Latest KRAEMATON INVESTMENT ADVISORS, INC Stock Portfolio

$122Million– No. of Holdings #98

KRAEMATON INVESTMENT ADVISORS, INC Performance:

2026 Q1: -2.12%YTD: -2.12%2025: 15.5%

Performance for 2026 Q1 is -2.12%, and YTD is -2.12%, and 2025 is 15.5%.

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

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, KRAEMATON INVESTMENT ADVISORS, INC reported an equity portfolio of $122.8 Millions as of 31 Mar, 2026.

The top stock holdings of KRAEMATON INVESTMENT ADVISORS, INC are RTX, GLDM, NVDA. The fund has invested 6.2% of it's portfolio in RTX CORPORATION and 4.5% of portfolio in WORLD GOLD TR.

The fund managers got completely rid off LEMONADE INC (LMND), ARK ETF TR (ARKF) and ABBOTT LABS (ABT) stocks. They significantly reduced their stock positions in GOLDMAN SACHS BDC INC (GSBD), ADOBE INC (ADBE) and OTIS WORLDWIDE CORP (OTIS). KRAEMATON INVESTMENT ADVISORS, INC opened new stock positions in OCULAR THERAPEUTIX INC (OCUL), FIRST TR EXCHANGE-TRADED FD (CARZ) and INNOVATOR ETFS TRUST. The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), CREDO TECHNOLOGY GROUP HOLDI (CRDO) and ALPS ETF TR (ACES).

KRAEMATON INVESTMENT ADVISORS, INC Equity Portfolio Value

Last Reported on: 13 May, 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 -2.12% in the last quarter. In trailing 12 months, it's portfolio return was 14.83%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ocular therapeutix inc	826,816
first tr exchange-traded fd	793,021
innovator etfs trust	659,414
aar corp	397,668

New stocks bought by KRAEMATON INVESTMENT ADVISORS, INC

Additions

Ticker	% Inc.
vaneck etf trust	56.42
credo technology group holdi	27.15
alps etf tr	22.28
vaneck bitcoin etf	17.81
fidelity greenwood street tr	13.96
alphabet inc	11.28
invesco exch traded fd tr ii	9.94
brookfield corp	7.67

Additions to existing portfolio by KRAEMATON INVESTMENT ADVISORS, INC

Reductions

Ticker	% Reduced
goldman sachs bdc inc	-35.78
adobe inc	-23.12
otis worldwide corp	-19.8
nisource inc	-16.29
proshares tr	-14.47
hubspot inc	-12.67
first tr exchng traded fd vi	-10.28
spdr series trust	-9.38

KRAEMATON INVESTMENT ADVISORS, INC reduced stake in above stock

Sold off

Ticker	$ Sold
ark etf tr	-236,917
lemonade inc	-311,840
j p morgan exchange traded f	-210,996
amplify etf tr	-214,257
vaneck etf trust	-210,010
abbott labs	-234,542
qualcomm inc	-214,240

KRAEMATON INVESTMENT ADVISORS, INC got rid off the above stocks

Sector Distribution

KRAEMATON INVESTMENT ADVISORS, INC has about 58.7% of it's holdings in Others sector.

Others
Technology
Industrials
Healthcare
Financial Services
Consumer Cyclical
Energy
Utilities

Sector	%
Others	58.7
Technology	15
Industrials	10.7
Healthcare	5
Financial Services	3.6
Consumer Cyclical	2.1
Energy	1.8
Utilities	1.4

Market Cap. Distribution

KRAEMATON INVESTMENT ADVISORS, INC has about 34.9% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MEGA-CAP
LARGE-CAP
MID-CAP

Category	%
UNALLOCATED	58.7
MEGA-CAP	21.4
LARGE-CAP	13.5
MID-CAP	5.6

Stocks belong to which Index?

About 38.5% 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	%
Others	61.5
S&P 500	31.6
RUSSELL 2000	6.9

Top 5 Winners (%)		%
CHRD	chord energy corporation	51.8 %
OLN	olin corp	42.3 %
TTMI	ttm technologies inc	40.8 %
	ge vernova inc	33.0 %
WULF	terawulf inc	25.4 %

Top 5 Winners ($)		$
CHRD	chord energy corporation	0.8 M
GLDM	world gold tr	0.4 M
PBA	pembina pipeline corp	0.4 M
ACES	alps etf tr	0.4 M
RTX	rtx corporation	0.4 M

Top 5 Losers (%)		%
HUBS	hubspot inc	-36.7 %
CRDO	credo technology group holdi	-32.3 %
SNOW	snowflake inc	-31.3 %
CRM	salesforce inc	-29.2 %
KKR	kkr & co inc	-27.1 %

Top 5 Losers ($)		$
CWST	casella waste sys inc	-0.7 M
IDXX	idexx labs inc	-0.6 M
CRDO	credo technology group holdi	-0.5 M
ADBE	adobe inc	-0.4 M
NVDA	nvidia corporation	-0.4 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 98 stocks in it's portfolio. About 35.1% of the portfolio is in top 10 stocks. CWST proved to be the most loss making stock for the portfolio. CHRD was the most profitable stock for KRAEMATON INVESTMENT ADVISORS, INC last quarter.

Last Reported on: 13 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.49	16,903	4,289,940	reduced	-6.59

AAXJ	ishares tr	0.24	1,819	298,562	added	0.11

ABBV	abbvie inc	0.33	1,846	401,548	added	0.11

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

ACES	alps etf tr	1.93	61,939	2,366,700	added	22.28

ACIO	etf ser solutions	1.07	12,271	1,316,630	added	0.12

ACWF	ishares tr	0.61	17,718	749,665	reduced	-3.08

ADBE	adobe inc	0.64	3,245	788,795	reduced	-23.12

AFK	vaneck etf trust	2.02	27,105	2,487,440	added	0.04

AFK	vaneck etf trust	0.35	10,466	426,069	added	56.42

AFK	vaneck etf trust	0.29	2,687	357,852	reduced	-3.59

AFK	vaneck etf trust	0.00	0.00	0.00	sold off	-100

AFL	aflac inc	1.38	15,447	1,694,720	reduced	-1.3

AFLG	first tr exchng traded fd vi	1.67	56,835	2,053,160	reduced	-2.57

AFLG	first tr exchng traded fd vi	0.22	5,300	267,173	unchanged	0.00

AFTY	pacer fds tr	0.72	19,159	885,924	added	1.46

AFTY	pacer fds tr	0.71	13,907	869,991	added	0.66

AFTY	pacer fds tr	0.33	9,584	406,752	added	0.41

AGNG	global x fds	1.65	39,934	2,029,030	reduced	-0.53

AGT	ishares tr	2.78	127,837	3,415,800	reduced	-1.71