13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910852
Total reported value
$134.3M
$134.3M
91 檔
16.2%
The Q1 2025 SEC filing reveals that Kraematon Investment Advisors, Inc held a total portfolio value of $134.3M, covering 91 public equity positions.
Kraematon Investment Advisors, Inc executed strategic sector rebalancing during Q1 2025, establishing 7 new positions while fully exiting 5 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RTX | Rtx CORP | Stock-Industrials | 5.44% | -0.63% | -2.71% | |
| 2 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 5.11% | +0.25% | -1.98% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.47% | +0.05% | +0.05% | |
| 4 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.69% | -1.00% | -1.98% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-Other | 3.48% | -0.21% | -1.10% | |
| 6 | FALN | Ishares Fallen Angels ETF | ETF-Other | 3.48% | -0.20% | -3.34% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.40% | -0.30% | -7.48% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.40% | -0.14% | +1.21% | |
| 9 | CHRD | Chord Energy CORP | Stock-Energy | 2.95% | -0.64% | +7.59% | |
| 10 | SLF | Sun Life Financial Inc | Stock-Financials | 2.51% | +0.31% | -2.99% | |
| 11 | XJAN | Ft Vest Enh Mod Buff - Jan | ETF-Other | 2.48% | -0.21% | -1.93% | |
| 12 | PBA | Pembina Pipeline CORP | Stock-Energy | 2.47% | -0.11% | -1.25% | |
| 13 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.31% | -0.37% | -1.10% | |
| 14 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 2.29% | -0.26% | -2.01% | |
| 15 | INCO | Columbia India Consumer ETF | ETF-Other | 2.17% | -0.25% | +1.91% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | +0.11% | +8.01% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.91% | -0.07% | -5.63% | |
| 18 | AFL | Aflac Inc | Stock-Financials | 1.78% | -0.03% | +0.29% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 1.77% | -0.22% | -0.98% | |
| 20 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.56% | -0.16% | +12.23% | |
| 21 | PAVE | Global X US Infrastructure | ETF-Other | 1.53% | +0.10% | +13.69% | |
| 22 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.50% | +0.16% | -2.48% | |
| 23 | APH | Amphenol Corp-cl A | Stock-Tech | 1.43% | +0.51% | +28.49% | |
| 24 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.27% | +0.03% | +1.16% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.09% | +0.56% | |
| 26 | ARKK | Ark Innovation ETF | ETF-Other | 1.14% | +0.11% | -4.76% | |
| 27 | CARR | Carrier Global CORP | Stock-Industrials | 1.12% | +0.12% | -3.17% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.11% | +0.03% | -11.62% | |
| 29 | KKR | Kkr & Co Inc | Stock-Financials | 1.05% | -0.07% | -0.75% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.98% | -0.45% | +13.37% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.96% | -0.36% | +0.93% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.95% | -0.14% | -0.97% | |
| 33 | ED | Consolidated Edison Inc | Stock-Utilities | 0.93% | -0.08% | +0.29% | |
| 34 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.93% | -0.10% | -11.38% | |
| 35 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.92% | -0.02% | -5.46% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.12% | -8.43% | |
| 37 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.88% | -0.02% | +2.30% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.85% | -0.07% | -3.29% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.81% | -0.08% | -3.86% | |
| 40 | HUBS | Hubspot Inc | Stock-Tech | 0.79% | -0.24% | EXIT | |
| 41 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.79% | — | -48.42% | |
| 42 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.78% | — | +23.62% | |
| 43 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.76% | -0.08% | -6.61% | |
| 44 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.73% | -0.08% | -7.53% | |
| 45 | KRBN | Ks Global Carbon Stratgy ETF | ETF-Other | 0.72% | — | -19.98% | |
| 46 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.71% | -0.13% | EXIT | |
| 47 | EMLP | First Trust North American E | ETF-Other | 0.70% | -0.09% | -27.98% | |
| 48 | BA | Boeing Co/the | Stock-Industrials | 0.65% | -0.02% | +0.24% | |
| 49 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.65% | +0.15% | +6.58% | |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.65% | +0.25% | +14.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RTX | Rtx CORP | +0.7% | -2.71% | Trim |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +1.21% | Add |
| 3 | GLDM | Spdr Gold Minishares Trust | +0.6% | -1.98% | Trim |
| 4 | ISRG | Intuitive Surgical Inc | +0.4% | NEW | New buy |
| 5 | CRDO | Credo Technology Group Holding Ltd | +0.4% | NEW | New buy |
| 6 | FJAN | Ft Vest U.s. Equity Buffer E | +0.4% | NEW | New buy |
| 7 | VGT | Vanguard Info Tech ETF | +0.4% | NEW | New buy |
| 8 | GDX | Vaneck Gold Miners ETF | +0.4% | +13.37% | Add |
| 9 | CWST | Casella Waste Systems Inc-a | +0.3% | -1.98% | Trim |
| 10 | APH | Amphenol Corp-cl A | +0.3% | +28.49% | Add |
| 11 | ENFR | Alerian Energy Infrastructur | +0.3% | +12.23% | Add |
| 12 | HODL | Vaneck Bitcoin ETF | +0.3% | NEW | New buy |
| 13 | PBA | Pembina Pipeline CORP | +0.2% | -1.25% | Trim |
| 14 | HII | Huntington Ingalls Industrie | +0.2% | NEW | New buy |
| 15 | ED | Consolidated Edison Inc | +0.2% | +0.29% | Add |
| 16 | CHRD | Chord Energy CORP | +0.2% | +7.59% | Add |
| 17 | AFL | Aflac Inc | +0.2% | +0.29% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +0.93% | Add |
| 19 | SDVY | First Trust Smid Cap Rising | +0.1% | +23.62% | Add |
| 20 | HIMX | Himax Technologies Inc-adr | +0.1% | NEW | New buy |
| 21 | FALN | Ishares Fallen Angels ETF | — | -3.34% | Trim |
| 22 | XJAN | Ft Vest Enh Mod Buff - Jan | 0% | -1.93% | Trim |
| 23 | JEPQ | JPM Nasdaq Equity Premium | -0.1% | +1.16% | Add |
| 24 | INCO | Columbia India Consumer ETF | -0.1% | +1.91% | Add |
| 25 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -5.63% | Trim |
| 26 | REMX | Vaneck Rar Earth Nd Stg-usdi | -0.1% | -11.38% | Trim |
| 27 | AMZN | Amazon.com Inc | -0.1% | +8.01% | Add |
| 28 | GRID | First Trst Nasd Cl Edg Sgiif | -0.1% | -2.48% | Trim |
| 29 | CARR | Carrier Global CORP | -0.1% | -3.17% | Trim |
| 30 | GSBD | Goldman Sachs Bdc Inc | -0.1% | -10.11% | Trim |
| 31 | SLF | Sun Life Financial Inc | -0.1% | -2.99% | Trim |
| 32 | MSFT | Microsoft CORP | -0.1% | +0.56% | Add |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | -11.62% | Trim |
| 34 | HUBS | Hubspot Inc | -0.2% | -1.37% | Trim |
| 35 | EMLP | First Trust North American E | -0.2% | -27.98% | Trim |
| 36 | KRBN | Ks Global Carbon Stratgy ETF | -0.2% | -19.98% | Trim |
| 37 | SOUN | Soundhound Ai Inc-a | -0.2% | +8.94% | Add |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | EXIT | Sold out |
| 39 | CRM | Salesforce Inc | -0.2% | -0.97% | Trim |
| 40 | STZ | Constellation Brands Inc-a | -0.2% | EXIT | Sold out |
| 41 | QCOM | Qualcomm Inc | -0.2% | EXIT | Sold out |
| 42 | ADBE | Adobe Inc | -0.2% | -0.98% | Trim |
| 43 | DKNG | Draftkings Inc-cl A | -0.2% | EXIT | Sold out |
| 44 | ARKK | Ark Innovation ETF | -0.3% | -4.76% | Trim |
| 45 | KKR | Kkr & Co Inc | -0.3% | -0.75% | Trim |
| 46 | SOXX | Ishares Semiconductor ETF | -0.3% | EXIT | Sold out |
| 47 | AAPL | Apple Inc | -0.4% | +0.05% | Add |
| 48 | OLN | Olin CORP | -0.4% | -27.58% | Trim |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -1% | -48.42% | Trim |
| 50 | NVDA | Nvidia CORP | -1% | -7.48% | Trim |
According to official SEC Form 13F filings, Kraematon Investment Advisors, Inc reported a total U.S. public equity portfolio value of $134.3M across 91 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RTX, CWST, AAPL) accounted for 16.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
ISRG
市值: $409.1K
Top Position Liquidated / Trimmed
SOXX
前期市值: $347.2K
During Q1 2025, Kraematon Investment Advisors, Inc's top holdings by market value included RTX (5.4%)、CWST (5.1%)、AAPL (4.5%). The largest single position, RTX, represented 5.4% of total portfolio value.
In Q1 2025, Kraematon Investment Advisors, Inc made 50 total portfolio adjustments, initiating 7 new buys, adding to 15 positions, trimming 23 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.