Latest KRAEMATON INVESTMENT ADVISORS, INC Stock Portfolio

KRAEMATON INVESTMENT ADVISORS, INC Performance:

2025 Q4: 1.6%YTD: 15.34%2024: 9.87%

Performance for 2025 Q4 is 1.6%, and YTD is 15.34%, and 2024 is 9.87%.

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 $125.5 Millions as of 31 Dec, 2025.

The top stock holdings of KRAEMATON INVESTMENT ADVISORS, INC are RTX, NVDA, GLDM. The fund has invested 5.8% of it's portfolio in RTX CORPORATION and 4.7% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off PACER FDS TR (AFTY), LYONDELLBASELL INDUSTRIES N (LYB) and HEALTHPEAK PROPERTIES INC (PEAK) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), GOLDMAN SACHS BDC INC (GSBD) and CHORD ENERGY CORPORATION (CHRD). KRAEMATON INVESTMENT ADVISORS, INC opened new stock positions in VANECK FDS, ISHARES SILVER TR (SLV) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to ETF SER SOLUTIONS (ACIO), ALPHABET INC (GOOG) and BROOKFIELD CORP.

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

Our best estimate is that KRAEMATON INVESTMENT ADVISORS, INC made a return of 1.6% in the last quarter. In trailing 12 months, it's portfolio return was 15.34%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vaneck fds	3,686,020
fidelity greenwood street tr	885,379
innovator etfs trust	763,388
ishares silver tr	446,753
ishares tr	325,916
lemonade inc	311,840
vaneck etf trust	233,715
ttm technologies inc	233,496

New stocks bought by KRAEMATON INVESTMENT ADVISORS, INC

Additions

Ticker	% Inc.
etf ser solutions	114
alphabet inc	71.86
brookfield corp	62.76
invesco exch traded fd tr ii	54.18
vaneck etf trust	42.92
eversource energy	34.67
vanguard world fd	34.00
first tr exch traded fd iii	30.37

Additions to existing portfolio by KRAEMATON INVESTMENT ADVISORS, INC

Reductions

Ticker	% Reduced
j p morgan exchange traded f	-49.85
goldman sachs bdc inc	-43.78
chord energy corporation	-31.69
hubspot inc	-23.35
first tr exchng traded fd vi	-19.11
vertex pharmaceuticals inc	-18.72
amplify etf tr	-17.06
first tr exchng traded fd vi	-14.55

KRAEMATON INVESTMENT ADVISORS, INC reduced stake in above stock

Sold off

Ticker	$ Sold
altimmune inc	-65,730
wave life sciences ltd	-98,454
soundhound ai inc	-208,236
healthpeak properties inc	-239,811
himax technologies inc	-90,966
invesco actively managed exc	-209,282
pacer fds tr	-350,906
lyondellbasell industries n	-281,589

KRAEMATON INVESTMENT ADVISORS, INC got rid off the above stocks

Sector Distribution

KRAEMATON INVESTMENT ADVISORS, INC has about 55.9% of it's holdings in Others sector.

Sector	%
Others	55.9
Technology	17.7
Industrials	10.6
Healthcare	5.3
Financial Services	4.1
Consumer Cyclical	2.5
Utilities	1.3
Energy	1.2

Market Cap. Distribution

KRAEMATON INVESTMENT ADVISORS, INC has about 37.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	55.9
LARGE-CAP	20.8
MEGA-CAP	16.7
MID-CAP	5.5

Stocks belong to which Index?

About 40.6% of the stocks held by KRAEMATON INVESTMENT ADVISORS, INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	59.4
S&P 500	34.3
RUSSELL 2000	6.3

Top 5 Winners (%)		%
LLY	eli lilly & co	39.8 %
FCX	freeport-mcmoran inc	29.5 %
ISRG	intuitive surgical inc	25.6 %
GOOG	alphabet inc	21.5 %
HII	huntington ingalls inds inc	18.0 %

Top 5 Winners ($)		$
RTX	rtx corporation	0.6 M
GLDM	world gold tr	0.5 M
AAPL	apple inc	0.3 M
LLY	eli lilly & co	0.3 M
AFK	vaneck etf trust	0.3 M

Top 5 Losers (%)		%
	brookfield corp	-28.5 %
	vaneck bitcoin etf	-22.0 %
BNDD	kraneshares trust	-18.9 %
OLN	olin corp	-15.8 %
ARKF	ark etf tr	-15.7 %

Top 5 Losers ($)		$
	brookfield corp	-0.3 M
ARKF	ark etf tr	-0.2 M
	pembina pipeline corp	-0.1 M
CHRD	chord energy corporation	-0.1 M
	vaneck bitcoin etf	-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 101 stocks in it's portfolio. About 35.4% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. RTX was the most profitable stock for KRAEMATON INVESTMENT ADVISORS, INC last quarter.

Last Reported on: 21 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.92	18,095	4,919,180	added	1.43

AAXJ	ishares tr	0.26	1,817	325,916	new

ABBV	abbvie inc	0.34	1,844	421,307	added	0.11

ABT	abbott labs	0.19	1,872	234,542	unchanged	0.00

ACES	alps etf tr	1.27	50,652	1,593,270	reduced	-0.59

ACIO	etf ser solutions	1.07	12,256	1,343,940	added	114

ACWF	ishares tr	0.62	18,281	783,701	reduced	-2.87

ADBE	adobe inc	1.18	4,221	1,477,310	reduced	-3.23

AFK	vaneck etf trust	1.85	27,093	2,323,780	added	2.64

AFK	vaneck etf trust	0.28	2,787	346,118	added	42.92

AFK	vaneck etf trust	0.19	6,691	233,715	new

AFK	vaneck etf trust	0.17	2,028	210,010	added	0.4

AFL	aflac inc	1.38	15,651	1,725,840	added	0.29

AFLG	first tr exchng traded fd vi	1.71	58,335	2,148,760	reduced	-14.55

AFLG	first tr exchng traded fd vi	0.22	5,300	274,275	reduced	-19.11

AFTY	pacer fds tr	0.66	13,816	831,332	unchanged	0.00

AFTY	pacer fds tr	0.62	18,883	778,353	reduced	-2.58

AFTY	pacer fds tr	0.29	9,545	369,183	unchanged	0.00

AFTY	pacer fds tr	0.00	0.00	0.00	sold off	-100

AGNG	global x fds	1.53	40,145	1,918,550	reduced	-1.06