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KRAEMATON INVESTMENT ADVISORS, INC — 13F Holdings & Portfolio

CIK 1910852 · latest 13F-HR filed 2026-07-24

Backtest portfolio

KRAEMATON INVESTMENT ADVISORS, INC manages $134.3M in 13F-reported U.S. long-equity assets across 103 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RTX (5.54%), NVDA (4.10%), AAPL (3.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 4, added to 50, and trimmed 21.

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.

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
Loading holdings…
AUM

$134.3M

Long-equity book

Holdings

103

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+8 / −4 / ↑50 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CREDO TECHNOLOGY GROUP HOLDI$2.3M +196.8%
  • ETF SER SOLUTIONS$1.8M +134.2%
  • FIRST TR EXCHANGE-TRADED FD$982.7K +123.9%
  • AMPHENOL CORP$919.3K +35.8%
  • SUN LIFE FINANCIAL INC.$672.9K +25.0%
Show all 50 →

Top Trims

  • WORLD GOLD TR-$831.5K -15.1%
  • CHORD ENERGY CORPORATION-$645.4K -28.9%
  • VANECK ETF TRUST-$381.6K -15.3%
  • PALANTIR TECHNOLOGIES INC-$337.4K -21.2%
  • FIRST TR EXCHNG TRADED FD VI-$294.0K -15.5%
Show all 21 →

New Positions

  • ABBOTT LABORATORIES$446.7K
  • GENERAC HLDGS INC$395.3K
  • MICRON TECHNOLOGY INC$296.4K
  • QUALCOMM INC$296.4K
  • INNOVATOR ETFS TRUST$258.9K
Show all 8 →

Exited Positions

  • KRANESHARES TRUST$412.6K
  • HUBSPOT INC$299.5K
  • OTIS WORLDWIDE CORP$207.9K
  • GOLDMAN SACHS BDC INC$153.9K
Show all 4 →
All Holdings

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 $7.4M 5.54% 39,244 SH
2 NVIDIA CORPORATION NVDA 67066G104 $5.5M 4.10% 27,518 SH
3 APPLE INC AAPL 037833100 $4.8M 3.54% 16,443 SH
4 WORLD GOLD TR GLDM 98149E303 $4.7M 3.48% 58,786 SH
5 VANECK FDS EMBX 92107P772 $4.2M 3.10% 81,023 SH
6 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $3.8M 2.81% 62,634 SH
7 FIRST TR EXCHANGE-TRADED FD FVD 33734H106 $3.5M 2.63% 73,274 SH
8 AMPHENOL CORP APH 032095101 $3.5M 2.60% 19,793 SH
9 ISHARES TR FALN 46435G474 $3.5M 2.58% 127,153 SH
10 CASELLA WASTE SYS INC CWST 147448104 $3.5M 2.58% 35,677 SH
11 CREDO TECHNOLOGY GROUP HOLDI CRDO G25457105 $3.4M 2.54% 12,547 SH
12 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.4M 2.52% 6,765 SH
13 SUN LIFE FINANCIAL INC. SLF 866796105 $3.4M 2.50% 42,865 SH
14 ETF SER SOLUTIONS QTUM 26922A420 $3.1M 2.30% 18,644 SH
15 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $2.7M 2.05% 14,323 SH
16 PEMBINA PIPELINE CORP PBA 706327103 $2.7M 2.04% 59,286 SH
17 IDEXX LABS INC IDXX 45168D104 $2.7M 2.01% 5,130 SH
18 AMAZON COM INC AMZN 023135106 $2.5M 1.86% 10,453 SH
19 ALPS ETF TR ENFR 00162Q676 $2.4M 1.77% 62,444 SH
20 GLOBAL X FDS PAVE 37954Y673 $2.4M 1.75% 39,904 SH
21 VANECK ETF TRUST GDX 92189F106 $2.1M 1.57% 27,910 SH
22 FIRST TR EXCHNG TRADED FD VI XJAN 33740F318 $2.0M 1.46% 51,115 SH
23 FIRST TR EXCHNG TRADED FD VI XSEP 33740U810 $1.8M 1.37% 41,417 SH
24 AFLAC INC AFL 001055102 $1.8M 1.35% 15,494 SH
25 FIRST TR EXCHANGE-TRADED FD FTHF 33734X747 $1.8M 1.32% 35,670 SH
26 ARK ETF TR ARKK 00214Q104 $1.7M 1.29% 21,392 SH
27 FIRST TR EXCHNG TRADED FD VI GSEP 33740U711 $1.6M 1.19% 38,991 SH
28 CHORD ENERGY CORPORATION CHRD 674215207 $1.6M 1.18% 13,886 SH
29 VANECK ETF TRUST REMX 92189H805 $1.5M 1.15% 17,472 SH
30 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $1.5M 1.15% 25,119 SH
31 COLUMBIA ETF TR II INCO 19762B707 $1.5M 1.13% 25,461 SH
32 SPDR SERIES TRUST CWB 78464A359 $1.3M 0.97% 12,129 SH
33 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.3M 0.94% 10,767 SH
34 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $1.3M 0.93% 13,921 SH
35 OCULAR THERAPEUTIX INC OCUL 67576A100 $1.1M 0.80% 109,967 SH
36 CARRIER GLOBAL CORPORATION CARR 14448C104 $1.1M 0.80% 14,643 SH
37 FIRST TR EXCH TRADED FD III FPE 33739E108 $1.0M 0.78% 58,705 SH
38 FIDELITY GREENWOOD STREET TR FYEE 31624J729 $1.0M 0.78% 36,143 SH
39 TERAWULF INC WULF 88080T104 $1.0M 0.77% 41,800 SH
40 MICROSOFT CORP MSFT 594918104 $1.0M 0.76% 2,743 SH
41 PROSHARES TR REGL 74347B680 $1.0M 0.75% 11,013 SH
42 VANGUARD WORLD FD VGT 92204A702 $1.0M 0.75% 8,429 SH
43 ELI LILLY & CO LLY 532457108 $994.5K 0.74% 829 SH
44 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $924.2K 0.69% 21,424 SH
45 BOEING CO BA 097023105 $886.4K 0.66% 4,095 SH
46 CONSOLIDATED EDISON INC ED 209115104 $878.8K 0.65% 7,944 SH
47 PACER FDS TR COWZ 69374H881 $865.7K 0.64% 13,918 SH
48 PACER FDS TR GCOW 69374H709 $858.9K 0.64% 19,835 SH
49 WISDOMTREE TR DEM 97717W315 $856.0K 0.64% 15,913 SH
50 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $840.7K 0.63% 9,357 SH
Filing History
Period Filed AUM Holdings Accession
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