Latest KRAEMATON INVESTMENT ADVISORS, INC Stock Portfolio

KRAEMATON INVESTMENT ADVISORS, INC Performance:

2025 Q3: 3.82%YTD: 6.81%2024: 5.63%

Performance for 2025 Q3 is 3.82%, and YTD is 6.81%, and 2024 is 5.63%.

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

In it's latest 13F Holdings report, KRAEMATON INVESTMENT ADVISORS, INC reported an equity portfolio of $116.9 Millions as of 30 Sep, 2025.

The top stock holdings of KRAEMATON INVESTMENT ADVISORS, INC are RTX, NVDA, GLDM. The fund has invested 5.7% of it's portfolio in RTX CORPORATION and 5% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG) and KRANESHARES TRUST (BNDD) stocks. They significantly reduced their stock positions in ALTIMMUNE INC (ALT), WAVE LIFE SCIENCES LTD (WVE) and HIMAX TECHNOLOGIES INC (HIMX). KRAEMATON INVESTMENT ADVISORS, INC opened new stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), ETF SER SOLUTIONS (ACIO) and ARK ETF TR (ARKF). The fund showed a lot of confidence in some stocks as they added substantially to TERAWULF INC (WULF), INVESCO EXCH TRADED FD TR II (CGW) and INTUITIVE SURGICAL INC (ISRG).

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

Our best estimate is that KRAEMATON INVESTMENT ADVISORS, INC made a return of 3.82% in the last quarter. In trailing 12 months, it's portfolio return was 6.49%.

New Buys

Ticker	$ Bought
first tr exchng traded fd vi	1,853,350
etf ser solutions	599,200
ark etf tr	297,501
vaneck etf trust	264,518
alphabet inc	235,759
eversource energy	219,725
spdr s&p 500 etf tr	212,277
invesco actively managed exc	209,282

New stocks bought by KRAEMATON INVESTMENT ADVISORS, INC

Additions

Ticker	% Inc.
terawulf inc	167
invesco exch traded fd tr ii	153
intuitive surgical inc	70.34
wisdomtree tr	68.46
vanguard world fd	35.14
vaneck bitcoin etf	27.8
spdr series trust	10.64
vaneck etf trust	10.59

Additions to existing portfolio by KRAEMATON INVESTMENT ADVISORS, INC

Reductions

Ticker	% Reduced
altimmune inc	-48.09
wave life sciences ltd	-30.53
himax technologies inc	-25.88
soundhound ai inc	-25.79
goldman sachs bdc inc	-21.74
vertex pharmaceuticals inc	-21.35
pacer fds tr	-12.85
eli lilly & co	-12.38

KRAEMATON INVESTMENT ADVISORS, INC reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchng traded fd vi	-1,876,990
kraneshares trust	-472,654
first tr exchng traded fd vi	-217,229

KRAEMATON INVESTMENT ADVISORS, INC got rid off the above stocks

Sector Distribution

KRAEMATON INVESTMENT ADVISORS, INC has about 53.3% of it's holdings in Others sector.

Sector	%
Others	53.3
Technology	18.9
Industrials	10.8
Healthcare	5.2
Financial Services	4.3
Consumer Cyclical	2.5
Energy	2.1
Utilities	1.3

Market Cap. Distribution

KRAEMATON INVESTMENT ADVISORS, INC has about 38.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	53.3
LARGE-CAP	22
MEGA-CAP	16.7
MID-CAP	6.6
SMALL-CAP	1.1

Stocks belong to which Index?

About 42.2% of the stocks held by KRAEMATON INVESTMENT ADVISORS, INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	57.8
S&P 500	34.9
RUSSELL 2000	7.3

Top 5 Winners (%)		%
CRDO	credo technology group holdi	57.3 %
SOUN	soundhound ai inc	49.9 %
TSLA	tesla inc	40.0 %
PLTR	palantir technologies inc	33.8 %
WULF	terawulf inc	29.9 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	0.9 M
AAPL	apple inc	0.9 M
RTX	rtx corporation	0.8 M
IDXX	idexx labs inc	0.5 M
APH	amphenol corp new	0.5 M

Top 5 Losers (%)		%
CARR	carrier global corporation	-18.4 %
CWST	casella waste sys inc	-17.8 %
LYB	lyondellbasell industries n	-15.2 %
HUBS	hubspot inc	-15.1 %
CRM	salesforce inc	-13.1 %

Top 5 Losers ($)		$
CWST	casella waste sys inc	-0.8 M
CARR	carrier global corporation	-0.2 M
ADBE	adobe inc	-0.2 M
HUBS	hubspot inc	-0.2 M
CRM	salesforce inc	-0.1 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 99 stocks in it's portfolio. About 35.6% of the portfolio is in top 10 stocks. CWST proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for KRAEMATON INVESTMENT ADVISORS, INC last quarter.

Last Reported on: 07 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.89	17,840	4,542,480	reduced	-0.56

ABBV	abbvie inc	0.36	1,842	426,417	added	0.16

ABT	abbott labs	0.22	1,872	250,674	added	0.05

ACES	alps etf tr	1.41	50,952	1,651,350	added	8.81

ACIO	etf ser solutions	0.51	5,712	599,200	new

ACWF	ishares tr	0.70	18,821	814,953	reduced	-0.42

ADBE	adobe inc	1.32	4,362	1,538,700	reduced	-2.57

AFK	vaneck etf trust	1.73	26,397	2,016,710	added	10.59

AFK	vaneck etf trust	0.23	1,950	264,518	new

AFK	vaneck etf trust	0.17	2,020	200,178	new

AFL	aflac inc	1.49	15,605	1,743,110	reduced	-0.5

AFLG	first tr exchng traded fd vi	2.10	68,270	2,460,070	reduced	-5.86

AFLG	first tr exchng traded fd vi	0.28	6,552	328,615	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.00	0.00	0.00	sold off	-100

AFLG	first tr exchng traded fd vi	0.00	0.00	0.00	sold off	-100

AFTY	pacer fds tr	0.68	13,816	794,028	reduced	-8.19

AFTY	pacer fds tr	0.66	19,383	767,950	added	0.3

AFTY	pacer fds tr	0.30	8,015	350,906	reduced	-12.85

AFTY	pacer fds tr	0.30	9,545	347,612	added	0.16

AGNG	global x fds	1.65	40,577	1,932,700	added	1.48