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KRAEMATON INVESTMENT ADVISORS, INC — 13F Holdings & Portfolio

CIK 1910852 · latest 13F-HR filed 2026-11-02

Backtest portfolio

KRAEMATON INVESTMENT ADVISORS, INC manages $133.9M in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are RTX (5.42%), NVDA (4.75%), AAPL (3.93%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 6 new positions and exited 1; 25 existing positions rose in reported value and 40 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$133.9M

Long-equity book

Holdings
108

Distinct positions

Period
2026-09-30

Filed 2026-11-02

Q/Q Activity
+6 / −1 / ↑25 / ↓40

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
RTX5.4% · -0%NVDA4.7% · +1%AAPL3.9% · -4%GLDM3.6% · -0%EMBX3.0% · +1%IDMO2.9% · +0%BRK.B2.5% · 0%SLF2.5% · +0%FVD2.5% · -3%FALN2.5% · +1%APH2.5% · +98%CWST2.1% · -1%QTUM2.1% · +0%IDXX2.0% · 0%PBA2.0% · +0%AMZN2.0% · +1%GRID1.9% · +1%CRDO1.9% · +2%GDX1.8% · +0%ENFR1.8% · +4%PAVE1.6% · +3%PLTR1.5% · 0%ARKK1.4% · -0%XJAN1.4% · -9%FTHF1.4% · +4%CHRD1.3% · -4%AFL1.3% · +0%XSEP1.1% · -19%INCO1.1% · -1%JEPQ1.1% · -8%MSFT1.1% · +0%GSEP0.9% · -24%CWB0.9% · +0%SPHQ0.9% · +3%REMX0.8% · 0%FYEE0.8% · +4%VGT0.8% · +1%FPE0.7% · -0%CIBR0.7% · 0%LLY0.7% · +0%COWZ0.7% · +0%REGL0.7% · -3%GCOW0.7% · +3%OCUL0.7% · +7%DEM0.7% · +0%SDVY0.7% · +0%KKR0.6% · 0%ED0.6% · -3%CARR0.6% · -2%DDFN0.6% · 0%BA0.6% · +2%DDFJ0.6% · 0%CRM0.6% · +0%THOR0.5% · newEMLP0.5% · +0%WULF0.5% · +10%SHYG0.5% · -7%GOOGL0.5% · +1%ADBE0.5% · -4%HODL0.5% · +22%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

5 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 12, 2026.

Assets Under Management
$201.5M
Discretionary
$201.5M
Employees
2
Accounts
476
Address
25 BRAINTREE HILL OFFICE PARK
SUITE 200
BRAINTREE, MA 02184
Phone
(781) 431-9425
Website
Name Title / Status Ownership Type
CLINTON, GREGORY, TODD ControlPRESIDENT, CCO
since Aug 2018
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Mar 7, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 23, 2018 filing
  • No longer listedMOREIRA, GILBERT, ARRUDA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2004
  • No longer listedSOTELL, RICHARD, MARTIN · VICE PRESIDENT · 50–75% · control person · listed since Jun 2004
  • ChangedCLINTON, GREGORY, TODD · title PRESIDENT, TREASURER → PRESIDENT, CCO; ownership 25–50% → 75% or more
Mar 7, 2012 filing (earliest on record)
  • ListedCLINTON, GREGORY, TODD · PRESIDENT, TREASURER · 25–50% · control person
  • ListedMOREIRA, GILBERT, ARRUDA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedSOTELL, RICHARD, MARTIN · VICE PRESIDENT · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 25 →

Top Trims

Show all 40 →

New Positions

Show all 6 →

Exited Positions

Show all 1 →

KRAEMATON INVESTMENT ADVISORS, INC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 RTX CORPORATION RTX 75513E101 $7.3M 5.42% 39,062 SH
2 NVIDIA CORPORATION NVDA 67066G104 $6.4M 4.75% 27,838 SH
3 APPLE INC AAPL 037833100 $5.3M 3.93% 15,806 SH
4 WORLD GOLD TR GLDM 98149E303 $4.8M 3.61% 58,780 SH
5 VANECK FDS EMBX 92107P772 $4.0M 3.02% 81,759 SH
6 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $3.8M 2.86% 62,822 SH
7 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.4M 2.52% 6,765 SH
8 SUN LIFE FINANCIAL INC. SLF 866796105 $3.3M 2.50% 42,936 SH
9 FIRST TR EXCHANGE-TRADED FD FVD 33734H106 $3.3M 2.50% 71,231 SH
10 ISHARES TR FALN 46435G474 $3.3M 2.48% 127,980 SH
11 AMPHENOL CORP APH 032095101 $3.3M 2.46% 39,128 SH
12 CASELLA WASTE SYS INC CWST 147448104 $2.8M 2.12% 35,297 SH
13 ETF SER SOLUTIONS QTUM 26922A420 $2.8M 2.12% 18,675 SH
14 IDEXX LABS INC IDXX 45168D104 $2.7M 2.00% 5,130 SH
15 PEMBINA PIPELINE CORP PBA 706327103 $2.7M 1.98% 59,602 SH
16 AMAZON COM INC AMZN 023135106 $2.6M 1.97% 10,563 SH
17 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $2.6M 1.91% 14,436 SH
18 CREDO TECHNOLOGY GROUP HOLDI CRDO G25457105 $2.5M 1.86% 12,792 SH
19 VANECK ETF TRUST GDX 92189F106 $2.5M 1.83% 27,975 SH
20 ALPS ETF TR ENFR 00162Q676 $2.4M 1.78% 64,904 SH
21 GLOBAL X FDS PAVE 37954Y673 $2.1M 1.61% 40,934 SH
22 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $2.0M 1.50% 10,767 SH
23 ARK ETF TR ARKK 00214Q104 $1.9M 1.42% 21,296 SH
24 FIRST TR EXCHNG TRADED FD VI XJAN 33740F318 $1.8M 1.37% 46,525 SH
25 FIRST TR EXCHANGE-TRADED FD FTHF 33734X747 $1.8M 1.35% 36,917 SH
26 CHORD ENERGY CORPORATION CHRD 674215207 $1.8M 1.33% 13,255 SH
27 AFLAC INC AFL 001055102 $1.7M 1.29% 15,504 SH
28 FIRST TR EXCHNG TRADED FD VI XSEP 33740U810 $1.5M 1.13% 33,503 SH
29 COLUMBIA ETF TR II INCO 19762B707 $1.5M 1.09% 25,231 SH
30 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $1.4M 1.06% 23,235 SH
31 MICROSOFT CORP MSFT 594918104 $1.4M 1.05% 2,745 SH
32 FIRST TR EXCHNG TRADED FD VI GSEP 33740U711 $1.2M 0.93% 29,500 SH
33 SPDR SERIES TRUST CWB 78464A359 $1.2M 0.92% 12,161 SH
34 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $1.2M 0.90% 14,291 SH
35 VANECK ETF TRUST REMX 92189H805 $1.1M 0.84% 17,472 SH
36 FIDELITY GREENWOOD STREET TR FYEE 31624J729 $1.1M 0.84% 37,753 SH
37 VANGUARD WORLD FD VGT 92204A702 $1.1M 0.80% 8,498 SH
38 FIRST TR EXCH TRADED FD III FPE 33739E108 $999.1K 0.75% 58,598 SH
39 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $964.6K 0.72% 9,357 SH
40 ELI LILLY & CO LLY 532457108 $960.2K 0.72% 830 SH
41 PACER FDS TR COWZ 69374H881 $931.8K 0.70% 13,957 SH
42 PROSHARES TR REGL 74347B680 $926.3K 0.69% 10,711 SH
43 PACER FDS TR GCOW 69374H709 $913.4K 0.68% 20,411 SH
44 OCULAR THERAPEUTIX INC OCUL 67576A100 $901.4K 0.67% 117,517 SH
45 WISDOMTREE TR DEM 97717W315 $883.2K 0.66% 15,968 SH
46 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $870.0K 0.65% 21,438 SH
47 KKR & CO INC KKR 48251W104 $821.6K 0.61% 8,998 SH
48 CONSOLIDATED EDISON INC ED 209115104 $788.9K 0.59% 7,718 SH
49 CARRIER GLOBAL CORPORATION CARR 14448C104 $787.2K 0.59% 14,349 SH
50 INNOVATOR ETFS TRUST DDFN 45784N452 $778.0K 0.58% 37,922 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-02 $133.9M 108 0001951757-26-001789
2026-06-30 2026-07-24 $134.3M 103 0001951757-26-001042
2026-03-31 2026-05-13 $122.8M 99 0001951757-26-000846
2025-12-31 2026-01-21 $125.5M 102 0001951757-26-000246
2025-09-30 2025-11-07 $116.9M 100 0001951757-25-001351
Filer Information
Address
25 BRAINTREE HILL OFFICE PARK
SUITE 200
BRAINTREE, MA 02184
Phone
(781) 431-9425
Filing Manager
KRAEMATON INVESTMENT ADVISORS, INC
BRAINTREE, MA
Signatory
GREGORY CLINTON
CHIEF COMPLIANCE OFFICER