Kraematon Investment Advisors

BRAINTREE, MAfiles as KRAEMATON INVESTMENT ADVISORS, INC

$134m in 103 US stocks at the end of 30 June 2026. The top 10 are 33.0% of the money. It changed about 8.9% of the portfolio this quarter.

Value

$134m

Stocks

103

Top 10 share

33.0%

Turnover

8.9%

What changed this quarter

New

Bought for the first time this quarter.

Abbott LaboratoriesABT
0.3% of the fund
Generac HoldingsGNRC
0.3% of the fund
Micron TechnologyMU
0.2% of the fund
QualcommQCOM
0.2% of the fund
Innovator Etfs TrustDDFZ
0.2% of the fund
ASML Holding NVASML
0.2% of the fund
StoneX GroupSNEX
0.2% of the fund
Putnam ETF TrustFTMA
0.1% of the fund

Added

Bought more of a stock they already held.

Vaneck FDSEMBX
3.1% of the fund
+3%
Invesco Exch Traded FD TR IIIDMO
2.8% of the fund
+3%
Credo Technology Group HoldingCRDO
2.5% of the fund
+2%
ETF SER SolutionsQTUM
2.3% of the fund
+52%
Vaneck ETF TrustGDX
1.6% of the fund
+3%
First TR Exchange-Traded FDFTHF
1.3% of the fund
+68%
Invesco Exchange Traded FD TSPHQ
0.9% of the fund
+25%
Ocular TherapeutixOCUL
0.8% of the fund
+13%
First TR Exch Traded FD IIIFPE
0.8% of the fund
+5%
Fidelity Greenwood Street TRFYEE
0.8% of the fund
+3%
Pacer FDS TRGCOW
0.6% of the fund
+4%
Innovator Etfs TrustDDFJ
0.6% of the fund
+7%
BrookfieldBN
0.5% of the fund
+3%
AARAIR
0.5% of the fund
+21%
Vaneck ETF TrustRAAX
0.3% of the fund
+12%

Cut

Sold some of their stake.

NvidiaNVDA
4.1% of the fund
-11%
AppleAAPL
3.5% of the fund
-3%
AmphenolAPH
2.6% of the fund
-3%
First TR Exchng Traded FD VIXJAN
1.5% of the fund
-10%
First TR Exchng Traded FD VIXSEP
1.4% of the fund
-13%
First TR Exchng Traded FD VIGSEP
1.2% of the fund
-21%
Chord EnergyCHRD
1.2% of the fund
-12%
Columbia ETF TR IIINCO
1.1% of the fund
-17%
Spdr Series TrustCWB
1.0% of the fund
-4%
MicrosoftMSFT
0.8% of the fund
-3%
BoeingBA
0.7% of the fund
-2%
Wisdomtree TRDEM
0.6% of the fund
-3%
J P Morgan Exchange Traded FJEPI
0.6% of the fund
-3%
Innovator Etfs TrustDDFN
0.6% of the fund
-5%
First TR Exchange-Traded FDEMLP
0.6% of the fund
-5%
Ishares TRSHYG
0.5% of the fund
-4%
Spdr Series TrustHYMB
0.5% of the fund
-8%
AdobeADBE
0.4% of the fund
-15%
Intuitive SurgicalISRG
0.4% of the fund
-10%
Brookfield Asset ManagementBAM
0.4% of the fund
-4%
SalesforceCRM
0.4% of the fund
-4%
SnowflakeSNOW
0.3% of the fund
-10%
First TR Exchng Traded FD VIFJAN
0.2% of the fund
-7%
Ishares TRIAI
0.2% of the fund
-18%
Select Sector Spdr TRXLV
0.2% of the fund
-13%

Sold out

Sold their entire stake.

Kraneshares TrustKWEB
-100%
HubspotHUBS
-100%
Otis WorldwideOTIS
-100%
Goldman Sachs BDCGSBD
-100%

Holdings

RTXRTX
Share
5.5%
Value
$7m
Shares
39,244
Held
NvidiaNVDA
Share
4.1%
Value
$6m
Shares
27,518
-11%
AppleAAPL
Share
3.5%
Value
$5m
Shares
16,443
-3%
World Gold TRGLDM
Share
3.5%
Value
$5m
Shares
58,786
Held
Vaneck FDSEMBX
Share
3.1%
Value
$4m
Shares
81,023
+3%
Invesco Exch Traded FD TR IIIDMO
Share
2.8%
Value
$4m
Shares
62,634
+3%
First TR Exchange-Traded FDFVD
Share
2.6%
Value
$4m
Shares
73,274
Held
AmphenolAPH
Share
2.6%
Value
$3m
Shares
19,793
-3%
Ishares TRFALN
Share
2.6%
Value
$3m
Shares
127,153
Held
Casella Waste SystemsCWST
Share
2.6%
Value
$3m
Shares
35,677
Held
Credo Technology Group HoldingCRDO
Share
2.5%
Value
$3m
Shares
12,547
+2%
Berkshire HathawayBRK-B
Share
2.5%
Value
$3m
Shares
6,765
Held
Sun Life FinancialSLF
Share
2.5%
Value
$3m
Shares
42,865
Held
ETF SER SolutionsQTUM
Share
2.3%
Value
$3m
Shares
18,644
+52%
First TR Exchange-Traded FDGRID
Share
2.0%
Value
$3m
Shares
14,323
Held
Pembina PipelinePBA
Share
2.0%
Value
$3m
Shares
59,286
Held
Idexx LaboratoriesIDXX
Share
2.0%
Value
$3m
Shares
5,130
Held
Amazon.comAMZN
Share
1.9%
Value
$2m
Shares
10,453
Held
Alps ETF TRENFR
Share
1.8%
Value
$2m
Shares
62,444
Held
Global X FDSPAVE
Share
1.8%
Value
$2m
Shares
39,904
Held
Vaneck ETF TrustGDX
Share
1.6%
Value
$2m
Shares
27,910
+3%
First TR Exchng Traded FD VIXJAN
Share
1.5%
Value
$2m
Shares
51,115
-10%
First TR Exchng Traded FD VIXSEP
Share
1.4%
Value
$2m
Shares
41,417
-13%
AflacAFL
Share
1.4%
Value
$2m
Shares
15,494
Held
First TR Exchange-Traded FDFTHF
Share
1.3%
Value
$2m
Shares
35,670
+68%
ARK ETF TRARKK
Share
1.3%
Value
$2m
Shares
21,392
Held
First TR Exchng Traded FD VIGSEP
Share
1.2%
Value
$2m
Shares
38,991
-21%
Chord EnergyCHRD
Share
1.2%
Value
$2m
Shares
13,886
-12%
Vaneck ETF TrustREMX
Share
1.2%
Value
$2m
Shares
17,472
Held
J P Morgan Exchange Traded FJEPQ
Share
1.1%
Value
$2m
Shares
25,119
Held
Columbia ETF TR IIINCO
Share
1.1%
Value
$2m
Shares
25,461
-17%
Spdr Series TrustCWB
Share
1.0%
Value
$1m
Shares
12,129
-4%
Palantir TechnologiesPLTR
Share
0.9%
Value
$1m
Shares
10,767
Held
Invesco Exchange Traded FD TSPHQ
Share
0.9%
Value
$1m
Shares
13,921
+25%
Ocular TherapeutixOCUL
Share
0.8%
Value
$1m
Shares
109,967
+13%
Carrier GlobalCARR
Share
0.8%
Value
$1m
Shares
14,643
Held
First TR Exch Traded FD IIIFPE
Share
0.8%
Value
$1m
Shares
58,705
+5%
Fidelity Greenwood Street TRFYEE
Share
0.8%
Value
$1m
Shares
36,143
+3%
TerawulfWULF
Share
0.8%
Value
$1m
Shares
41,800
Held
MicrosoftMSFT
Share
0.8%
Value
$1m
Shares
2,743
-3%
Proshares TRREGL
Share
0.8%
Value
$1m
Shares
11,013
Held
Vanguard World FDVGT
Share
0.8%
Value
$1m
Shares
8,429
Held
Eli LillyLLY
Share
0.7%
Value
$994,543
Shares
829
Held
First TR Exchange Traded FDSDVY
Share
0.7%
Value
$924,237
Shares
21,424
Held
BoeingBA
Share
0.7%
Value
$886,368
Shares
4,095
-2%
Consolidated EdisonED
Share
0.7%
Value
$878,803
Shares
7,944
Held
Pacer FDS TRCOWZ
Share
0.6%
Value
$865,689
Shares
13,918
Held
Pacer FDS TRGCOW
Share
0.6%
Value
$858,877
Shares
19,835
+4%
Wisdomtree TRDEM
Share
0.6%
Value
$855,970
Shares
15,913
-3%
First TR Exchange-Traded FDCIBR
Share
0.6%
Value
$840,695
Shares
9,357
Held
KKRKKR
Share
0.6%
Value
$825,542
Shares
8,995
Held
J P Morgan Exchange Traded FJEPI
Share
0.6%
Value
$814,295
Shares
14,417
-3%
Innovator Etfs TrustDDFN
Share
0.6%
Value
$761,292
Shares
37,922
-5%
Innovator Etfs TrustDDFJ
Share
0.6%
Value
$746,318
Shares
37,750
+7%
First TR Exchange-Traded FDEMLP
Share
0.6%
Value
$740,887
Shares
17,032
-5%
Ishares TRSHYG
Share
0.5%
Value
$717,905
Shares
16,928
-4%
AlphabetGOOGL
Share
0.5%
Value
$666,476
Shares
1,865
Held
BrookfieldBN
Share
0.5%
Value
$651,769
Shares
15,303
+3%
Spdr Series TrustHYMB
Share
0.5%
Value
$634,157
Shares
24,928
-8%
AARAIR
Share
0.5%
Value
$628,606
Shares
4,398
+21%
TTM TechnologiesTTMI
Share
0.5%
Value
$623,525
Shares
3,334
Held
AdobeADBE
Share
0.4%
Value
$564,625
Shares
2,754
-15%
Intuitive SurgicalISRG
Share
0.4%
Value
$538,856
Shares
1,355
-10%
Brookfield Asset ManagementBAM
Share
0.4%
Value
$518,486
Shares
11,560
-4%
TeslaTSLA
Share
0.4%
Value
$510,940
Shares
1,215
Held
SalesforceCRM
Share
0.4%
Value
$509,221
Shares
3,250
-4%
Spdr Series TrustSPYV
Share
0.4%
Value
$508,893
Shares
8,371
Held
JPMorgan ChaseJPM
Share
0.4%
Value
$496,196
Shares
1,516
Held
Verizon CommunicationsVZ
Share
0.4%
Value
$476,145
Shares
11,246
Held
Freeport-McMoRanFCX
Share
0.4%
Value
$472,246
Shares
7,509
Held
Vaneck ETF TrustRAAX
Share
0.3%
Value
$465,764
Shares
11,741
+12%
AbbVieABBV
Share
0.3%
Value
$458,978
Shares
1,824
Held
Spdr Series TrustXAR
Share
0.3%
Value
$450,518
Shares
1,588
Held
First TR Exchange Traded FDTDIV
Share
0.3%
Value
$449,774
Shares
3,915
Held
Abbott LaboratoriesABT
Share
0.3%
Value
$446,742
Shares
4,923
New
Bank of AmericaBAC
Share
0.3%
Value
$413,207
Shares
7,252
Held
Pacer FDS TRICOW
Share
0.3%
Value
$399,644
Shares
9,600
Held
Generac HoldingsGNRC
Share
0.3%
Value
$395,293
Shares
1,350
New
Proshares TRSMDV
Share
0.3%
Value
$377,279
Shares
4,898
Held
Ishares TREEM
Share
0.3%
Value
$375,774
Shares
5,493
Held
Ishares Silver TRSLV
Share
0.3%
Value
$369,745
Shares
6,915
Held
Vaneck Bitcoin ETFHODL
Share
0.3%
Value
$360,653
Shares
21,713
Held
GE VernovaGEV
Share
0.3%
Value
$360,169
Shares
307
Held
SnowflakeSNOW
Share
0.3%
Value
$360,118
Shares
1,415
-10%
Goldman Sachs GroupGS
Share
0.3%
Value
$356,899
Shares
353
Held
Vaneck ETF TrustNLR
Share
0.2%
Value
$311,612
Shares
2,687
Held
Duke EnergyDUK
Share
0.2%
Value
$307,669
Shares
2,431
Held
Eversource EnergyES
Share
0.2%
Value
$303,875
Shares
4,205
Held
Vertex PharmaceuticalsVRTX
Share
0.2%
Value
$301,818
Shares
608
Held
Micron TechnologyMU
Share
0.2%
Value
$296,399
Shares
257
New
QualcommQCOM
Share
0.2%
Value
$296,390
Shares
1,604
New
First TR Exchng Traded FD VIFJAN
Share
0.2%
Value
$272,696
Shares
4,950
-7%
Johnson & JohnsonJNJ
Share
0.2%
Value
$272,178
Shares
1,072
Held
Huntington Ingalls IndustriesHII
Share
0.2%
Value
$268,336
Shares
959
Held
Ishares TRIAI
Share
0.2%
Value
$261,649
Shares
1,492
-18%
Innovator Etfs TrustDDFZ
Share
0.2%
Value
$258,857
Shares
13,350
New
OlinOLN
Share
0.2%
Value
$247,095
Shares
12,467
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$238,031
Shares
319
Held
ASML Holding NVASML
Share
0.2%
Value
$234,648
Shares
118
New
StoneX GroupSNEX
Share
0.2%
Value
$220,410
Shares
1,860
New

Company	Share of fund	Value	Shares	Change
RTXRTX	5.5%	$7m	39,244	Held
NvidiaNVDA	4.1%	$6m	27,518	-11%
AppleAAPL	3.5%	$5m	16,443	-3%
World Gold TRGLDM	3.5%	$5m	58,786	Held
Vaneck FDSEMBX	3.1%	$4m	81,023	+3%
Invesco Exch Traded FD TR IIIDMO	2.8%	$4m	62,634	+3%
First TR Exchange-Traded FDFVD	2.6%	$4m	73,274	Held
AmphenolAPH	2.6%	$3m	19,793	-3%
Ishares TRFALN	2.6%	$3m	127,153	Held
Casella Waste SystemsCWST	2.6%	$3m	35,677	Held
Credo Technology Group HoldingCRDO	2.5%	$3m	12,547	+2%
Berkshire HathawayBRK-B	2.5%	$3m	6,765	Held
Sun Life FinancialSLF	2.5%	$3m	42,865	Held
ETF SER SolutionsQTUM	2.3%	$3m	18,644	+52%
First TR Exchange-Traded FDGRID	2.0%	$3m	14,323	Held
Pembina PipelinePBA	2.0%	$3m	59,286	Held
Idexx LaboratoriesIDXX	2.0%	$3m	5,130	Held
Amazon.comAMZN	1.9%	$2m	10,453	Held
Alps ETF TRENFR	1.8%	$2m	62,444	Held
Global X FDSPAVE	1.8%	$2m	39,904	Held
Vaneck ETF TrustGDX	1.6%	$2m	27,910	+3%
First TR Exchng Traded FD VIXJAN	1.5%	$2m	51,115	-10%
First TR Exchng Traded FD VIXSEP	1.4%	$2m	41,417	-13%
AflacAFL	1.4%	$2m	15,494	Held
First TR Exchange-Traded FDFTHF	1.3%	$2m	35,670	+68%
ARK ETF TRARKK	1.3%	$2m	21,392	Held
First TR Exchng Traded FD VIGSEP	1.2%	$2m	38,991	-21%
Chord EnergyCHRD	1.2%	$2m	13,886	-12%
Vaneck ETF TrustREMX	1.2%	$2m	17,472	Held
J P Morgan Exchange Traded FJEPQ	1.1%	$2m	25,119	Held
Columbia ETF TR IIINCO	1.1%	$2m	25,461	-17%
Spdr Series TrustCWB	1.0%	$1m	12,129	-4%
Palantir TechnologiesPLTR	0.9%	$1m	10,767	Held
Invesco Exchange Traded FD TSPHQ	0.9%	$1m	13,921	+25%
Ocular TherapeutixOCUL	0.8%	$1m	109,967	+13%
Carrier GlobalCARR	0.8%	$1m	14,643	Held
First TR Exch Traded FD IIIFPE	0.8%	$1m	58,705	+5%
Fidelity Greenwood Street TRFYEE	0.8%	$1m	36,143	+3%
TerawulfWULF	0.8%	$1m	41,800	Held
MicrosoftMSFT	0.8%	$1m	2,743	-3%
Proshares TRREGL	0.8%	$1m	11,013	Held
Vanguard World FDVGT	0.8%	$1m	8,429	Held
Eli LillyLLY	0.7%	$994,543	829	Held
First TR Exchange Traded FDSDVY	0.7%	$924,237	21,424	Held
BoeingBA	0.7%	$886,368	4,095	-2%
Consolidated EdisonED	0.7%	$878,803	7,944	Held
Pacer FDS TRCOWZ	0.6%	$865,689	13,918	Held
Pacer FDS TRGCOW	0.6%	$858,877	19,835	+4%
Wisdomtree TRDEM	0.6%	$855,970	15,913	-3%
First TR Exchange-Traded FDCIBR	0.6%	$840,695	9,357	Held
KKRKKR	0.6%	$825,542	8,995	Held
J P Morgan Exchange Traded FJEPI	0.6%	$814,295	14,417	-3%
Innovator Etfs TrustDDFN	0.6%	$761,292	37,922	-5%
Innovator Etfs TrustDDFJ	0.6%	$746,318	37,750	+7%
First TR Exchange-Traded FDEMLP	0.6%	$740,887	17,032	-5%
Ishares TRSHYG	0.5%	$717,905	16,928	-4%
AlphabetGOOGL	0.5%	$666,476	1,865	Held
BrookfieldBN	0.5%	$651,769	15,303	+3%
Spdr Series TrustHYMB	0.5%	$634,157	24,928	-8%
AARAIR	0.5%	$628,606	4,398	+21%
TTM TechnologiesTTMI	0.5%	$623,525	3,334	Held
AdobeADBE	0.4%	$564,625	2,754	-15%
Intuitive SurgicalISRG	0.4%	$538,856	1,355	-10%
Brookfield Asset ManagementBAM	0.4%	$518,486	11,560	-4%
TeslaTSLA	0.4%	$510,940	1,215	Held
SalesforceCRM	0.4%	$509,221	3,250	-4%
Spdr Series TrustSPYV	0.4%	$508,893	8,371	Held
JPMorgan ChaseJPM	0.4%	$496,196	1,516	Held
Verizon CommunicationsVZ	0.4%	$476,145	11,246	Held
Freeport-McMoRanFCX	0.4%	$472,246	7,509	Held
Vaneck ETF TrustRAAX	0.3%	$465,764	11,741	+12%
AbbVieABBV	0.3%	$458,978	1,824	Held
Spdr Series TrustXAR	0.3%	$450,518	1,588	Held
First TR Exchange Traded FDTDIV	0.3%	$449,774	3,915	Held
Abbott LaboratoriesABT	0.3%	$446,742	4,923	New
Bank of AmericaBAC	0.3%	$413,207	7,252	Held
Pacer FDS TRICOW	0.3%	$399,644	9,600	Held
Generac HoldingsGNRC	0.3%	$395,293	1,350	New
Proshares TRSMDV	0.3%	$377,279	4,898	Held
Ishares TREEM	0.3%	$375,774	5,493	Held
Ishares Silver TRSLV	0.3%	$369,745	6,915	Held
Vaneck Bitcoin ETFHODL	0.3%	$360,653	21,713	Held
GE VernovaGEV	0.3%	$360,169	307	Held
SnowflakeSNOW	0.3%	$360,118	1,415	-10%
Goldman Sachs GroupGS	0.3%	$356,899	353	Held
Vaneck ETF TrustNLR	0.2%	$311,612	2,687	Held
Duke EnergyDUK	0.2%	$307,669	2,431	Held
Eversource EnergyES	0.2%	$303,875	4,205	Held
Vertex PharmaceuticalsVRTX	0.2%	$301,818	608	Held
Micron TechnologyMU	0.2%	$296,399	257	New
QualcommQCOM	0.2%	$296,390	1,604	New
First TR Exchng Traded FD VIFJAN	0.2%	$272,696	4,950	-7%
Johnson & JohnsonJNJ	0.2%	$272,178	1,072	Held
Huntington Ingalls IndustriesHII	0.2%	$268,336	959	Held
Ishares TRIAI	0.2%	$261,649	1,492	-18%
Innovator Etfs TrustDDFZ	0.2%	$258,857	13,350	New
OlinOLN	0.2%	$247,095	12,467	Held
State STR Spdr S&P 500 ETF TSPY	0.2%	$238,031	319	Held
ASML Holding NVASML	0.2%	$234,648	118	New
StoneX GroupSNEX	0.2%	$220,410	1,860	New

Showing the largest 100 of 103.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 26.7% since 30 June 2025.

Where the money is

Technology16.5%

Financial services9.3%

Industrials8.4%

Health care5.1%

Utilities3.8%

Energy3.2%

Retail & consumer2.2%

Media & telecom0.9%

Materials0.5%

Real estate0.5%

Other49.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.