KRAEMATON INVESTMENT ADVISORS, INC

CIK

1910852

Location

BRAINTREE, MA

Portfolio Value

Micro $73,249,732

Diversification

Diversified

Filing Date

Global Rank

#6,457 / 8,517 ▲ 292

Top Industry

Semiconductors 14.1%

3Y Alpha vs SPY

+9.3%

Period ended 47 days ago

Filed Jul 24, 2026 · 23d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+118.8%

SPY

+76.6%

Annualised alpha

+9.0%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

56 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.2%

−0.7 pts

Top 5

35.3%

−2.8 pts

Top 10

57.7%

−1.0 pts

HHI

430

Diversified−24

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.5%	$22,330,676	13
Industrials	19.8%	$14,518,865	8
Financial Services	17.9%	$13,078,396	11
Healthcare	9.3%	$6,793,665	8
Unclassified	7.7%	$5,637,400	4
Energy	5.9%	$4,329,146	2
Consumer Cyclical	4.1%	$3,002,397	2
Utilities	2.3%	$1,697,201	4
Communication Services	1.6%	$1,142,650	2
Basic Materials	1.0%	$719,336	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
OCUL	Ocular Therapeutix, Inc	+12,350	109,967	$1,079,875
AIR	Aar Corp	+765	4,398	$628,606
BN	BROOKFIELD Corp /ON/	+504	15,303	$651,754
CRDO	Credo Technology Group Holding Ltd	+300	12,547	$3,412,156
PBA	Pembina Pipeline Corp	+251	59,286	$2,741,977
HODL	VanEck Bitcoin ETF	+210	21,713	$360,652
WULF	Terawulf Inc.	+150	41,800	$1,032,460
AMZN	Amazon Com Inc	+125	10,453	$2,491,368
VZ	Verizon Communications Inc	+81	11,246	$476,155
OLN	OLIN Corp	+57	12,467	$247,095
AFL	Aflac Inc	+47	15,494	$1,816,671
BAC	Bank Of America Corp /De/	+30	7,252	$413,218
ED	Consolidated Edison Inc	+24	7,944	$878,844
ES	Eversource Energy	+22	4,205	$303,895
TTMI	Ttm Technologies Inc	+20	3,334	$623,524
TSLA	Tesla, Inc.	+20	1,215	$511,029
DUK	Duke Energy CORP	+17	2,431	$307,715
GOOGL	Alphabet Inc.	+10	1,865	$666,495
FCX	Freeport-Mcmoran Inc	+8	7,509	$472,241
JPM	Jpmorgan Chase & Co	+7	1,516	$496,232
KKR	KKR & Co. Inc.	+4	8,995	$825,561
HII	Huntington Ingalls Industries, Inc.	+2	959	$268,414
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−3,464	27,518	$5,506,076
CHRD	Chord Energy Corp	−1,816	13,886	$1,587,169
GLDM	World Gold Trust	−555	58,786	$4,668,784
APH	Amphenol Corp /De/	−552	19,793	$3,489,901
ADBE	Adobe Inc.	−491	2,754	$564,625
CWST	Casella Waste Systems Inc	−465	35,677	$3,459,598
AAPL	Apple Inc.	−460	16,443	$4,757,946
BAM	Brookfield Asset Management Ltd.	−456	11,560	$518,466
SNOW	Snowflake Inc.	−157	1,415	$360,117
ISRG	Intuitive Surgical Inc	−155	1,355	$538,856
CRM	Salesforce, Inc.	−143	3,250	$509,145
PLTR	Palantir Technologies Inc.	−127	10,767	$1,256,185
SLF	Sun Life Financial Inc	−111	42,865	$3,361,473
BA	Boeing Co	−100	4,095	$886,444
CARR	CARRIER GLOBAL Corp	−89	14,643	$1,074,064
IDXX	Idexx Laboratories Inc /De	−84	5,130	$2,700,637
MSFT	Microsoft Corp	−78	2,743	$1,023,193
RTX	RTX Corp	−71	39,244	$7,445,764
BRK-B	Berkshire Hathaway Inc	−50	6,765	$3,385,138
ABBV	AbbVie Inc.	−22	1,824	$458,991
SLV	iShares Silver Trust	−20	6,915	$369,745
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ABT	Abbott Laboratories	4,923	$446,713
GNRC	Generac Holdings Inc.	1,350	$395,293
MU	Micron Technology Inc	257	$296,652
QCOM	Qualcomm Inc/De	1,604	$296,403
ASML	Asml Holding NV	118	$234,753
SNEX	StoneX Group Inc.	1,860	$220,410
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
EMBX	VanEck Emerging Markets Bond ETF	78,376	$3,927,421
INCO	Columbia India Consumer ETF	30,839	$1,695,219
HUBS	Hubspot Inc	1,227	$299,510
OTIS	Otis Worldwide Corp	2,698	$207,961
GSBD	Goldman Sachs BDC, Inc.	17,330	$153,890
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 tracked positions · $73,249,732 total · as of Jun 30, 2026

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

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RTX	RTX Corp Industrials	Reduced	39,244	-71	$7,445,764	−1.8%	10.16%
NVDA	Nvidia Corp Technology	Reduced	27,518	-3,464	$5,506,076	+1.9%	7.52%
AAPL	Apple Inc. Technology	Reduced	16,443	-460	$4,757,946	+10.9%	6.50%
GLDM	World Gold Trust	Reduced	58,786	-555	$4,668,784	−15.1%	6.37%
APH	Amphenol Corp /De/ Technology	Reduced	19,793	-552	$3,489,901	—	4.76%
CWST	Casella Waste Systems Inc Industrials	Reduced	35,677	-465	$3,459,598	+20.6%	4.72%
CRDO	Credo Technology Group Holding Ltd Technology	Added	12,547	+300	$3,412,156	+196.8%	4.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,765	-50	$3,385,138	+3.7%	4.62%
SLF	Sun Life Financial Inc Financial Services	Reduced	42,865	-111	$3,361,473	+25.0%	4.59%
PBA	Pembina Pipeline Corp Energy	Added	59,286	+251	$2,741,977	+3.8%	3.74%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	5,130	-84	$2,700,637	−7.8%	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,453	+125	$2,491,368	+15.8%	3.40%
AFL	Aflac Inc Financial Services	Added	15,494	+47	$1,816,671	+7.2%	2.48%
CHRD	Chord Energy Corp Energy	Reduced	13,886	-1,816	$1,587,169	−28.9%	2.17%
PLTR	Palantir Technologies Inc. Technology	Reduced	10,767	-127	$1,256,185	−21.2%	1.71%
OCUL	Ocular Therapeutix, Inc Healthcare	Added	109,967	+12,350	$1,079,875	+30.6%	1.47%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	14,643	-89	$1,074,064	+29.5%	1.47%
WULF	Terawulf Inc. Financial Services	Added	41,800	+150	$1,032,460	+71.8%	1.41%
MSFT	Microsoft Corp Technology	Reduced	2,743	-78	$1,023,193	−2.0%	1.40%
LLY	ELI LILLY & Co Healthcare	Held	829	0	$994,327	+30.4%	1.36%
BA	Boeing Co Industrials	Reduced	4,095	-100	$886,444	+6.2%	1.21%
ED	Consolidated Edison Inc Utilities	Added	7,944	+24	$878,844	−2.0%	1.20%
KKR	KKR & Co. Inc. Financial Services	Added	8,995	+4	$825,561	−0.7%	1.13%
GOOGL	Alphabet Inc. Communication Services	Added	1,865	+10	$666,495	+24.9%	0.91%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	15,303	+504	$651,754	+8.8%	0.89%
AIR	Aar Corp Industrials	Added	4,398	+765	$628,606	+58.1%	0.86%
TTMI	Ttm Technologies Inc Technology	Added	3,334	+20	$623,524	+93.1%	0.85%
ADBE	Adobe Inc. Technology	Reduced	2,754	-491	$564,625	−28.4%	0.77%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,355	-155	$538,856	−22.6%	0.74%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	11,560	-456	$518,466	−2.9%	0.71%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,215	+20	$511,029	+15.0%	0.70%
CRM	Salesforce, Inc. Technology	Reduced	3,250	-143	$509,145	−19.6%	0.70%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,516	+7	$496,232	+11.8%	0.68%
VZ	Verizon Communications Inc Communication Services	Added	11,246	+81	$476,155	−15.0%	0.65%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	7,509	+8	$472,241	+7.1%	0.64%
ABBV	AbbVie Inc. Healthcare	Reduced	1,824	-22	$458,991	+14.3%	0.63%
ABT	Abbott Laboratories Healthcare	NEW	4,923	NEW	$446,713	NEW	0.61%
BAC	Bank Of America Corp /De/ Financial Services	Added	7,252	+30	$413,218	+17.4%	0.56%
GNRC	Generac Holdings Inc. Industrials	NEW	1,350	NEW	$395,293	NEW	0.54%
SLV	iShares Silver Trust	Reduced	6,915	-20	$369,745	−21.8%	0.50%
GEV	GE Vernova Inc. Industrials	Held	307	0	$360,682	+34.6%	0.49%
HODL	VanEck Bitcoin ETF	Added	21,713	+210	$360,652	−12.5%	0.49%
SNOW	Snowflake Inc. Technology	Reduced	1,415	-157	$360,117	+51.9%	0.49%
GS	Goldman Sachs Group Inc Financial Services	Held	353	0	$357,013	+19.5%	0.49%
DUK	Duke Energy CORP Utilities	Added	2,431	+17	$307,715	−2.6%	0.42%
ES	Eversource Energy Utilities	Added	4,205	+22	$303,895	+4.9%	0.41%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	608	0	$302,011	+11.2%	0.41%
MU	Micron Technology Inc Technology	NEW	257	NEW	$296,652	NEW	0.40%
QCOM	Qualcomm Inc/De Technology	NEW	1,604	NEW	$296,403	NEW	0.40%
JNJ	Johnson & Johnson Healthcare	Held	1,072	0	$272,255	+3.9%	0.37%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.