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CIK: 0001910852
Total reported value
$134.3M
$134.3M
85 檔
16.4%
During the Q2 2024 filing period, Kraematon Investment Advisors, Inc (CIK: 0001910852) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $134.3M across 85 reported positions.
During Q2 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 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 5.22% | +0.25% | -0.53% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.60% | +0.05% | -14.45% | |
| 3 | CHRD | Chord Energy CORP | Stock-Energy | 4.50% | -0.64% | — | |
| 4 | RTX | Rtx CORP | Stock-Industrials | 4.46% | -0.63% | -0.42% | |
| 5 | FALN | Ishares Fallen Angels ETF | ETF-Other | 3.65% | -0.20% | +1.83% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-Other | 3.42% | -0.21% | -1.22% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.12% | -0.30% | +913.92% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.86% | -1.00% | +0.73% | |
| 9 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.76% | -0.37% | -0.77% | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 2.64% | -0.22% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.60% | -0.14% | — | |
| 12 | XJAN | Ft Vest Enh Mod Buff - Jan | ETF-Other | 2.52% | -0.21% | — | |
| 13 | PBA | Pembina Pipeline CORP | Stock-Energy | 2.39% | -0.11% | +0.26% | |
| 14 | SLF | Sun Life Financial Inc | Stock-Financials | 2.33% | +0.31% | +0.26% | |
| 15 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 2.31% | -0.26% | -0.18% | |
| 16 | INCO | Columbia India Consumer ETF | ETF-Other | 2.16% | -0.25% | +10.64% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.04% | -0.07% | +0.29% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | +0.11% | — | |
| 19 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.70% | — | +0.78% | |
| 20 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.60% | +0.16% | -1.04% | |
| 21 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.60% | +0.03% | -2.41% | |
| 22 | AFL | Aflac Inc | Stock-Financials | 1.52% | -0.03% | +0.33% | |
| 23 | OLN | Olin CORP | Stock-Materials | 1.48% | -0.12% | -2.10% | |
| 24 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 1.44% | -0.13% | EXIT | |
| 25 | ARKK | Ark Innovation ETF | ETF-Other | 1.32% | +0.11% | -0.31% | |
| 26 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 1.24% | -0.10% | — | |
| 27 | CARR | Carrier Global CORP | Stock-Industrials | 1.23% | +0.12% | -1.75% | |
| 28 | KRBN | Ks Global Carbon Stratgy ETF | ETF-Other | 1.13% | — | +1.48% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.09% | +22.64% | |
| 30 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.10% | -0.16% | +1.49% | |
| 31 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.08% | +0.03% | +5.71% | |
| 32 | PAVE | Global X US Infrastructure | ETF-Other | 1.07% | +0.10% | +0.39% | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 0.98% | +0.51% | +96.33% | |
| 34 | KKR | Kkr & Co Inc | Stock-Financials | 0.97% | -0.07% | -1.66% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.97% | -0.14% | +12.61% | |
| 36 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.93% | -0.08% | -8.45% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.12% | -2.36% | |
| 38 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.91% | -0.02% | -3.09% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.86% | -0.07% | +0.16% | |
| 40 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.85% | -0.08% | -6.56% | |
| 41 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.85% | — | +1.03% | |
| 42 | ED | Consolidated Edison Inc | Stock-Utilities | 0.81% | -0.08% | +0.24% | |
| 43 | EMLP | First Trust North American E | ETF-Other | 0.80% | -0.09% | +0.54% | |
| 44 | HUBS | Hubspot Inc | Stock-Tech | 0.77% | -0.24% | EXIT | |
| 45 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.75% | -0.08% | — | |
| 46 | BA | Boeing Co/the | Stock-Industrials | 0.73% | -0.02% | — | |
| 47 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.73% | -0.02% | -5.77% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.72% | -0.11% | +0.89% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.71% | — | +0.04% | |
| 50 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.58% | +0.15% | -2.34% |
According to official SEC Form 13F filings, Kraematon Investment Advisors, Inc reported a total U.S. public equity portfolio value of $134.3M across 85 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CWST, AAPL, CHRD) accounted for 16.4% of total reported equity market value during Q2 2024.
During Q2 2024, Kraematon Investment Advisors, Inc's top holdings by market value included CWST (5.2%)、AAPL (4.6%)、CHRD (4.5%). The largest single position, CWST, represented 5.2% of total portfolio value.
In Q2 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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