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Latest KRAEMATON INVESTMENT ADVISORS, INC Stock Portfolio

$134Million | No. of Holdings #102

KRAEMATON INVESTMENT ADVISORS, INC Performance

2026 Q2+6.05%
YTD+3.80%
2025+15.50%

About KRAEMATON INVESTMENT ADVISORS, INC and 13F Hedge Fund Stock Holdings

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, KRAEMATON INVESTMENT ADVISORS, INC reported an equity portfolio of $134.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of KRAEMATON INVESTMENT ADVISORS, INC are RTX, NVDA, AAPL. The fund has invested 5.5% of it's portfolio in RTX CORPORATION and 4.1% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off KRANESHARES TRUST (BNDD), HUBSPOT INC (HUBS) and OTIS WORLDWIDE CORP (OTIS) stocks. They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), ISHARES TR (AAXJ) and COLUMBIA ETF TR II (ECON). KRAEMATON INVESTMENT ADVISORS, INC opened new stock positions in ABBOTT LABORATORIES (ABT), GENERAC HLDGS INC (GNRC) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), FIRST TR EXCHANGE-TRADED FD (CARZ) and ETF SER SOLUTIONS (ACIO).
KRAEMATON INVESTMENT ADVISORS, INC Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$134Million
  as of Jul 24, 2026

KRAEMATON INVESTMENT ADVISORS, INC Annual Return Estimates Vs S&P 500

Our best estimate is that KRAEMATON INVESTMENT ADVISORS, INC made a return of 6.05% in the last quarter. In trailing 12 months, it's portfolio return was 12.99%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
abbott laboratories446,742
generac hldgs inc395,293
micron technology inc296,399
qualcomm inc296,390
innovator etfs trust258,857
asml hldg nv234,648
stonex group inc220,410
putnam etf trust155,125
New stocks bought by KRAEMATON INVESTMENT ADVISORS, INC

Additions

Ticker% Inc.
vanguard world fd700
first tr exchange-traded fd67.99
etf ser solutions51.94
invesco exchange traded fd t25.25
aar corp21.06
ocular therapeutix inc12.65
vaneck etf trust12.18
innovator etfs trust7.4
Additions to existing portfolio by KRAEMATON INVESTMENT ADVISORS, INC

Reductions

Ticker% Reduced
first tr exchng traded fd vi-21.42
ishares tr-17.98
columbia etf tr ii-17.44
adobe inc-15.13
first tr exchng traded fd vi-13.34
select sector spdr tr-13.04
chord energy corporation-11.57
nvidia corporation-11.18
KRAEMATON INVESTMENT ADVISORS, INC reduced stake in above stock

Sold off

Ticker$ Sold
goldman sachs bdc inc-153,894
kraneshares trust-412,565
otis worldwide corp-207,941
hubspot inc-299,511
KRAEMATON INVESTMENT ADVISORS, INC got rid off the above stocks

Sector Distribution

KRAEMATON INVESTMENT ADVISORS, INC has about 57.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Utilities
  • Energy
Sector%
Others57.7
Technology16.6
Industrials10.6
Healthcare5.1
Financial Services3.9
Consumer Cyclical2.3
Utilities1.3
Energy1.2

Market Cap. Distribution

KRAEMATON INVESTMENT ADVISORS, INC has about 35.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED57.7
MEGA-CAP20.6
LARGE-CAP15.1
MID-CAP5.9

Stocks belong to which Index?

About 40.2% of the stocks held by KRAEMATON INVESTMENT ADVISORS, INC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others59.7
S&P 50031.2
RUSSELL 20009
Top 5 Winners (%)%
CRDO
credo technology group holdi
183.3 %
TTMI
ttm technologies inc
91.4 %
WULF
terawulf inc
71.0 %
SNOW
snowflake inc
65.3 %
CARZ
first tr exchange-traded fd
43.3 %
Top 5 Winners ($)$
CRDO
credo technology group holdi
2.2 M
APH
amphenol corp
1.0 M
ACIO
etf ser solutions
0.9 M
NVDA
nvidia corporation
0.8 M
SLF
sun life financial inc.
0.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
OLN
olin corp
-33.3 %
HII
huntington ingalls inds inc
-26.3 %
SLV
ishares silver tr
-21.5 %
PLTR
palantir technologies inc
-20.1 %
Top 5 Losers ($)$
VAW
vanguard world fd
-2.7 M
GLDM
world gold tr
-0.8 M
AFK
vaneck etf trust
-0.4 M
CHRD
chord energy corporation
-0.4 M
PLTR
palantir technologies inc
-0.3 M

KRAEMATON INVESTMENT ADVISORS, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of KRAEMATON INVESTMENT ADVISORS, INC

KRAEMATON INVESTMENT ADVISORS, INC has 102 stocks in it's portfolio. About 33% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. CRDO was the most profitable stock for KRAEMATON INVESTMENT ADVISORS, INC last quarter.

$134.28MTotal Value
107Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of KRAEMATON INVESTMENT ADVISORS, INC, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KRAEMATON INVESTMENT ADVISORS, INC's holding in Ishares Tr over time
0.2%1,492
$261.6K
0.2%
decreased 17.98 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
KRAEMATON INVESTMENT ADVISORS, INC's holding in Alps Etf Tr over time
1.77%62,444
$2.38M
1.77%
increased 0.82 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
KRAEMATON INVESTMENT ADVISORS, INC's holding in Etf Ser Solutions over time
2.3%18,644
$3.08M
2.3%
increased 51.94 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
KRAEMATON INVESTMENT ADVISORS, INC's holding in Ishares Tr over time
0.54%16,928
$717.9K
0.54%
decreased 4.46 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
KRAEMATON INVESTMENT ADVISORS, INC's holding in Vaneck Etf Trust over time
1.57%27,910
$2.11M
1.57%
increased 2.97 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
KRAEMATON INVESTMENT ADVISORS, INC's holding in Vaneck Etf Trust over time
0.35%11,741
$465.8K
0.35%
increased 12.18 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
KRAEMATON INVESTMENT ADVISORS, INC's holding in Vaneck Etf Trust over time
0.23%2,687
$311.6K
0.23%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
KRAEMATON INVESTMENT ADVISORS, INC's holding in First Tr Exchng Traded Fd Vi over time
1.46%51,115
$1.96M
1.46%
decreased 10.06 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
KRAEMATON INVESTMENT ADVISORS, INC's holding in First Tr Exchng Traded Fd Vi over time
0.2%4,950
$272.7K
0.2%
decreased 6.6 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
KRAEMATON INVESTMENT ADVISORS, INC's holding in Pacer Fds Tr over time
0.64%13,918
$865.7K
0.64%
increased 0.08 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
KRAEMATON INVESTMENT ADVISORS, INC's holding in Pacer Fds Tr over time
0.64%19,835
$858.9K
0.64%
increased 3.53 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
KRAEMATON INVESTMENT ADVISORS, INC's holding in Pacer Fds Tr over time
0.3%9,600
$399.6K
0.3%
increased 0.17 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
KRAEMATON INVESTMENT ADVISORS, INC's holding in Global X Fds over time
1.75%39,904
$2.35M
1.75%
decreased 0.08 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
KRAEMATON INVESTMENT ADVISORS, INC's holding in Ishares Tr over time
2.58%127,153
$3.46M
2.58%
decreased 0.54 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
KRAEMATON INVESTMENT ADVISORS, INC's holding in Wisdomtree Tr over time
0.64%15,913
$856.0K
0.64%
decreased 2.91 percentreduced