KRAEMATON INVESTMENT ADVISORS, INC

CIK

1910852

Location

BRAINTREE, MA

Portfolio Value

Micro $66,970,470

Diversification

Diversified

Filing Date

Global Rank

#6,068 / 8,232 ▲ 191

Top Industry

Aerospace & Defense 15.2%

3Y Alpha vs SPY

-6.6%

Period ended 2 months ago

Filed May 13, 2026 · 31d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.3%

SPY

+76.5%

Annualised alpha

-6.6%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.3%

+1.1 pts

Top 5

38.9%

+1.1 pts

Top 10

59.3%

+0.2 pts

HHI

470

Diversified+17

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.4%	$18,332,723	11
Industrials	19.9%	$13,353,030	8
Financial Services	17.1%	$11,463,201	11
Unclassified	9.8%	$6,592,322	4
Healthcare	9.2%	$6,150,113	7
Energy	7.3%	$4,874,916	2
Consumer Cyclical	3.9%	$2,595,253	2
Utilities	2.5%	$1,705,149	4
Communication Services	1.6%	$1,093,906	2
Basic Materials	1.2%	$809,857	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
HODL	VanEck Bitcoin ETF	+3,250	21,503	$411,997
CRDO	Credo Technology Group Holding Ltd	+2,615	12,247	$1,149,625
BN	BROOKFIELD Corp /ON/	+1,054	14,799	$598,915
PLTR	Palantir Technologies Inc.	+725	10,894	$1,593,574
GOOGL	Alphabet Inc.	+188	1,855	$533,423
SLF	Sun Life Financial Inc	+156	42,976	$2,688,578
BA	Boeing Co	+100	4,195	$834,930
VZ	Verizon Communications Inc	+86	11,165	$560,483
BAC	Bank Of America Corp /De/	+35	7,222	$352,072
ISRG	Intuitive Surgical Inc	+25	1,510	$696,094
ES	Eversource Energy	+23	4,183	$289,798
DUK	Duke Energy CORP	+15	2,414	$316,089
FCX	Freeport-Mcmoran Inc	+8	7,501	$440,908
JPM	Jpmorgan Chase & Co	+2	1,509	$443,887
ABBV	AbbVie Inc.	+2	1,846	$401,486
HII	Huntington Ingalls Industries, Inc.	+1	957	$363,564
LLY	ELI LILLY & Co	+1	829	$762,489
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GSBD	Goldman Sachs BDC, Inc.	−9,655	17,330	$153,890
AAPL	Apple Inc.	−1,192	16,903	$4,289,812
CARR	CARRIER GLOBAL Corp	−1,019	14,732	$829,558
AMZN	Amazon Com Inc	−1,004	10,328	$2,151,012
CHRD	Chord Energy Corp	−989	15,702	$2,232,510
ADBE	Adobe Inc.	−976	3,245	$788,794
NI	Nisource Inc.	−846	4,348	$202,877
WULF	Terawulf Inc.	−802	41,650	$601,009
NVDA	Nvidia Corp	−671	30,982	$5,403,260
CWST	Casella Waste Systems Inc	−670	36,142	$2,867,506
OTIS	Otis Worldwide Corp	−666	2,698	$207,961
PBA	Pembina Pipeline Corp	−604	59,035	$2,642,406
APH	Amphenol Corp /De/	−402	20,345	$2,570,590
ED	Consolidated Edison Inc	−289	7,920	$896,385
OLN	OLIN Corp	−269	12,410	$368,949
KKR	KKR & Co. Inc.	−245	8,991	$831,667
MSFT	Microsoft Corp	−205	2,821	$1,044,249
AFL	Aflac Inc	−204	15,447	$1,694,690
RTX	RTX Corp	−201	39,315	$7,583,863
HUBS	Hubspot Inc	−178	1,227	$299,510
CRM	Salesforce, Inc.	−78	3,393	$633,371
TTMI	Ttm Technologies Inc	−70	3,314	$322,849
BRK-B	Berkshire Hathaway Inc	−67	6,815	$3,265,748
BAM	Brookfield Asset Management Ltd.	−57	12,016	$534,111
GLDM	World Gold Trust	−51	59,341	$5,500,317
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
OCUL	Ocular Therapeutix, Inc	97,617	$826,815
AIR	Aar Corp	3,633	$397,668
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
LMND	Lemonade, Inc.	4,381	$311,839
ABT	Abbott Laboratories	1,872	$234,542
QCOM	Qualcomm Inc/De	1,252	$214,154
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 positions · $66,970,470 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RTX	RTX Corp Industrials	Reduced	39,315	-201	$7,583,863	+4.6%	11.32%
GLDM	World Gold Trust	Reduced	59,341	-51	$5,500,317	+8.5%	8.21%
NVDA	Nvidia Corp Technology	Reduced	30,982	-671	$5,403,260	−8.5%	8.07%
AAPL	Apple Inc. Technology	Reduced	16,903	-1,192	$4,289,812	−12.8%	6.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,815	-67	$3,265,748	−5.6%	4.88%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	5,214	-8	$2,929,694	−17.1%	4.37%
CWST	Casella Waste Systems Inc Industrials	Reduced	36,142	-670	$2,867,506	−20.5%	4.28%
SLF	Sun Life Financial Inc Financial Services	Added	42,976	+156	$2,688,578	+0.6%	4.01%
PBA	Pembina Pipeline Corp Energy	Reduced	59,035	-604	$2,642,406	+16.4%	3.95%
APH	Amphenol Corp /De/ Technology	Reduced	20,345	-402	$2,570,590	−8.3%	3.84%
CHRD	Chord Energy Corp Energy	Reduced	15,702	-989	$2,232,510	+44.3%	3.33%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,328	-1,004	$2,151,012	−17.8%	3.21%
AFL	Aflac Inc Financial Services	Reduced	15,447	-204	$1,694,690	−1.8%	2.53%
PLTR	Palantir Technologies Inc. Technology	Added	10,894	+725	$1,593,574	−11.8%	2.38%
CRDO	Credo Technology Group Holding Ltd Technology	Added	12,247	+2,615	$1,149,625	−17.1%	1.72%
MSFT	Microsoft Corp Technology	Reduced	2,821	-205	$1,044,249	−28.6%	1.56%
ED	Consolidated Edison Inc Utilities	Reduced	7,920	-289	$896,385	+9.9%	1.34%
BA	Boeing Co Industrials	Added	4,195	+100	$834,930	−6.1%	1.25%
KKR	KKR & Co. Inc. Financial Services	Reduced	8,991	-245	$831,667	−29.4%	1.24%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	14,732	-1,019	$829,558	−0.3%	1.24%
OCUL	Ocular Therapeutix, Inc Healthcare	NEW	97,617	NEW	$826,815	NEW	1.23%
ADBE	Adobe Inc. Technology	Reduced	3,245	-976	$788,794	−46.6%	1.18%
LLY	ELI LILLY & Co Healthcare	Added	829	+1	$762,489	−14.3%	1.14%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,510	+25	$696,094	−17.2%	1.04%
CRM	Salesforce, Inc. Technology	Reduced	3,393	-78	$633,371	−31.1%	0.95%
WULF	Terawulf Inc. Financial Services	Reduced	41,650	-802	$601,009	+23.2%	0.90%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	14,799	+1,054	$598,915	−5.0%	0.89%
VZ	Verizon Communications Inc Communication Services	Added	11,165	+86	$560,483	+24.2%	0.84%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	12,016	-57	$534,111	−15.6%	0.80%
GOOGL	Alphabet Inc. Communication Services	Added	1,855	+188	$533,423	+2.2%	0.80%
SLV	iShares Silver Trust	Held	6,935	0	$472,550	+5.8%	0.71%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,195	-6	$444,241	−17.8%	0.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,509	+2	$443,887	−8.6%	0.66%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	7,501	+8	$440,908	+15.9%	0.66%
HODL	VanEck Bitcoin ETF	Added	21,503	+3,250	$411,997	−8.7%	0.62%
ABBV	AbbVie Inc. Healthcare	Added	1,846	+2	$401,486	−4.7%	0.60%
AIR	Aar Corp Industrials	NEW	3,633	NEW	$397,668	NEW	0.59%
OLN	OLIN Corp Basic Materials	Reduced	12,410	-269	$368,949	+39.7%	0.55%
HII	Huntington Ingalls Industries, Inc. Industrials	Added	957	+1	$363,564	+11.8%	0.54%
BAC	Bank Of America Corp /De/ Financial Services	Added	7,222	+35	$352,072	−10.9%	0.53%
TTMI	Ttm Technologies Inc Technology	Reduced	3,314	-70	$322,849	+38.3%	0.48%
DUK	Duke Energy CORP Utilities	Added	2,414	+15	$316,089	+12.4%	0.47%
HUBS	Hubspot Inc Technology	Reduced	1,227	-178	$299,510	−46.9%	0.45%
GS	Goldman Sachs Group Inc Financial Services	Held	353	0	$298,634	−3.8%	0.45%
ES	Eversource Energy Utilities	Added	4,183	+23	$289,798	+3.5%	0.43%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	608	0	$271,496	−1.5%	0.41%
GEV	GE Vernova Inc. Industrials	Reduced	307	-11	$267,980	+28.9%	0.40%
JNJ	Johnson & Johnson Healthcare	Held	1,072	0	$262,039	+18.1%	0.39%
SNOW	Snowflake Inc. Technology	Held	1,572	0	$237,089	−31.2%	0.35%
OTIS	Otis Worldwide Corp Industrials	Reduced	2,698	-666	$207,961	−29.2%	0.31%