KRAEMATON INVESTMENT ADVISORS, INC

Q1 2026 13F-HR Holdings

Location
Braintree, MA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$122,850
Net value change ($000)
-2,679 (-2.1%)
New positions
4
Sold out positions
7
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
OCUL 827 NEW
FTHF 793 NEW
ENFR 774 48.6%
CHRD 686 44.3%
INNOVATOR ED D15 BUFF JAN 659 NEW
GLDM 430 8.5%
AIR 398 NEW
PBA 372 16.4%
RTX 337 4.7%
IDMO 262 8.5%
Top Reduces (Value $000, Stocks/ETFs)
CWST -737 -20.4%
ADBE -688 -46.6%
AAPL -629 -12.8%
IDXX -604 -17.1%
NVDA -500 -8.5%
AMZN -465 -17.8%
INCO -451 -21.0%
MSFT -420 -28.7%
KKR -345 -29.3%
LMND -312 -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