is worth at least $519 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Crane Advisory
The Crane Advisory office and employees reside in Fullerton, California. According to the last 13-F report filed with the SEC, Scott Crane serves as the Chief Compliance Officer at Crane Advisory.
Recent trades
In the most recent 13F filing, Crane Advisory revealed that it had opened a new position in
Exxon Mobil and bought 2,475 shares worth $281 million.
This means they effectively own approximately 0.1% of the company.
Exxon Mobil makes up
44.7%
of the fund's Energy sector allocation and has grown its share price by 6.3% in the past year.
The investment fund also strengthened its position in Vanguard Index Fds by buying
12,509 additional shares.
This makes their stake in Vanguard Index Fds total 706,149 shares worth $220 billion.
On the other hand, there are companies that Crane Advisory is getting rid of from its portfolio.
Crane Advisory closed its position in MGM Resorts International on 12th July 2024.
It sold the previously owned 7,488 shares for $343 million.
Scott Crane also disclosed a decreased stake in Ishares Tr by 0.4%.
This leaves the value of the investment at $82.5 billion and 2,269,904 shares.
One of the average hedge funds
The two most similar investment funds to Crane Advisory are Crow's Nest L.P. and Chemung Canal Trust Co. They manage $519 billion and $518 billion respectively.
Scott Crane investment strategy
Crane Advisory’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Technology — making up 1.5% of
the total portfolio value.
The fund focuses on investments in the United States as
35.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
39% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $555 billion.
The complete list of Crane Advisory trades based on 13F SEC filings
These positions were updated on July 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
1.80%
706,149
|
$219,515,022,000 | 42.33% |
| Pgim Etf Tr |
58.47%
1,385,303
|
$68,627,891,000 | 13.23% |
| Ishares Tr |
35.08%
2,269,904
|
$82,511,809,000 | 15.91% |
| Spdr Ser Tr |
0.17%
1,702,133
|
$49,123,547,000 | 9.47% |
| Schwab Strategic Tr |
34.34%
979,317
|
$47,927,776,000 | 9.24% |
| Vanguard Specialized Funds |
3.95%
131,510
|
$24,196,473,000 | 4.67% |
| Ishares Inc |
0.49%
91,883
|
$5,034,247,000 | 0.97% |
| Apple Inc |
0.83%
16,733
|
$3,787,273,000 | 0.73% |
| Alphabet Inc |
4.47%
21,638
|
$4,146,802,000 | 0.80% |
| Microsoft Corporation |
0.65%
3,386
|
$1,583,158,000 | 0.31% |
| Johnson Johnson |
No change
10,707
|
$1,568,361,000 | 0.30% |
| Meta Platforms Inc |
2.38%
2,327
|
$1,256,371,000 | 0.24% |
| Invesco Exchange Traded Fd T |
No change
31,040
|
$1,152,826,000 | 0.22% |
| Vanguard Scottsdale Fds |
0.79%
3,501
|
$877,106,000 | 0.17% |
| Vanguard World Fd |
0.65%
7,380
|
$875,194,000 | 0.17% |
| Amazon.com Inc. |
5.14%
3,579
|
$715,800,000 | 0.14% |
| NVIDIA Corp |
1,128.89%
4,977
|
$626,256,000 | 0.12% |
| Realty Income Corp. |
6.25%
10,544
|
$559,781,000 | 0.11% |
| Edison Intl |
15.64%
7,580
|
$548,815,000 | 0.11% |
| Aon plc. |
0.59%
1,687
|
$499,116,000 | 0.10% |
| Spdr Gold Tr |
3.43%
1,900
|
$419,767,000 | 0.08% |
| Disney Walt Co |
24.04%
4,257
|
$417,143,000 | 0.08% |
| Boeing Co. |
2.49%
1,957
|
$361,712,000 | 0.07% |
| Chevron Corp. |
5.89%
2,254
|
$347,815,000 | 0.07% |
| MGM Resorts International |
Closed
7,488
|
$343,400,000 | |
| Caterpillar Inc. |
No change
1,014
|
$332,947,000 | 0.06% |
| Spdr Sp 500 Etf Tr |
15.01%
600
|
$332,784,000 | 0.06% |
| Exxon Mobil Corp. |
Opened
2,475
|
$280,591,000 | 0.05% |
| Jpmorgan Chase Co. |
4.11%
1,291
|
$264,384,000 | 0.05% |
| Merck Co Inc |
3.40%
2,039
|
$257,832,000 | 0.05% |
| Ishares Tr |
Opened
2,314
|
$232,302,000 | 0.04% |
| Medtronic Plc |
Closed
2,499
|
$209,716,000 | |
| Pearson plc |
No change
13,705
|
$176,383,000 | 0.03% |
| No transactions found | |||
| Showing first 500 out of 33 holdings | |||
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