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CIK: 0001910852
Total reported value
$134.3M
$134.3M
87 檔
16.8%
In Q1 2024, Kraematon Investment Advisors, Inc's U.S. equity holdings reached a combined market value of $134.3M, distributed across 87 disclosed stock positions.
During Q1 2024, Kraematon Investment Advisors, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ERFGBP | Enerplus CORP | Stock-Other | 5.25% | — | +3.07% | |
| 2 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 5.18% | +0.25% | -5.86% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.34% | +0.05% | -1.83% | |
| 4 | RTX | Rtx CORP | Stock-Industrials | 4.31% | -0.63% | -0.97% | |
| 5 | FALN | Ishares Fallen Angels ETF | ETF-Other | 3.65% | -0.20% | +0.47% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-Other | 3.55% | -0.21% | -2.44% | |
| 7 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 3.05% | -0.37% | -2.35% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.69% | -1.00% | -2.58% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.66% | -0.14% | -2.03% | |
| 10 | SLF | Sun Life Financial Inc | Stock-Financials | 2.56% | +0.31% | -2.02% | |
| 11 | XJAN | Ft Vest Enh Mod Buff - Jan | ETF-Other | 2.44% | -0.21% | — | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 2.38% | -0.22% | -1.06% | |
| 13 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 2.26% | -0.26% | -1.01% | |
| 14 | PBA | Pembina Pipeline CORP | Stock-Energy | 2.25% | -0.11% | -3.48% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | -0.30% | +13.64% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.06% | -0.07% | +3.07% | |
| 17 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.89% | — | +10.36% | |
| 18 | OLN | Olin CORP | Stock-Materials | 1.87% | -0.12% | -8.98% | |
| 19 | INCO | Columbia India Consumer ETF | ETF-Other | 1.77% | -0.25% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.11% | +8.99% | |
| 21 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.64% | +0.03% | -4.06% | |
| 22 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.59% | +0.16% | -5.33% | |
| 23 | ARKK | Ark Innovation ETF | ETF-Other | 1.49% | +0.11% | -2.03% | |
| 24 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 1.49% | -0.10% | +79.63% | |
| 25 | AFL | Aflac Inc | Stock-Financials | 1.44% | -0.03% | -1.15% | |
| 26 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 1.42% | -0.13% | EXIT | |
| 27 | CARR | Carrier Global CORP | Stock-Industrials | 1.14% | +0.12% | -2.01% | |
| 28 | PAVE | Global X US Infrastructure | ETF-Other | 1.13% | +0.10% | +13.87% | |
| 29 | KRBN | Ks Global Carbon Stratgy ETF | ETF-Other | 1.04% | — | +42.04% | |
| 30 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.03% | -0.16% | -1.90% | |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.02% | -0.08% | -1.50% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 1.00% | -0.14% | -3.22% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.99% | +0.03% | +16.21% | |
| 34 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.99% | -0.02% | -12.48% | |
| 35 | KKR | Kkr & Co Inc | Stock-Financials | 0.94% | -0.07% | -13.92% | |
| 36 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.92% | -0.08% | +0.15% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.91% | -0.07% | +20.72% | |
| 38 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.89% | — | +0.44% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.09% | +5.52% | |
| 40 | APH | Amphenol Corp-cl A | Stock-Tech | 0.84% | +0.51% | -3.87% | |
| 41 | ED | Consolidated Edison Inc | Stock-Utilities | 0.81% | -0.08% | -4.97% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.12% | +4.09% | |
| 43 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.77% | -0.08% | +9.57% | |
| 44 | EMLP | First Trust North American E | ETF-Other | 0.77% | -0.09% | -7.74% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.76% | -0.02% | -1.75% | |
| 46 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.76% | -0.02% | +2.21% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.72% | -0.11% | -15.50% | |
| 48 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.65% | — | — | |
| 49 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.63% | — | -20.71% | |
| 50 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.59% | +0.15% | -0.47% |
According to official SEC Form 13F filings, Kraematon Investment Advisors, Inc reported a total U.S. public equity portfolio value of $134.3M across 87 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ERFGBP, CWST, AAPL) accounted for 16.8% of total reported equity market value during Q1 2024.
During Q1 2024, Kraematon Investment Advisors, Inc's top holdings by market value included ERFGBP (5.3%)、CWST (5.2%)、AAPL (4.3%). The largest single position, ERFGBP, represented 5.3% of total portfolio value.
In Q1 2024, Kraematon Investment Advisors, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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