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CIK: 0001910852
Total reported value
$134.3M
$134.3M
92 檔
17.0%
According to the latest 13F quarterly dataset, Kraematon Investment Advisors, Inc managed an equity portfolio of $134.3M at the end of Q2 2025, spanning 92 distinct U.S. exchange-listed positions.
In Q2 2025, Kraematon Investment Advisors, Inc adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RTX | Rtx CORP | Stock-Industrials | 5.48% | -0.63% | -1.41% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.79% | -0.30% | +4.03% | |
| 3 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 4.08% | +0.25% | -16.65% | |
| 4 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.66% | -1.00% | +0.95% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.47% | +0.05% | -9.25% | |
| 6 | FALN | Ishares Fallen Angels ETF | ETF-Other | 3.32% | -0.20% | +1.64% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 3.20% | -0.21% | -1.12% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.12% | -0.14% | +8.45% | |
| 9 | SLF | Sun Life Financial Inc | Stock-Financials | 2.68% | +0.31% | -0.74% | |
| 10 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.65% | -0.37% | -2.96% | |
| 11 | XJAN | Ft Vest Enh Mod Buff - Jan | ETF-Other | 2.39% | -0.21% | -1.33% | |
| 12 | CHRD | Chord Energy CORP | Stock-Energy | 2.30% | -0.64% | -1.86% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | +0.11% | +0.36% | |
| 14 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 2.19% | -0.26% | -1.76% | |
| 15 | INCO | Columbia India Consumer ETF | ETF-Other | 2.15% | -0.25% | -1.88% | |
| 16 | PBA | Pembina Pipeline CORP | Stock-Energy | 2.10% | -0.11% | -2.09% | |
| 17 | APH | Amphenol Corp-cl A | Stock-Tech | 1.97% | +0.51% | -1.32% | |
| 18 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.77% | — | — | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.73% | -0.07% | -2.00% | |
| 20 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.70% | +0.16% | -1.07% | |
| 21 | PAVE | Global X US Infrastructure | ETF-Other | 1.64% | +0.10% | +0.31% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.63% | -0.22% | -1.21% | |
| 23 | AFL | Aflac Inc | Stock-Financials | 1.56% | -0.03% | -0.17% | |
| 24 | ARKK | Ark Innovation ETF | ETF-Other | 1.44% | +0.11% | -7.72% | |
| 25 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.42% | -0.16% | -0.01% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.42% | -0.36% | -1.34% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.09% | -0.89% | |
| 28 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.25% | +0.03% | +0.51% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.17% | -0.45% | +14.27% | |
| 30 | CARR | Carrier Global CORP | Stock-Industrials | 1.13% | +0.12% | -5.91% | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.08% | +0.03% | -2.34% | |
| 32 | KKR | Kkr & Co Inc | Stock-Financials | 1.08% | -0.07% | -3.02% | |
| 33 | HUBS | Hubspot Inc | Stock-Tech | 0.90% | -0.24% | EXIT | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.89% | -0.14% | +0.09% | |
| 35 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.84% | -0.02% | -2.40% | |
| 36 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.83% | +1.60% | -2.32% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.78% | -0.07% | -1.38% | |
| 38 | ED | Consolidated Edison Inc | Stock-Utilities | 0.78% | -0.08% | -1.30% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.77% | -0.08% | +0.95% | |
| 40 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.76% | — | -0.90% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.74% | -0.02% | — | |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.73% | +0.25% | +13.26% | |
| 43 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.73% | -0.02% | -11.59% | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.71% | +0.15% | -1.73% | |
| 45 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.69% | -0.10% | -21.54% | |
| 46 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.69% | -0.08% | -4.37% | |
| 47 | IDMO | Invesco S&p International De | ETF-Other | 0.69% | +0.09% | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.12% | -13.38% | |
| 49 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.65% | -0.13% | EXIT | |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.63% | -0.08% | -4.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFEB | Ft Vest U.s. Equity Deep Buf | +1.8% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +1.4% | +4.03% | Add |
| 3 | IDMO | Invesco S&p International De | +0.7% | NEW | New buy |
| 4 | APH | Amphenol Corp-cl A | +0.5% | -1.32% | Trim |
| 5 | PLTR | Palantir Technologies Inc-a | +0.5% | -1.34% | Trim |
| 6 | CRDO | Credo Technology Group Holding Ltd | +0.4% | -2.32% | Trim |
| 7 | IDXX | Idexx Laboratories Inc | +0.3% | -2.96% | Trim |
| 8 | ARKK | Ark Innovation ETF | +0.3% | -7.72% | Trim |
| 9 | MSFT | Microsoft CORP | +0.3% | -0.89% | Trim |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | NEW | New buy |
| 11 | GRID | First Trst Nasd Cl Edg Sgiif | +0.2% | -1.07% | Trim |
| 12 | GDX | Vaneck Gold Miners ETF | +0.2% | +14.27% | Add |
| 13 | SLF | Sun Life Financial Inc | +0.2% | -0.74% | Trim |
| 14 | AMZN | Amazon.com Inc | +0.2% | +0.36% | Add |
| 15 | DEM | Wisdomtree Emerging Markets | +0.1% | +50.32% | Add |
| 16 | PAVE | Global X US Infrastructure | +0.1% | +0.31% | Add |
| 17 | HUBS | Hubspot Inc | +0.1% | +25.18% | Add |
| 18 | SNOW | Snowflake Inc | +0.1% | — | Unchanged |
| 19 | BA | Boeing Co/the | +0.1% | — | Unchanged |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +13.26% | Add |
| 21 | HODL | Vaneck Bitcoin ETF | +0.1% | +8.74% | Add |
| 22 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | -1.73% | Trim |
| 23 | RTX | Rtx CORP | 0% | -1.41% | Trim |
| 24 | BN | Brookfield CORP | 0% | +0.02% | Add |
| 25 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +0.54% | Add |
| 27 | KKR | Kkr & Co Inc | 0% | -3.02% | Trim |
| 28 | BAM | Brookfield Asset Mgmt-a | 0% | +0.20% | Add |
| 29 | CARR | Carrier Global CORP | 0% | -5.91% | Trim |
| 30 | INCO | Columbia India Consumer ETF | 0% | -1.88% | Trim |
| 31 | JEPQ | JPM Nasdaq Equity Premium | 0% | +0.51% | Add |
| 32 | GLDM | Spdr Gold Minishares Trust | 0% | +0.95% | Add |
| 33 | XJAN | Ft Vest Enh Mod Buff - Jan | -0.1% | -1.33% | Trim |
| 34 | XSEP | Ft Vest U.s. Equity Enhance | -0.1% | -1.76% | Trim |
| 35 | VZ | Verizon Communications Inc | -0.1% | -7.43% | Trim |
| 36 | ED | Consolidated Edison Inc | -0.2% | -1.30% | Trim |
| 37 | FPE | Ft-preferred Secur & Inc ETF | -0.2% | -11.59% | Trim |
| 38 | FALN | Ishares Fallen Angels ETF | -0.2% | +1.64% | Add |
| 39 | LYB | LyondellBasell Industries N.V. | -0.2% | -19.21% | Trim |
| 40 | OLN | Olin CORP | -0.2% | -25.39% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.2% | -13.38% | Trim |
| 42 | AFL | Aflac Inc | -0.2% | -0.17% | Trim |
| 43 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | EXIT | Sold out |
| 44 | REMX | Vaneck Rar Earth Nd Stg-usdi | -0.2% | -21.54% | Trim |
| 45 | KRBN | Ks Global Carbon Stratgy ETF | -0.3% | -36.48% | Trim |
| 46 | PBA | Pembina Pipeline CORP | -0.4% | -2.09% | Trim |
| 47 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.4% | -55.49% | Trim |
| 48 | CHRD | Chord Energy CORP | -0.7% | -1.86% | Trim |
| 49 | AAPL | Apple Inc | -1% | -9.25% | Trim |
| 50 | CWST | Casella Waste Systems Inc-a | -1% | -16.65% | 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 92 disclosed positions in Q2 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, NVDA, CWST) accounted for 17.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
DFEB
市值: $1.9M
Top Position Liquidated / Trimmed
QQQ
前期市值: $235.5K
During Q2 2025, Kraematon Investment Advisors, Inc's top holdings by market value included RTX (5.5%)、NVDA (4.8%)、CWST (4.1%). The largest single position, RTX, represented 5.5% of total portfolio value.
In Q2 2025, Kraematon Investment Advisors, Inc made 47 total portfolio adjustments, initiating 3 new buys, adding to 14 positions, trimming 29 holdings, and fully liquidating 1 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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