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
99 檔
19.9%
As reported in its official Q1 2026 Form 13F filing, Kraematon Investment Advisors, Inc's tracked investment portfolio stood at $134.3M with 99 total positions.
In Q1 2026, Kraematon Investment Advisors, Inc adopted a defensive or profit-taking posture, trimming 51 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RTX | Rtx CORP | Stock-Industrials | 6.17% | -0.63% | -0.51% | |
| 2 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 4.48% | -1.00% | -0.09% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.40% | -0.30% | -2.12% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.49% | +0.05% | -6.59% | |
| 5 | EMBX | Vaneck Em Bond ETF | ETF-Other | 3.20% | -0.10% | +7.65% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-Other | 2.84% | -0.21% | -1.25% | |
| 7 | FALN | Ishares Fallen Angels ETF | ETF-Other | 2.78% | -0.20% | -1.71% | |
| 8 | IDMO | Invesco S&p International De | ETF-Other | 2.72% | +0.09% | +9.94% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.66% | -0.14% | -0.97% | |
| 10 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.38% | -0.37% | -0.15% | |
| 11 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 2.33% | +0.25% | -1.82% | |
| 12 | SLF | Sun Life Financial Inc | Stock-Financials | 2.19% | +0.31% | +0.36% | |
| 13 | PBA | Pembina Pipeline CORP | Stock-Energy | 2.15% | -0.11% | -1.01% | |
| 14 | APH | Amphenol Corp-cl A | Stock-Tech | 2.09% | +0.51% | -1.94% | |
| 15 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.02% | -0.45% | +0.04% | |
| 16 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.93% | -0.16% | +22.28% | |
| 17 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.89% | +0.16% | -1.97% | |
| 18 | CHRD | Chord Energy CORP | Stock-Energy | 1.82% | -0.64% | -5.93% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | +0.11% | -8.86% | |
| 20 | XJAN | Ft Vest Enh Mod Buff - Jan | ETF-Other | 1.67% | -0.21% | -2.57% | |
| 21 | PAVE | Global X US Infrastructure | ETF-Other | 1.65% | +0.10% | -0.53% | |
| 22 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 1.63% | -0.26% | -10.28% | |
| 23 | GSEP | Ft Vest US Equity Moderate B | ETF-Other | 1.54% | -0.35% | -5.76% | |
| 24 | INCO | Columbia India Consumer ETF | ETF-Other | 1.38% | -0.25% | -6.88% | |
| 25 | AFL | Aflac Inc | Stock-Financials | 1.38% | -0.03% | -1.30% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.30% | -0.36% | +7.13% | |
| 27 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 1.25% | -0.10% | -0.17% | |
| 28 | ARKK | Ark Innovation ETF | ETF-Other | 1.18% | +0.11% | -0.06% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.12% | +0.03% | -0.14% | |
| 30 | QTUM | Defiance Quantum ETF | ETF-Other | 1.07% | +1.23% | +0.12% | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.94% | +0.03% | -9.38% | |
| 32 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.94% | +1.60% | +27.15% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.09% | -6.77% | |
| 34 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.80% | -0.02% | +1.73% | |
| 35 | FYEE | Fidelity Yld Enhan Eqty ETF | ETF-Other | 0.78% | — | +13.96% | |
| 36 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.77% | -0.02% | -4.86% | |
| 37 | ED | Consolidated Edison Inc | Stock-Utilities | 0.73% | -0.08% | -3.52% | |
| 38 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.72% | -0.08% | +1.46% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.71% | -0.07% | +0.66% | |
| 40 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.69% | — | +0.07% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.68% | -0.07% | -8.59% | |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.68% | +0.25% | +0.10% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.68% | -0.02% | +2.44% | |
| 44 | KKR | Kkr & Co Inc | Stock-Financials | 0.68% | -0.07% | -2.65% | |
| 45 | CARR | Carrier Global CORP | Stock-Industrials | 0.68% | +0.12% | -6.47% | |
| 46 | OCUL | Ocular Therapeutix Inc | Stock-Other | 0.67% | +0.13% | — | |
| 47 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.66% | -0.02% | -1.02% | |
| 48 | FTHF | Ft Em Human Flourishing ETF | ETF-Other | 0.65% | +0.67% | — | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.64% | -0.22% | -23.12% | |
| 50 | EMLP | First Trust North American E | ETF-Other | 0.64% | -0.09% | -4.35% |
According to official SEC Form 13F filings, Kraematon Investment Advisors, Inc reported a total U.S. public equity portfolio value of $134.3M across 99 disclosed positions in Q1 2026.
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, GLDM, NVDA) accounted for 19.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
OCUL
市值: $826.8K
Top Position Liquidated / Trimmed
LMND
前期市值: $311.8K
During Q1 2026, Kraematon Investment Advisors, Inc's top holdings by market value included RTX (6.2%)、GLDM (4.5%)、NVDA (4.4%). The largest single position, RTX, represented 6.2% of total portfolio value.
In Q1 2026, Kraematon Investment Advisors, Inc made 97 total portfolio adjustments, initiating 4 new buys, adding to 35 positions, trimming 51 holdings, and fully liquidating 7 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.