KRAEMATON INVESTMENT ADVISORS, INC

Q4 2025 13F-HR Holdings

Location
Braintree, MA
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$125,529
Net value change ($000)
+8,667 (7.4%)
New positions
10
Sold out positions
8
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EMBX 3,686 NEW
IDMO 1,140 58.7%
FYEE 885 NEW
DDFN 763 NEW
QTUM 745 124.4%
RTX 647 9.8%
GLDM 512 11.2%
SLV 447 NEW
AAPL 377 8.3%
IAI 326 NEW
Top Reduces (Value $000, Stocks/ETFs)
JEPI -919 -49.7%
CHRD -881 -36.3%
CALF -351 -100.0%
XJAN -311 -12.6%
HUBS -293 -34.2%
LYB -282 -100.0%
DOC -240 -100.0%
GSBD -238 -48.8%
ARKK -222 -11.8%
VRIG -209 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type