Latest KRAEMATON INVESTMENT ADVISORS, INC Stock Portfolio

KRAEMATON INVESTMENT ADVISORS, INC Performance:

2025 Q2: 5.13%YTD: 2.54%2024: 4.86%

Performance for 2025 Q2 is 5.13%, and YTD is 2.54%, and 2024 is 4.86%.

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 $106 Millions as of 30 Jun, 2025.

The top stock holdings of KRAEMATON INVESTMENT ADVISORS, INC are RTX, NVDA, CWST. The fund has invested 5.5% of it's portfolio in RTX CORPORATION and 4.8% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off INVESCO QQQ TR (QQQ) and PIXELWORKS INC (PXLW) stocks. They significantly reduced their stock positions in PACER FDS TR (AFTY), KRANESHARES TRUST (BNDD) and OLIN CORP (OLN). KRAEMATON INVESTMENT ADVISORS, INC opened new stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), INVESCO EXCH TRADED FD TR II (CGW) and GOLDMAN SACHS GROUP INC (GS). The fund showed a lot of confidence in some stocks as they added substantially to WISDOMTREE TR (AGZD), HUBSPOT INC (HUBS) and VANECK ETF TRUST (AFK).

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

Our best estimate is that KRAEMATON INVESTMENT ADVISORS, INC made a return of 5.13% in the last quarter. In trailing 12 months, it's portfolio return was 4.13%.

New Buys

Ticker	$ Bought
first tr exchng traded fd vi	1,876,990
invesco exch traded fd tr ii	727,663
goldman sachs group inc	222,471

New stocks bought by KRAEMATON INVESTMENT ADVISORS, INC

Additions

Ticker	% Inc.
wisdomtree tr	50.32
hubspot inc	25.18
vaneck etf trust	14.27
invesco exchange traded fd t	13.26
vaneck bitcoin etf	8.74
berkshire hathaway inc del	8.45
nvidia corporation	4.03
wave life sciences ltd	2.52

Additions to existing portfolio by KRAEMATON INVESTMENT ADVISORS, INC

Reductions

Ticker	% Reduced
pacer fds tr	-55.49
kraneshares trust	-36.48
olin corp	-25.39
vaneck etf trust	-21.54
first tr exchng traded fd vi	-20.6
lyondellbasell industries n	-19.21
casella waste sys inc	-16.65
eli lilly & co	-13.38

KRAEMATON INVESTMENT ADVISORS, INC reduced stake in above stock

Sold off

Ticker	$ Sold
pixelworks inc	-62,207
invesco qqq tr	-235,526

KRAEMATON INVESTMENT ADVISORS, INC got rid off the above stocks

Sector Distribution

KRAEMATON INVESTMENT ADVISORS, INC has about 52.7% of it's holdings in Others sector.

Sector	%
Others	52.7
Technology	17.9
Industrials	12.1
Healthcare	5.2
Financial Services	4.3
Consumer Cyclical	2.7
Energy	2.3

Market Cap. Distribution

KRAEMATON INVESTMENT ADVISORS, INC has about 38.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	52.7
LARGE-CAP	21.7
MEGA-CAP	16.7
MID-CAP	7.6
SMALL-CAP	1.1

Stocks belong to which Index?

About 42.6% of the stocks held by KRAEMATON INVESTMENT ADVISORS, INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	57.4
S&P 500	34.6
RUSSELL 2000	8

Top 5 Winners (%)		%
CRDO	credo technology group holdi	128.7 %
PLTR	palantir technologies inc	61.3 %
WULF	terawulf inc	60.4 %
SNOW	snowflake inc	53.1 %
APH	amphenol corp new	50.3 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	1.6 M
APH	amphenol corp new	0.7 M
IDXX	idexx labs inc	0.6 M
PLTR	palantir technologies inc	0.6 M
RTX	rtx corporation	0.5 M

Top 5 Losers (%)		%
ALT	altimmune inc	-21.3 %
WVE	wave life sciences ltd	-19.2 %
LYB	lyondellbasell industries n	-17.8 %
OLN	olin corp	-16.8 %
CHRD	chord energy corporation	-14.1 %

Top 5 Losers ($)		$
CHRD	chord energy corporation	-0.4 M
AAPL	apple inc	-0.3 M
LYB	lyondellbasell industries n	-0.1 M
AFL	aflac inc	-0.1 M
ED	consolidated edison 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 91 stocks in it's portfolio. About 36.5% of the portfolio is in top 10 stocks. CHRD 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: 22 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	RTX	rtx corporation	5.48	39,810	5,813,130	reduced	-1.41
Historical Trend of RTX CORPORATION Position Held By KRAEMATON INVESTMENT ADVISORS, INC What % of Portfolio is RTX?: Number of RTX shares held: Change in No. of Shares Held:
	NVDA	nvidia corporation	4.79	32,115	5,073,780	added	4.03

	CWST	casella waste sys inc	4.08	37,533	4,330,560	reduced	-16.65

	GLDM	world gold tr	3.66	59,204	3,879,050	added	0.95

	AAPL	apple inc	3.47	17,941	3,681,020	reduced	-9.25

	AGT	ishares tr	3.32	129,653	3,518,790	added	1.64

	FVD	first tr exchange-traded fd	3.20	75,853	3,390,640	reduced	-1.12

		berkshire hathaway inc del	3.12	6,799	3,302,750	added	8.45

		sun life financial inc.	2.68	42,777	2,842,520	reduced	-0.74

	IDXX	idexx labs inc	2.65	5,242	2,811,230	reduced	-2.96

	AFLG	first tr exchng traded fd vi	2.39	72,520	2,532,530	reduced	-1.33

	CHRD	chord energy corporation	2.31	25,225	2,443,080	reduced	-1.86

	AMZN	amazon com inc	2.29	11,056	2,425,540	added	0.36

	BUFD	first tr exchng traded fd vi	2.19	57,112	2,319,240	reduced	-1.76

	ECON	columbia etf tr ii	2.15	35,116	2,278,340	reduced	-1.88

		pembina pipeline corp	2.10	59,266	2,223,070	reduced	-2.09

	APH	amphenol corp new	1.97	21,124	2,085,970	reduced	-1.32

	AFLG	first tr exchng traded fd vi	1.77	42,043	1,876,990	new

	BBAX	j p morgan exchange traded f	1.73	32,252	1,833,520	reduced	-2.00

	GRID	first tr exchange traded fd	1.70	12,929	1,797,450	reduced	-1.07