KRAEMATON INVESTMENT ADVISORS, INC

CIK: 0001910852SEC EDGAR →

Portfolio Value

$125.5M

Holdings

102

As of

Q4 2025

New Positions

11

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

RTX CORPORATION

39,516$7.2M
5.77%
2

NVIDIA CORPORATION

31,653$5.9M
4.70%
3

WORLD GOLD TR

59,392$5.1M
4.04%
4

APPLE INC

18,095$4.9M
3.92%
5

VANECK FDS

72,803$3.7M
2.94%
6

CASELLA WASTE SYS INC

36,812$3.6M
2.87%
7

ISHARES TR

130,066$3.5M
2.83%
8

IDEXX LABS INC

5,222$3.5M
2.81%
9

BERKSHIRE HATHAWAY INC DEL

6,882$3.5M
2.76%
10

FIRST TR EXCHANGE-TRADED FD

75,062$3.5M
2.75%

Quarterly Changes

Top Buys

EMBXNEW
$3.7M
IDMO↑ Increased
$1.1M
FYEENEW
$885K
DDFNNEW
$763K
QTUM↑ Increased
$744K

Top Sells

JEPI↓ Decreased
$920K
CHRD↓ Decreased
$881K
GLDM↓ Decreased
$512K
CALFCLOSED
$351K
XFEB↓ Decreased
$312K

New Positions (10)

$3.7M · 73K shares
$885K · 31K shares
$763K · 40K shares
$446K · 7K shares
$325K · 2K shares
$311K · 4K shares
$233K · 7K shares
$233K · 3K shares
$221K · 1K shares
$208K · 318 shares

Closed Positions (8)

$351K · 8K shares
$282K · 6K shares
$240K · 13K shares
$209K · 8K shares
$208K · 13K shares
$98K · 13K shares
$91K · 10K shares
$66K · 17K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services57$56.3M44.9%
Technology14$27.5M22.0%
Industrials6$13.2M10.5%
Unknown6$12.1M9.6%
Healthcare7$6.4M5.1%
Utilities6$4.1M3.2%
Consumer Cyclical2$3.2M2.5%
Energy1$1.5M1.2%
Basic Materials2$644K0.5%
Communication Services1$521K0.4%