KRAEMATON INVESTMENT ADVISORS, INC

Registered adviser

CIK

1910852

Location

BRAINTREE, MA

Portfolio Value

Small $118,338,659

Diversification

Diversified

Filing Date

Global Rank

#7,766 / 8,827 ▼ 138 · as of Jun 2026

Top Industry

Semiconductors 14.2%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 126869

Roster of Nov 1, 2026

Regulatory AUM

$201,501,574

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$201,501,574	Individuals and high net worth (99%)
Mar 2025 to Feb 2026	$183,257,221	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$167,764,558	Individuals and high net worth (100%)
May 2023 to Mar 2024	$156,876,741	Individuals and high net worth (99%)
Apr 2023	$156,876,741	Individuals and high net worth (99%)
Mar 2022 to Mar 2023	$193,141,913	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 36.1%, 43.0 effective positions, active share 76.5% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

15.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.9 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 76.5%; sector active share 36.3% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

107 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

6.1%

+0.6 pts

Top 5

24.1%

+3.2 pts

Top 10

39.9%

+3.8 pts

HHI

255

Diversified+23

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.6%	$50,441,772	52
Technology	20.4%	$24,087,090	13
Industrials	10.9%	$12,919,514	8
Financial Services	10.8%	$12,801,683	12
Healthcare	5.9%	$6,940,035	9
Energy	3.7%	$4,434,154	2
Consumer Cyclical	2.6%	$3,062,865	2
Communication Services	1.2%	$1,372,527	3
Utilities	1.1%	$1,339,348	3
Basic Materials	0.8%	$939,671	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	+19,335	39,128	$3,298,490
OCUL	Ocular Therapeutix, Inc	+7,550	117,517	$901,355
SNEX	StoneX Group Inc.	+6,734	8,594	$555,516
HODL	VanEck Bitcoin ETF	+4,717	26,430	$624,276
WULF	Terawulf Inc.	+4,325	46,125	$682,650
ENFR	Alerian Energy Infrastructure ETF	+2,460	64,904	$2,378,731
FYEE	Fidelity Yield Enhanced Equity ETF	+1,610	37,753	$1,120,886
RAAX	VanEck Real Assets ETF	+1,600	13,341	$531,372
—		+1,247	36,917	$0
PAVE	Global X U.S. Infrastructure Development ETF	+1,030	40,934	$2,149,035
ABT	Abbott Laboratories	+853	5,776	$570,842
FALN	iShares Fallen Angels USD Bond ETF	+827	127,980	$3,318,521
—		+736	81,759	$0
GCOW	Pacer Global Cash Cows Dividend ETF	+576	20,411	$913,392
SPHQ	Invesco S&P 500 Quality ETF	+370	14,291	$1,201,587
NVDA	Nvidia Corp	+320	27,838	$6,357,642
PBA	Pembina Pipeline Corp	+316	59,602	$2,657,057
CRDO	Credo Technology Group Holding Ltd	+245	12,792	$2,491,753
MU	Micron Technology Inc	+189	446	$475,039
IDMO	Invesco Ltd.	+188	62,822	$0
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	+113	14,436	$2,556,759
AMZN	Amazon Com Inc	+110	10,563	$2,631,771
SLF	Sun Life Financial Inc	+71	42,936	$3,347,719
BA	Boeing Co	+70	4,165	$774,898
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+69	8,498	$1,067,943
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GSEP	FT Vest U.S. Equity Moderate Buffer ETF - September	−9,491	29,500	$1,242,540
XSEP	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September	−7,914	33,503	$1,516,885
JEPI	JPMorgan Equity Premium Income ETF	−5,948	8,469	$476,127
XJAN	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January	−4,590	46,525	$1,828,144
FVD	First Trust Value Line Dividend Index Fund	−2,043	71,231	$3,341,446
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	−1,884	23,235	$1,423,376
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	−1,190	15,738	$649,192
OLN	OLIN Corp	−1,019	11,448	$177,444
FJAN	FT Vest U.S. Equity Buffer ETF - January	−750	4,200	$237,594
AAPL	Apple Inc.	−637	15,806	$5,263,714
CHRD	Chord Energy Corp	−631	13,255	$1,777,097
CWST	Casella Waste Systems Inc	−380	35,297	$2,836,113
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	−302	10,711	$926,287
CARR	CARRIER GLOBAL Corp	−294	14,349	$787,186
VZ	Verizon Communications Inc	−293	10,953	$502,414
SMDV	ProShares Russell 2000 Dividend Growers ETF	−262	4,636	$332,493
INCO	Columbia ETF Trust II	−230	25,231	$1,465,255
ED	Consolidated Edison Inc	−226	7,718	$788,856
RTX	RTX Corp	−182	39,062	$7,251,860
ADBE	Adobe Inc.	−120	2,634	$632,001
FPE	First Trust Preferred Securities and Income ETF	−107	58,598	$999,095
—		−96	21,296	$0
GNRC	Generac Holdings Inc.	−50	1,300	$269,035
ABBV	AbbVie Inc.	−48	1,776	$464,583
SPY	Spdr S&P 500 ETF Trust	−20	299	$228,026
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
THOR	Thornburg ETF Trust	28,395	$712,714
GPIQ	Goldman Sachs Nasdaq-100 Premium Income ETF	5,030	$291,639
CALF	Pacer US Small Cap Cash Cows 100 ETF	4,912	$261,711
HBM	Hudbay Minerals Inc.	8,847	$236,037
META	Meta Platforms, Inc.	305	$221,179
BTSG	BrightSpring Health Services, Inc.	3,725	$211,393
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NI	Nisource Inc.	4,348	$206,747
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

107 tracked positions · $118,338,659 total · filing declares 108 positions · $133,860,001 · as of Sep 30, 2026

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

Showing 1–50 of 107 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RTX	RTX Corp Industrials	Reduced	39,062	-182	$7,251,860	−2.6%	6.13%
NVDA	Nvidia Corp Technology	Added	27,838	+320	$6,357,642	+15.5%	5.37%
AAPL	Apple Inc. Technology	Reduced	15,806	-637	$5,263,714	+10.6%	4.45%
GLDM	World Gold Trust	Reduced	58,780	-6	$4,830,540	+3.5%	4.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	6,765	0	$3,368,631	−0.5%	2.85%
SLF	Sun Life Financial Inc Financial Services	Added	42,936	+71	$3,347,719	−0.4%	2.83%
FVD	First Trust Value Line Dividend Index Fund	Reduced	71,231	-2,043	$3,341,446	−5.4%	2.82%
FALN	iShares Fallen Angels USD Bond ETF	Added	127,980	+827	$3,318,521	−4.2%	2.80%
APH	Amphenol Corp Technology	Added	39,128	+19,335	$3,298,490	−5.5%	2.79%
CWST	Casella Waste Systems Inc Industrials	Reduced	35,297	-380	$2,836,113	−18.0%	2.40%
IDXX	Idexx Laboratories Inc Healthcare	Held	5,130	0	$2,678,834	−0.8%	2.26%
PBA	Pembina Pipeline Corp Energy	Added	59,602	+316	$2,657,057	−3.1%	2.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,563	+110	$2,631,771	+5.6%	2.22%
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	Added	14,436	+113	$2,556,759	−6.9%	2.16%
CRDO	Credo Technology Group Holding Ltd Technology	Added	12,792	+245	$2,491,753	−27.0%	2.11%
GDX	VanEck Gold Miners ETF	Added	27,975	+65	$2,456,205	+16.6%	2.08%
ENFR	Alerian Energy Infrastructure ETF	Added	64,904	+2,460	$2,378,731	−0.0%	2.01%
PAVE	Global X U.S. Infrastructure Development ETF	Added	40,934	+1,030	$2,149,035	−8.6%	1.82%
PLTR	Palantir Technologies Inc. Technology	Held	10,767	0	$2,013,967	+60.3%	1.70%
XJAN	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January	Reduced	46,525	-4,590	$1,828,144	−6.9%	1.54%
CHRD	Chord Energy Corp Energy	Reduced	13,255	-631	$1,777,097	+12.0%	1.50%
AFL	Aflac Inc Financial Services	Added	15,504	+10	$1,733,037	−4.6%	1.46%
XSEP	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September	Reduced	33,503	-7,914	$1,516,885	−17.5%	1.28%
INCO	Columbia ETF Trust II	Reduced	25,231	-230	$1,465,255	−3.5%	1.24%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Reduced	23,235	-1,884	$1,423,376	−7.8%	1.20%
MSFT	Microsoft Corp Technology	Added	2,745	+2	$1,407,910	+37.6%	1.19%
GSEP	FT Vest U.S. Equity Moderate Buffer ETF - September	Reduced	29,500	-9,491	$1,242,540	−22.2%	1.05%
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	Added	12,161	+32	$1,230,449	−5.9%	1.04%
SPHQ	Invesco S&P 500 Quality ETF	Added	14,291	+370	$1,201,587	−4.2%	1.02%
REMX	VanEck Rare Earth and Strategic Metals ETF	Held	17,472	0	$1,122,750	−27.4%	0.95%
FYEE	Fidelity Yield Enhanced Equity ETF	Added	37,753	+1,610	$1,120,886	+7.3%	0.95%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	8,498	+69	$1,067,943	+6.0%	0.90%
FPE	First Trust Preferred Securities and Income ETF	Reduced	58,598	-107	$999,095	−4.8%	0.84%
LLY	ELI LILLY & Co Healthcare	Added	830	+1	$960,376	−3.4%	0.81%
COWZ	Pacer US Cash Cows 100 ETF	Added	13,957	+39	$931,769	+7.6%	0.79%
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	Reduced	10,711	-302	$926,287	−8.1%	0.78%
GCOW	Pacer Global Cash Cows Dividend ETF	Added	20,411	+576	$913,392	+6.3%	0.77%
OCUL	Ocular Therapeutix, Inc Healthcare	Added	117,517	+7,550	$901,355	−16.5%	0.76%
DEM	WisdomTree Emerging Markets High Dividend Fund	Added	15,968	+55	$883,190	+3.2%	0.75%
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	Added	21,438	+14	$869,954	−5.9%	0.74%
KKR	KKR & Co. Inc. Financial Services	Added	8,998	+3	$821,517	−0.5%	0.69%
ED	Consolidated Edison Inc Utilities	Reduced	7,718	-226	$788,856	−10.2%	0.67%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	14,349	-294	$787,186	−26.7%	0.67%
DDFN		Held	37,922	0	$777,977	+2.2%	0.66%
BA	Boeing Co Industrials	Added	4,165	+70	$774,898	−12.6%	0.65%
DDFJ		Held	37,750	0	$760,281	+1.9%	0.64%
CRM	Salesforce, Inc. Technology	Added	3,254	+4	$747,020	+46.7%	0.63%
THOR	Thornburg ETF Trust	NEW	28,395	NEW	$712,714	NEW	0.60%
EMLP	First Trust North American Energy Infrastructure Fund	Added	17,087	+55	$700,396	−5.5%	0.59%
WULF	Terawulf Inc. Financial Services	Added	46,125	+4,325	$682,650	−33.9%	0.58%

Showing the top 50 of 107 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.