Crane-Advisory

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "CAT",
  null,
  null,
  "META",
  "MSFT",
  null,
  "HSY",
  null,
  "IEMG",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "O",
  "GLD",
  null,
  "IBM",
  "TJX",
  "VO",
  "VOE",
  "VIG",
  null,
  "AON",
  "AMZN",
  null,
  "VUG",
  "VONE",
  "MGV",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  null,
  "EIX",
  "PSO",
  "BA",
  "CVX",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 44
Total Value: 553193167
Accession Number: 0001085146-25-002148
Form Type: 13F-HR
CIK: crane-advisory
Manager Name: Crane-Advisory

Data Enrichment

80% identified

35 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $553.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46137V282

Shares:31.0K

Value:$991.4K

% of Portfolio:0.2% ($991.4K/$553.2M)

921910840

MGV|921910840

Shares:7.3K

Value:$877.8K

% of Portfolio:0.2% ($877.8K/$553.2M)

92206C730

VONE|92206C730

Shares:3.5K

Value:$845.0K

% of Portfolio:0.2% ($845.0K/$553.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.7K

Value:$732.7K

% of Portfolio:0.1% ($732.7K/$553.2M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.2K

Value:$646.5K

% of Portfolio:0.1% ($646.5K/$553.2M)

Aon plc

AON|G0403H108

Shares:1.7K

Value:$623.5K

% of Portfolio:0.1% ($623.5K/$553.2M)

REALTY INCOME CORP

O|756109104

Shares:10.5K

Value:$582.2K

% of Portfolio:0.1% ($582.2K/$553.2M)

EDISON INTERNATIONAL

EIX|281020107

Shares:9.7K

Value:$545.4K

% of Portfolio:0.1% ($545.4K/$553.2M)

922908769

VTI|922908769

Shares:1.7K

Value:$438.2K

% of Portfolio:0.1% ($438.2K/$553.2M)

CHEVRON CORP

CVX|166764100

Shares:2.8K

Value:$382.6K

% of Portfolio:0.1% ($382.6K/$553.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:600

Value:$320.4K

% of Portfolio:0.1% ($320.4K/$553.2M)

Walmart Inc.

WMT|931142103

Shares:3.3K

Value:$307.6K

% of Portfolio:0.1% ($307.6K/$553.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.3K

Value:$304.9K

% of Portfolio:0.1% ($304.9K/$553.2M)

BOEING CO

BA|097023105

Shares:1.9K

Value:$300.5K

% of Portfolio:0.1% ($300.5K/$553.2M)

CATERPILLAR INC

CAT|149123101

Shares:1.0K

Value:$297.6K

% of Portfolio:0.1% ($297.6K/$553.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.7K

Value:$279.0K

% of Portfolio:0.1% ($279.0K/$553.2M)

Walt Disney Co

DIS|254687106

Shares:3.3K

Value:$276.5K

% of Portfolio:0.0% ($276.5K/$553.2M)

HERSHEY CO

HSY|427866108

Shares:1.6K

Value:$260.9K

% of Portfolio:0.0% ($260.9K/$553.2M)

46436E569

Shares:6.3K

Value:$255.9K

% of Portfolio:0.0% ($255.9K/$553.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:968

Value:$227.9K

% of Portfolio:0.0% ($227.9K/$553.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V282)✕	31.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$991.4K	0.2% ($991.4K/$553.2M)	QoQ -15.96% (-$188.4K) YoY -7.23% (-$77.3K)
(MGVcusip921910840)	7.3K	QoQ -1.61% (-119) YoY -2.24% (-167)	All Managers (Combined)	$877.8K	0.2% ($877.8K/$553.2M)	QoQ -5.29% (-$49.1K) YoY +1.00% (-$8.7K)
(VONEcusip92206C730)	3.5K	QoQ 0.00% (-0) YoY -1.07% (-38)	All Managers (Combined)	$845.0K	0.2% ($845.0K/$553.2M)	QoQ -10.08% (-$94.8K) YoY +2.53% (-$20.9K)
Alphabet Inc.(GOOGLcusip02079K305)	4.7K	QoQ +5.02% (-223) YoY +0.10% (+5)	All Managers (Combined)	$732.7K	0.1% ($732.7K/$553.2M)	QoQ -13.93% (-$118.6K) YoY +4.51% (+$31.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.2K	QoQ -2.73% (-61) YoY +18.12% (+333)	All Managers (Combined)	$646.5K	0.1% ($646.5K/$553.2M)	QoQ +19.01% (-$103.3K) YoY +66.38% (+$257.9K)
Aon plc(AONcusipG0403H108)	1.7K	QoQ 0.00% (+0) YoY -2.35% (-40)	All Managers (Combined)	$623.5K	0.1% ($623.5K/$553.2M)	QoQ +6.30% (+$37.0K) YoY +16.72% (-$89.4K)
REALTY INCOME CORP(Ocusip756109104)	10.5K	QoQ 0.00% (+0) YoY -6.25% (-703)	All Managers (Combined)	$582.2K	0.1% ($582.2K/$553.2M)	QoQ +3.64% (+$20.5K) YoY -1.61% (-$9.6K)
EDISON INTERNATIONAL(EIXcusip281020107)	9.7K	QoQ +0.01% (-1) YoY +48.32% (+3.2K)	All Managers (Combined)	$545.4K	0.1% ($545.4K/$553.2M)	QoQ -29.69% (-$230.4K) YoY +19.12% (+$87.6K)
(VTIcusip922908769)	1.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$438.2K	0.1% ($438.2K/$553.2M)	QoQ -10.68% (-$52.4K) YoY +2.80% (+$11.9K)
CHEVRON CORP(CVXcusip166764100)	2.8K	QoQ +25.15% (+567) YoY +17.78% (-426)	All Managers (Combined)	$382.6K	0.1% ($382.6K/$553.2M)	QoQ +14.81% (+$49.4K) YoY -0.58% (-$2.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	600	QoQ 0.00% (-0) YoY -15.01% (-106)	All Managers (Combined)	$320.4K	0.1% ($320.4K/$553.2M)	QoQ -9.79% (-$34.8K) YoY -11.55% (-$41.9K)
Walmart Inc.(WMTcusip931142103)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$307.6K	0.1% ($307.6K/$553.2M)	QoQ NEW(+$307.6K) YoY NEW(+$307.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.3K	QoQ 0.00% (-0) YoY +4.11% (+51)	All Managers (Combined)	$304.9K	0.1% ($304.9K/$553.2M)	QoQ -2.91% (-$9.1K) YoY +25.69% (+$62.3K)
BOEING CO(BAcusip097023105)	1.9K	QoQ -15.66% (-356) YoY -4.53% (-91)	All Managers (Combined)	$300.5K	0.1% ($300.5K/$553.2M)	QoQ -22.15% (-$85.5K) YoY -18.31% (-$67.4K)
CATERPILLAR INC(CATcusip149123101)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$297.6K	0.1% ($297.6K/$553.2M)	QoQ -19.33% (-$71.3K) YoY -20.64% (-$77.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.7K	QoQ -1.45% (-40) YoY NEW(+2.7K)	All Managers (Combined)	$279.0K	0.1% ($279.0K/$553.2M)	QoQ -5.76% (-$17.1K) YoY NEW(+$279.0K)
Walt Disney Co(DIScusip254687106)	3.3K	QoQ 0.00% (-0) YoY -5.09% (-175)	All Managers (Combined)	$276.5K	0.0% ($276.5K/$553.2M)	QoQ -23.63% (-$85.6K) YoY -31.19% (-$125.4K)
HERSHEY CO(HSYcusip427866108)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$260.9K	0.0% ($260.9K/$553.2M)	QoQ NEW(+$260.9K) YoY NEW(+$260.9K)
(cusip46436E569)✕	6.3K	QoQ +1.13% (-70) YoY -5.24% (-346)	All Managers (Combined)	$255.9K	0.0% ($255.9K/$553.2M)	QoQ -9.64% (-$27.3K) YoY -1.63% (-$4.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	968	QoQ 0.00% (+0) YoY NEW(+968)	All Managers (Combined)	$227.9K	0.0% ($227.9K/$553.2M)	QoQ +5.76% (+$12.4K) YoY NEW(+$227.9K)