KRAEMATON INVESTMENT ADVISORS, INC

CIK

1910852

Location

BRAINTREE, MA

Portfolio Value

Micro $18,332,723

Diversification

Diversified

Filing Date

Global Rank

#6,416 / 8,586 ▲ 73

Top Industry

Aerospace & Defense 15.2%

3Y Alpha vs SPY

-6.8%

Period ended 3 months ago

Filed May 13, 2026 · 34d

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

+50.0%

SPY

+78.1%

Annualised alpha

-6.8%

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
ABBV	AbbVie Inc.	+2	1,846	$401,486
JPM	Jpmorgan Chase & Co	+2	1,509	$443,887
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

11 positions · $18,332,723 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNOW	Snowflake Inc. Technology	Held	1,572	0	$237,089	−31.2%	1.29%
HUBS	Hubspot Inc Technology	Reduced	1,227	-178	$299,510	−46.9%	1.63%
TTMI	Ttm Technologies Inc Technology	Reduced	3,314	-70	$322,849	+38.3%	1.76%
CRM	Salesforce, Inc. Technology	Reduced	3,393	-78	$633,371	−31.1%	3.45%
ADBE	Adobe Inc. Technology	Reduced	3,245	-976	$788,794	−46.6%	4.30%
MSFT	Microsoft Corp Technology	Reduced	2,821	-205	$1,044,249	−28.6%	5.70%
CRDO	Credo Technology Group Holding Ltd Technology	Added	12,247	+2,615	$1,149,625	−17.1%	6.27%
PLTR	Palantir Technologies Inc. Technology	Added	10,894	+725	$1,593,574	−11.8%	8.69%
APH	Amphenol Corp /De/ Technology	Reduced	20,345	-402	$2,570,590	−8.3%	14.02%
AAPL	Apple Inc. Technology	Reduced	16,903	-1,192	$4,289,812	−12.8%	23.40%
NVDA	Nvidia Corp Technology	Reduced	30,982	-671	$5,403,260	−8.5%	29.47%